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DocuSign
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Overview Fund Activity

677 hedge funds and large institutions have $9.56B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-20
Holders Change %
-2.87%
% of All Funds
9.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
89
Increased
241
Reduced
234
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M

Top Buyers

1
JCAM
Jericho Capital Asset Management
New York
$204M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$118M
3
Citadel Advisors
Citadel Advisors
Florida
$162M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$187M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$76.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$221M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.1M
4
Two Sigma Investments
Two Sigma Investments
New York
$91.8M
5
CIM
Contrarius Investment Management
Jersey
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
BM
451
Brandywine Managers
Delaware
$251K – – –
BIAS
452
Beacon Investment Advisory Services
New Jersey
$250K -$29.8K -500 -11%
AA
453
ALPS Advisors
Colorado
$249K -$81.7K -1,372 -25%
UAG
454
United Advisor Group
Ohio
$246K +$246K +4,133 New
TCM
455
Triumph Capital Management
Colorado
$245K +$245K +4,203 New
DS
456
DRW Securities
Illinois
$244K +$244K +4,100 New
PCM
457
Prelude Capital Management
New York
$243K -$32.9K -552 -12%
ORG
458
Optimist Retirement Group
Washington
$240K +$240K +4,028 New
SC
459
Skylands Capital
Wisconsin
$238K +$238K +4,000 New
DG
460
DMC Group
Alabama
$237K -$20.1K -338 -8%
MFAM
461
Motley Fool Asset Management
Virginia
$236K +$13.3K +224 +6%
SFG
462
Sovereign Financial Group
Connecticut
$234K +$234K +3,929 New
Simplex Trading
463
Simplex Trading
Illinois
$232K +$232K +3,900 New
Loomis, Sayles & Company
464
Loomis, Sayles & Company
Massachusetts
$231K +$71.2K +1,195 +45%
RA
465
RFG Advisory
Alabama
$229K +$229K +3,845 New
AWM
466
Aviso Wealth Management
Washington
$228K -$8.81K -148 -4%
AIM
467
Aspen Investment Management
Michigan
$227K +$536 +9 +0.2%
ACM
468
Aquatic Capital Management
Illinois
$226K -$3.05M -51,200 -93%
SFG
469
Synergy Financial Group
California
$226K +$22K +369 +11%
UCFA
470
United Capital Financial Advisors
Texas
$225K +$225K +3,785 New
LNC
471
Lincoln National Corp
Pennsylvania
$221K -$19.9K -335 -8%
CSPIA
472
Cary Street Partners Investment Advisory
Virginia
$220K +$1.79K +30 +0.8%
EFS
473
Essex Financial Services
Connecticut
$215K +$215K +3,604 New
AWM
474
Apollon Wealth Management
South Carolina
$213K -$11.2K -188 -5%
WS
475
Wedbush Securities
California
$213K -$57.4K -964 -21%
17 18
19
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