DOCU icon

DocuSign
DOCU

Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$221M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$107M
4
Coatue Management
Coatue Management
New York
+$92.6M
5
Ameriprise
Ameriprise
Minnesota
+$44.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$165M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.7M
3
BlackRock
BlackRock
New York
-$83.9M
4
Goldman Sachs
Goldman Sachs
New York
-$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
476
Siemens Fonds Invest
Germany
$242K – – –
BFEC
477
Benjamin F. Edwards & Company
Missouri
$242K -$16.8K -288 -6%
S
478
SignatureFD
Georgia
$239K -$48K -824 -17%
SM
479
Sciencast Management
New Jersey
$239K +$239K +4,939 New
GBWM
480
Granite Bay Wealth Management
New Hampshire
$239K +$1.05K +18 +0.4%
VFA
481
Valeo Financial Advisors
Indiana
$236K -$3.44K -59 -1%
MA
482
Modus Advisors
Minnesota
$234K – – –
YIH
483
Y-Intercept (HK)
Hong Kong
$232K -$1.94M -33,244 -89%
CCFM
484
Clear Creek Financial Management
Washington
$232K -$8.16K -140 -3%
NYLIM
485
New York Life Investment Management
New York
$231K -$1.69M -28,981 -88%
CTC
486
Central Trust Company
Missouri
$229K – – –
CG
487
Clarus Group
Texas
$227K – – –
LNC
488
Lincoln National Corp
Pennsylvania
$227K +$227K +3,893 New
HI
489
Hudock Inc
Pennsylvania
$225K -$21.6K -371 -9%
GL
490
Graypoint LLC
New York
$225K +$225K +3,857 New
DG
491
DMC Group
Alabama
$219K +$219K +3,778 New
IWA
492
IVC Wealth Advisors
Pennsylvania
$219K – – –
CF
493
Cantor Fitzgerald
New York
$219K – – –
SFG
494
Sovereign Financial Group
Connecticut
$217K +$217K +3,714 New
MGP
495
Metis Global Partners
California
$213K +$213K +3,657 New
WSFS
496
Wilmington Savings Fund Society
Delaware
$213K +$213K +3,650 New
BCV
497
Banque Cantonale Vaudoise
Switzerland
$211K -$10.3K -175 -5%
MMPW
498
Mitchell McLeod Pugh & Williams
Alabama
$208K +$208K +3,571 New
PVM
499
Palogic Value Management
Texas
$207K +$207K +3,555 New
C
500
Certuity
Florida
$207K +$207K +3,551 New
18 19
20
21 22