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DocuSign
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Overview Fund Activity

706 hedge funds and large institutions have $8.14B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 274 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
216
Reduced
274
Closed
95
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
2
NMO
Newlands Management Operations
Texas
+$88.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$75.2M
4
Man Group
Man Group
United Kingdom
+$57.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.8M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$296M
2
Coatue Management
Coatue Management
New York
-$165M
3
Morgan Stanley
Morgan Stanley
New York
-$36.6M
4
Ameriprise
Ameriprise
Minnesota
-$36.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
476
Benjamin F. Edwards & Company
Missouri
$211K -$459 -9 -0.2%
PWM
477
Purus Wealth Management
California
$207K -$12.3K -240 -6%
Nisa Investment Advisors
478
Nisa Investment Advisors
Missouri
$206K -$780K -15,270 -79%
WCM
479
Wallace Capital Management
Texas
$204K +$204K +4,000 New
IWM
480
IHT Wealth Management
Illinois
$203K -$33.5K -655 -14%
KWM
481
Kingsview Wealth Management
Oregon
$202K -$639K -12,498 -76%
CTC
482
Central Trust Company
Missouri
$201K – – –
EWA
483
EverSource Wealth Advisors
Alabama
$193K -$43.6K -854 -18%
AIG
484
American International Group
New York
$192K +$42K +822 +28%
BCV
485
Banque Cantonale Vaudoise
Switzerland
$184K – – –
CP
486
Castleview Partners
Texas
$180K +$51.1K +1,000 +40%
TLCM
487
Twin Lakes Capital Management
California
$169K – – –
SWM
488
Spire Wealth Management
Virginia
$167K -$64.8K -1,268 -28%
MAWCM
489
Mine & Arao Wealth Creation & Management
California
$157K +$12.8K +250 +9%
KOCAA
490
Knights of Columbus Asset Advisors
Connecticut
$154K – – –
GTAM
491
Global Trust Asset Management
Florida
$154K +$102 +2 +0.1%
DCM
492
Dupont Capital Management
Delaware
$153K -$17.4K -340 -10%
S
493
SignatureFD
Georgia
$134K -$75.4K -1,476 -36%
CMF
494
Counterpoint Mutual Funds
California
$123K +$29.2K +571 +31%
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$114K – – –
OAM
496
Ostrum Asset Management
France
$108K +$51 +1 +0%
GG
497
Gleason Group
Kentucky
$94.8K – – –
CLOS
498
Compagnie Lombard Odier SCmA
Switzerland
$92K +$92K +1,800 New
GI
499
Gradient Investments
Minnesota
$84.5K +$41.4K +810 +96%
CSB
500
City State Bank
Iowa
$83K – – –
18 19
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