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DocuSign
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Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$372M
2
Coatue Management
Coatue Management
New York
+$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$85M
4
JCAM
Jericho Capital Asset Management
New York
+$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.2M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$100M
2
Capital International Investors
Capital International Investors
California
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
4
LIP
Liontrust Investment Partners
United Kingdom
-$65M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFAM
476
Motley Fool Asset Management
Virginia
$222K +$222K +3,736 New
TSS
477
Two Sigma Securities
New York
$221K +$221K +3,718 New
1W
478
1776 Wealth
Georgia
$219K +$219K +3,679 New
CSPIA
479
Cary Street Partners Investment Advisory
Virginia
$218K +$50.5K +850 +30%
WAP
480
Wealthcare Advisory Partners
Pennsylvania
$214K -$112K -1,888 -34%
IAS
481
Insigneo Advisory Services
Florida
$213K -$112K -1,881 -34%
SI
482
Stephens Inc
Arkansas
$212K +$212K +3,569 New
MGP
483
Metis Global Partners
California
$208K +$208K +3,507 New
MMPW
484
Mitchell McLeod Pugh & Williams
Alabama
$208K +$208K +3,491 New
FPGK
485
Financial Partners Group (Kansas)
Kansas
$207K +$207K +3,488 New
GWM
486
Geneos Wealth Management
Colorado
$205K -$10.8K -182 -5%
DWT
487
Dorsey & Whitney Trust
South Dakota
$204K +$204K +3,429 New
AIG
488
American International Group
New York
$203K -$5.59K -94 -3%
SFG
489
Synergy Financial Group
California
$203K +$203K +3,420 New
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$200K +$200K +3,372 New
TLCM
491
Twin Lakes Capital Management
California
$195K -$1.72K -29 -0.9%
FFA
492
Farther Finance Advisors
California
$191K +$121K +2,039 +173%
MAWCM
493
Mine & Arao Wealth Creation & Management
California
$191K +$28.2K +475 +17%
KOCAA
494
Knights of Columbus Asset Advisors
Connecticut
$180K – – –
GTAM
495
Global Trust Asset Management
Florida
$178K -$713 -12 -0.4%
SS
496
Sunbelt Securities
Texas
$169K -$7.61K -128 -4%
EWA
497
EverSource Wealth Advisors
Alabama
$167K -$14.1K -238 -8%
GSIAS
498
Garden State Investment Advisory Services
New Jersey
$165K -$167K -2,810 -50%
GAMC
499
Garner Asset Management Corp
Texas
$160K +$160K +3,025 New
Loomis, Sayles & Company
500
Loomis, Sayles & Company
Massachusetts
$159K – – –
18 19
20
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