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DocuSign
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Overview Fund Activity

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$425M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$110M
3
Ameriprise
3
Ameriprise
Minnesota
$59M
4
KBC Group
4
KBC Group
Belgium
$71.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$44.4M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$113M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.12M
3
Millennium Management
3
Millennium Management
New York
$33.1M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$99.9M
5
LCM
5
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
476
Geneos Wealth Management
Colorado
$215K – – –
Mirae Asset Global Investments
477
Mirae Asset Global Investments
South Korea
$214K +$25.5K +413 +14%
SFC
478
SYM Financial Corp
Indiana
$210K +$210K +3,389 New
UCFA
479
United Capital Financial Advisors
Texas
$208K +$208K +3,353 New
DWT
480
Dorsey & Whitney Trust
South Dakota
$208K +$208K +3,345 New
EWA
481
EP Wealth Advisors
California
$205K +$205K +3,308 New
C
482
Covestor
United Kingdom
$205K +$11.3K +182 +6%
KIA
483
Knollwood Investment Advisory
Maryland
$205K +$205K +3,301 New
AWM
484
Apollon Wealth Management
South Carolina
$203K +$203K +3,262 New
TWP
485
Tyche Wealth Partners
Texas
$202K +$202K +3,250 New
SS
486
Sunbelt Securities
Texas
$202K -$10.2K -165 -5%
FIM
487
Freedom Investment Management
Connecticut
$201K +$201K +3,245 New
BAAM
488
Baker Avenue Asset Management
California
$201K +$201K +3,237 New
TLCM
489
Twin Lakes Capital Management
California
$201K -$2.73K -44 -1%
VSQM
490
V-Square Quantitative Management
Illinois
$187K +$10.7K +172 +6%
EOJOAM
491
E. Ohman J:or Asset Management
Sweden
$186K +$186K +3,000 New
TCG
492
Transcendent Capital Group
Oklahoma
$180K +$180K +2,892 New
KOCAA
493
Knights of Columbus Asset Advisors
Connecticut
$172K -$15.3K -246 -8%
Bank Julius Baer & Co
494
Bank Julius Baer & Co
Switzerland
$170K -$229K -3,111 -57%
N
495
Natixis
France
$170K -$204K -3,291 -55%
CI
496
CAZ Investments
Texas
$169K +$56.3K +1,000 +50%
PA
497
Parallel Advisors
California
$160K +$5.46K +88 +4%
GTAM
498
Global Trust Asset Management
Florida
$147K +$79.5K +1,280 +118%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$129K +$55.3K +890 +75%
A
500
AlphaQuest
New York
$128K -$527K -8,488 -80%
18 19
20
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