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DocuSign
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Overview Fund Activity

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$115M
2
Coatue Management
Coatue Management
New York
+$104M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$92.2M
4
Morgan Stanley
Morgan Stanley
New York
+$86.4M
5
BlackRock
BlackRock
New York
+$80.9M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$322M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$119M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$114M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
501
Texas Yale Capital Corp
Florida
$209K – – –
BCV
502
Banque Cantonale Vaudoise
Switzerland
$208K -$221K -4,000 -51%
CF
503
Cantor Fitzgerald
New York
$208K +$208K +3,750 New
IWA
504
IVC Wealth Advisors
Pennsylvania
$208K -$16.3K -295 -7%
TA
505
Tectonic Advisors
Texas
$202K +$202K +3,650 New
MFAM
506
Motley Fool Asset Management
Virginia
$200K -$18.6K -336 -9%
HFM
507
Harvest Fund Management
China
$194K +$184K +3,383 +1,869%
TLCM
508
Twin Lakes Capital Management
California
$183K -$628K -11,339 -77%
Balyasny Asset Management
509
Balyasny Asset Management
Illinois
$176K -$11.9M -214,705 -99%
AIG
510
American International Group
New York
$168K -$684K -12,344 -80%
KOCAA
511
Knights of Columbus Asset Advisors
Connecticut
$167K – – –
SPM
512
Symmetry Peak Management
Pennsylvania
$166K +$166K +3,000 New
SWM
513
Spire Wealth Management
Virginia
$157K -$24.9K -450 -14%
MAWCM
514
Mine & Arao Wealth Creation & Management
California
$157K -$36K -650 -19%
AS
515
AM Squared
Hong Kong
$155K +$155K +2,800 New
GWA
516
Gibson Wealth Advisors
Texas
$153K +$151K +3,100 +6,200%
AWM
517
Accurate Wealth Management
Florida
$149K +$149K +2,567 New
GTAM
518
Global Trust Asset Management
Florida
$145K +$52.8K +952 +57%
IA
519
IFP Advisors
Florida
$142K -$55.4K -951 -28%
CP
520
Castleview Partners
Texas
$138K +$4.27K +77 +3%
MCM
521
Manchester Capital Management
Vermont
$133K – – –
IGWM
522
ICA Group Wealth Management
Colorado
$131K +$131K +2,361 New
GEA
523
Glen Eagle Advisors
New Jersey
$118K -$1.66K -30 -1%
MCC
524
Money Concepts Capital
Florida
$116K +$104K +1,877 +849%
S
525
Seeyond
France
$111K -$166 -3 -0.1%
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