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DocuSign
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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 %
TA
501
Tectonic Advisors
Texas
$207K -$6.18K -106 -3%
BFM
502
Boothbay Fund Management
New York
$204K -$54.6K -937 -21%
SFG
503
Synergy Financial Group
California
$203K +$203K +3,489 New
FFN
504
Focus Financial Network
Minnesota
$203K +$203K +3,481 New
KFA
505
Kapstone Financial Advisors
Ohio
$200K +$1.95K +35 +1%
DCM
506
Dupont Capital Management
Delaware
$194K -$765K -13,115 -80%
TLCM
507
Twin Lakes Capital Management
California
$193K – – –
Point72 Asset Management
508
Point72 Asset Management
Connecticut
$176K +$176K +3,026 New
KOCAA
509
Knights of Columbus Asset Advisors
Connecticut
$176K – – –
GTAM
510
Global Trust Asset Management
Florida
$176K +$23.3K +400 +15%
AIG
511
American International Group
New York
$171K -$5.01K -86 -3%
HGERS
512
Householder Group Estate & Retirement Specialist
Arizona
$171K +$171K +2,925 New
MC
513
Machina Capital
France
$169K +$169K +2,900 New
MAWCM
514
Mine & Arao Wealth Creation & Management
California
$165K – – –
WWP
515
WR Wealth Planners
Missouri
$162K +$46.2K +792 +40%
CP
516
Castleview Partners
Texas
$147K +$1.28K +22 +0.9%
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
$130K +$42.6K +730 +49%
OAM
518
Ostrum Asset Management
France
$124K +$124K +2,120 New
O
519
Ossiam
France
$118K +$9.27K +159 +9%
GEA
520
Glen Eagle Advisors
New Jersey
$117K -$7.05K -121 -6%
ECM
521
EMC Capital Management
Texas
$114K – – –
CB
522
CNB Bank
Pennsylvania
$110K -$6.47K -111 -6%
GG
523
Gleason Group
Kentucky
$108K -$58 -1 -0.1%
CMF
524
Counterpoint Mutual Funds
California
$107K +$107K +1,840 New
HCM
525
Hollencrest Capital Management
California
$105K -$420K -7,200 -80%
19 20
21
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