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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 %
Pacer Advisors
501
Pacer Advisors
Pennsylvania
$80.4K +$80.4K +1,574 New
OCM
502
Osterweis Capital Management
California
$76.6K +$76.6K +1,500 New
WTC
503
WhitTier Trust Company
Nevada
$75.1K -$10.6K -207 -12%
CB
504
CNB Bank
Pennsylvania
$74.2K -$22.1K -432 -23%
UM
505
UniSuper Management
Australia
$71.5K +$71.5K +1,400 New
SS
506
Sunbelt Securities
Texas
$71.4K +$31.1K +609 +77%
TIM
507
Tortoise Investment Management
New York
$67K – – –
Allspring Global Investments
508
Allspring Global Investments
North Carolina
$65.9K -$492K -9,634 -88%
VSQM
509
V-Square Quantitative Management
Illinois
$63.9K +$63.9K +1,250 New
IGWM
510
ICA Group Wealth Management
Colorado
$62.9K -$12.3K -240 -16%
HI
511
Harbour Investments
Wisconsin
$60K -$2.81K -55 -4%
WWM
512
Wolff Wiese Magana
California
$57.9K – – –
FPF
513
First Pacific Financial
Washington
$55.8K +$55.8K +1,092 New
TRCT
514
Tower Research Capital (TRC)
New York
$55.7K -$226K -4,414 -80%
HCM
515
Hollencrest Capital Management
California
$55.7K -$36.2K -709 -39%
RFA
516
Register Financial Advisors
Georgia
$52.1K – – –
VNA
517
Valley National Advisers
Pennsylvania
$52K -$2.27K -44 -4%
HIA
518
Harbor Investment Advisory
Maryland
$52K +$358 +7 +0.7%
PMFA
519
Plante Moran Financial Advisors
Michigan
$51.1K – – –
CI
520
CAZ Investments
Texas
$51K – – –
UB
521
UMB Bank
Missouri
$50.8K -$11.5K -225 -18%
FP
522
Financial Perspectives
Minnesota
$50.1K – – –
SN
523
Sittner & Nelson
Oregon
$48.5K – – –
CAS
524
Coppell Advisory Solutions
Texas
$47.1K +$47.1K +919 New
MIFH
525
Migdal Insurance & Financial Holdings
Israel
$46K -$46.7K -921 -50%
19 20
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