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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 %
RS
501
Rakuten Securities
Japan
$151K +$151K +2,544 New
KI
502
Kapitalo Investimentos
Brazil
$146K -$123K -2,062 -46%
PS
503
Principal Securities
Iowa
$141K +$141K +2,374 New
VSQM
504
V-Square Quantitative Management
Illinois
$135K +$55.9K +941 +71%
CTC
505
Central Trust Company
Missouri
$127K -$106K -1,786 -46%
SAM
506
Shell Asset Management
Netherlands
$126K -$384K -6,474 -75%
OAM
507
Ostrum Asset Management
France
$126K +$535 +9 +0.4%
CI
508
CAZ Investments
Texas
$119K +$59.5K +1,000 +100%
GG
509
Gleason Group
Kentucky
$110K – – –
CIAS
510
Capital Investment Advisory Services
North Carolina
$109K +$109K +1,836 New
AF
511
Allworth Financial
California
$109K +$80.5K +1,355 +283%
PIM
512
Plato Investment Management
Australia
$107K +$107K +1,801 New
SWM
513
Spire Wealth Management
Virginia
$92.3K -$96.8K -1,531 -51%
CSB
514
City State Bank
Iowa
$91K -$5.97K -100 -6%
C
515
Covestor
United Kingdom
$91K +$69.3K +1,161 +320%
OCM
516
Osterweis Capital Management
California
$89.2K – – –
SSG
517
Summit Securities Group
New York
$89K +$59K +995 +197%
WTC
518
WhitTier Trust Company
Nevada
$87.4K – – –
S
519
SignatureFD
Georgia
$84.3K -$52.4K -882 -38%
UM
520
UniSuper Management
Australia
$83.2K – – –
TVAMP
521
Tennessee Valley Asset Management Partners
Tennessee
$82.9K +$82.9K +1,394 New
GI
522
Gradient Investments
Minnesota
$74.2K -$24.1K -405 -25%
Pacer Advisors
523
Pacer Advisors
Pennsylvania
$74.2K -$23.1K -388 -24%
QL
524
Quarry LP
New York
$71.9K +$46K +774 +178%
CAS
525
Coppell Advisory Solutions
Texas
$66.3K +$65.2K +1,096 +5,480%
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