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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 %
MIFH
526
Migdal Insurance & Financial Holdings
Israel
$103K +$49K +870 +91%
BAAM
527
Baker Avenue Asset Management
California
$101K +$3.79K +65 +4%
WTC
528
WhitTier Trust Company
Nevada
$97.7K – – –
CSB
529
City State Bank
Iowa
$95K +$24.9K +425 +35%
IGWM
530
ICA Group Wealth Management
Colorado
$85.8K -$51.9K -890 -38%
BAM
531
Belpointe Asset Management
Nevada
$85.7K +$2.51K +43 +3%
TIM
532
Tortoise Investment Management
New York
$76.5K +$18.2K +312 +31%
HI
533
Harbour Investments
Wisconsin
$71.7K -$758 -13 -1%
UB
534
UMB Bank
Missouri
$71.1K – – –
WWM
535
Wolff Wiese Magana
California
$66.1K – – –
RFA
536
Register Financial Advisors
Georgia
$59.5K – – –
HIA
537
Harbor Investment Advisory
Maryland
$58.9K -$8.75K -150 -13%
PMFA
538
Plante Moran Financial Advisors
Michigan
$58.3K – – –
AIM
539
Anchor Investment Management
South Carolina
$58.3K – – –
AF
540
Allworth Financial
California
$58.3K +$350 +6 +0.6%
WBC
541
West Branch Capital
Massachusetts
$58.3K +$58.3K +1,000 New
CI
542
CAZ Investments
Texas
$58K – – –
FP
543
Financial Perspectives
Minnesota
$57.2K – – –
SN
544
Sittner & Nelson
Oregon
$55.4K – – –
VNA
545
Valley National Advisers
Pennsylvania
$53K +$53K +1,054 New
WT
546
Whittier Trust
California
$52.4K -$991 -17 -2%
GCM
547
Gables Capital Management
Florida
$51K -$24.9K -427 -33%
HFM
548
Harvest Fund Management
China
$51K -$157K -2,689 -75%
MA
549
Montag & Associates
Georgia
$49.6K -$408 -7 -0.8%
GI
550
Gradient Investments
Minnesota
$49.1K -$1.92K -33 -4%
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