DOCU icon

DocuSign
DOCU

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 %
WT
526
Whittier Trust
California
$45.9K – – –
OP
527
ORG Partners
Indiana
$45.2K +$45.2K +888 New
IA
528
IFP Advisors
Florida
$45.1K -$1.53K -30 -3%
HI
529
Horizon Investments
North Carolina
$44K +$12.7K +249 +41%
NRG
530
Nemes Rush Group
Michigan
$43.3K +$43.3K +848 New
PTC
531
Private Trust Company
Ohio
$40.2K +$10.4K +203 +35%
WT
532
Washington Trust
Rhode Island
$38.8K – – –
BCMLT
533
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.8K – – –
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$36.7K -$30.8M -603,105 -100%
TSWM
535
Tyler-Stone Wealth Management
Ohio
$36K +$36K +705 New
CMBA
536
C.M. Bidwell & Associates
Hawaii
$35.1K +$4.45K +87 +15%
FFA
537
Farther Finance Advisors
California
$33.9K +$21.4K +419 +171%
RA
538
Rise Advisors
New York
$33K -$6.23K -122 -16%
GRP
539
Global Retirement Partners
California
$32.5K -$1.79K -35 -5%
DGAM
540
Desjardins Global Asset Management
Quebec, Canada
$31.4K +$5.21K +102 +20%
BBHC
541
Brown Brothers Harriman & Co
New York
$31.3K +$28.1K +550 +873%
AF
542
Allworth Financial
California
$31.2K -$19.9K -390 -39%
LC
543
Lindbrook Capital
California
$30.2K -$3.88K -76 -11%
VCM
544
Versant Capital Management
Arizona
$30.1K +$358 +7 +1%
CAL
545
Capital Advisors Ltd
Ohio
$29K -$416 -8 -1%
PLU
546
Performa Ltd (US)
South Carolina
$28.1K -$3.83K -75 -12%
MCM
547
Manchester Capital Management
Vermont
$28K +$204 +4 +0.7%
PFBT
548
Parkside Financial Bank & Trust
Missouri
$26.9K -$766 -15 -3%
KFP
549
KB Financial Partners
New Jersey
$26K +$4.69K +91 +22%
AA
550
Ancora Advisors
Ohio
$25.9K -$11.5K -225 -31%
20 21
22
23 24