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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 %
FPF
526
First Pacific Financial
Washington
$64.9K – – –
CB
527
CNB Bank
Pennsylvania
$60.5K -$18.8K -317 -24%
HIA
528
Harbor Investment Advisory
Maryland
$60K – – –
HI
529
Harbour Investments
Wisconsin
$59K -$7.19K -121 -11%
Jones Financial Companies
530
Jones Financial Companies
Missouri
$58.7K +$58.7K +987 New
FP
531
Financial Perspectives
Minnesota
$58.3K – – –
HI
532
Horizon Investments
North Carolina
$57.9K +$2.68K +45 +5%
DGAM
533
Desjardins Global Asset Management
Quebec, Canada
$57.4K +$21.6K +364 +60%
WT
534
Whittier Trust
California
$55.6K +$12.4K +209 +29%
HNB
535
Huntington National Bank
Ohio
$55.3K +$29K +488 +110%
LIWM
536
Long Island Wealth Management
New York
$55K +$55K +919 New
IA
537
IFP Advisors
Florida
$54.7K +$9.27K +156 +20%
NFSG
538
Newbridge Financial Services Group
Florida
$54.1K -$313K -5,264 -85%
PTC
539
Private Trust Company
Ohio
$53K +$6.24K +105 +13%
MIFH
540
Migdal Insurance & Financial Holdings
Israel
$50K +$2.21K +37 +5%
HFS
541
Hantz Financial Services
Michigan
$48K -$14.7K -249 -23%
CP
542
Castleview Partners
Texas
$45.7K +$45.1K +759 +7,590%
EC
543
EntryPoint Capital
New York
$45.1K +$45.1K +758 New
GAM
544
Groupama Asset Management
France
$44.2K +$44.2K +743 New
GRP
545
Global Retirement Partners
California
$41.7K +$1.63K +26 +4%
CMBA
546
C.M. Bidwell & Associates
Hawaii
$40.5K – – –
WWM
547
Wolff Wiese Magana
California
$40.4K -$17.5K -294 -30%
IGWM
548
ICA Group Wealth Management
Colorado
$38.9K +$38.9K +655 New
VCM
549
Versant Capital Management
Arizona
$35.1K +$4.04K +68 +13%
CAL
550
Capital Advisors Ltd
Ohio
$33K – – –
20 21
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