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DocuSign
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Overview Fund Activity

677 hedge funds and large institutions have $9.56B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-20
Holders Change %
-2.87%
% of All Funds
9.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
89
Increased
241
Reduced
234
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M

Top Buyers

1
JCAM
Jericho Capital Asset Management
New York
$204M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$118M
3
Citadel Advisors
Citadel Advisors
Florida
$162M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$187M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$76.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$221M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.1M
4
Two Sigma Investments
Two Sigma Investments
New York
$91.8M
5
CIM
Contrarius Investment Management
Jersey
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
526
Harbor Investment Advisory
Maryland
$60.1K – – –
CSB
527
City State Bank
Iowa
$59K -$31K -525 -34%
FP
528
Financial Perspectives
Minnesota
$58.4K – – –
A
529
AlphaQuest
New York
$56.6K +$56.6K +950 New
HI
530
Harbour Investments
Wisconsin
$53.7K -$5.42K -91 -9%
MIFH
531
Migdal Insurance & Financial Holdings
Israel
$51K +$1.37K +23 +3%
HFS
532
Hantz Financial Services
Michigan
$50K +$1.61K +27 +3%
NFSG
533
Newbridge Financial Services Group
Florida
$47.6K -$6.55K -110 -12%
CB
534
CNB Bank
Pennsylvania
$46.4K -$14.1K -237 -23%
GAM
535
Groupama Asset Management
France
$44.2K – – –
WT
536
Whittier Trust
California
$42.6K -$13.1K -220 -24%
BCMLT
537
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.3K – – –
GRP
538
Global Retirement Partners
California
$41.6K +$1.97K +33 +5%
IA
539
IFP Advisors
Florida
$40.8K -$14K -235 -26%
WWM
540
Wolff Wiese Magana
California
$40.4K – – –
VFA
541
Virtus Fund Advisers
Connecticut
$38.3K +$5.42K +91 +16%
RFA
542
Register Financial Advisors
Georgia
$36.9K +$36.9K +620 New
VCM
543
Versant Capital Management
Arizona
$35.1K – – –
CAL
544
Capital Advisors Ltd
Ohio
$33K – – –
AWM
545
Avior Wealth Management
Nebraska
$32.3K +$15K +252 +87%
CAL
546
Capital Analysts LLC
Pennsylvania
$32K – – –
RA
547
Rise Advisors
New York
$29.5K -$298 -5 -1%
IGWM
548
ICA Group Wealth Management
Colorado
$29.2K -$9.83K -165 -25%
CPG
549
Cornerstone Planning Group
New Jersey
$26K -$2.57K -43 -9%
LC
550
Lindbrook Capital
California
$25.4K +$5.77K +97 +29%
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