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DocuSign
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Overview Fund Activity

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$115M
2
Coatue Management
Coatue Management
New York
+$104M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$92.2M
4
Morgan Stanley
Morgan Stanley
New York
+$86.4M
5
BlackRock
BlackRock
New York
+$80.9M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$322M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$119M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$114M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
551
Tortoise Investment Management
New York
$55.4K +$27.7K +500 +100%
AF
552
Allworth Financial
California
$55.1K +$41.2K +744 +298%
CI
553
CAZ Investments
Texas
$55K – – –
FP
554
Financial Perspectives
Minnesota
$54.4K +$2.05K +37 +4%
NA
555
NewEdge Advisors
Louisiana
$54.2K +$6.56K +745 +14%
MIFH
556
Migdal Insurance & Financial Holdings
Israel
$53K -$5.81K -105 -10%
SN
557
Sittner & Nelson
Oregon
$52.6K – – –
QCG
558
Quadrant Capital Group
Ohio
$51K +$34.1K +616 +203%
WT
559
Whittier Trust
California
$50.8K +$20.1K +362 +65%
AAM
560
Advisors Asset Management
Colorado
$50.5K -$58.5K -1,056 -54%
GI
561
Gradient Investments
Minnesota
$48.6K -$5.6K -101 -10%
MA
562
Montag & Associates
Georgia
$47.5K -$12.5K -225 -21%
RA
563
Rise Advisors
New York
$42.6K -$1.88K -34 -4%
WT
564
Washington Trust
Rhode Island
$42.1K – – –
LC
565
Lindbrook Capital
California
$40.3K +$20.9K +378 +108%
MHR
566
Matthew Hamilton Rosenberg
$39.6K – – –
EI
567
Ellevest Inc
New York
$38.6K -$66.7K -1,203 -63%
First Manhattan
568
First Manhattan
New York
$36K – – –
HIIFS
569
Harel Insurance Investments & Financial Services
Israel
$36K -$6.22K -111 -15%
OWA
570
One Wealth Advisors
California
$35.5K +$35.5K +640 New
SSG
571
Summit Securities Group
New York
$35K -$2.3M -41,073 -99%
BCMLT
572
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.6K +$34.1K +615 +6,150%
AA
573
Ancora Advisors
Ohio
$33K +$821 +15 +3%
CHC
574
City Holding Co
West Virginia
$31.5K -$11.1K -200 -26%
DGAM
575
Desjardins Global Asset Management
Quebec, Canada
$31K +$5.56K +101 +22%
21 22
23
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