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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 %
IA
551
IFP Advisors
Florida
$46.1K -$76.9K -1,525 -63%
RA
552
Rise Advisors
New York
$44.8K – – –
SS
553
Sunbelt Securities
Texas
$44.6K +$44.6K +789 New
WT
554
Washington Trust
Rhode Island
$44.3K – – –
QL
555
Quarry LP
New York
$43K +$21K +361 +96%
AA
556
Ancora Advisors
Ohio
$42.6K +$7.46K +128 +21%
BCMLT
557
Beacon Capital Management LLC (Tennessee)
Tennessee
$42K +$5.6K +96 +15%
QCG
558
Quadrant Capital Group
Ohio
$41.9K -$11.8K -202 -22%
MHR
559
Matthew Hamilton Rosenberg
$41.7K – – –
TWC
560
TD Waterhouse Canada
Ontario, Canada
$40.8K -$1.92M -32,280 -98%
LC
561
Lindbrook Capital
California
$38.9K -$3.5K -60 -8%
EI
562
Ellevest Inc
New York
$36.8K -$3.73K -64 -9%
PLU
563
Performa Ltd (US)
South Carolina
$36.4K -$42.3K -725 -54%
First Manhattan
564
First Manhattan
New York
$36.4K -$1.46K -25 -4%
HI
565
Horizon Investments
North Carolina
$35.7K +$35.7K +613 New
CMBA
566
C.M. Bidwell & Associates
Hawaii
$35K +$35K +600 New
PTC
567
Private Trust Company
Ohio
$34K +$28.2K +484 +484%
VCM
568
Versant Capital Management
Arizona
$34K +$22.8K +391 +204%
CHC
569
City Holding Co
West Virginia
$33.1K – – –
CAL
570
Capital Advisors Ltd
Ohio
$33K +$17.2K +295 +109%
GRP
571
Global Retirement Partners
California
$31.9K +$19K +401 +148%
MCM
572
Manchester Capital Management
Vermont
$31.7K -$109K -1,862 -77%
PFBT
573
Parkside Financial Bank & Trust
Missouri
$31.5K +$408 +7 +1%
DGAM
574
Desjardins Global Asset Management
Quebec, Canada
$30K -$2.99K -51 -9%
CI Investments Inc
575
CI Investments Inc
Ontario, Canada
$30K -$1.89K -33 -6%
21 22
23
24 25