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DocuSign
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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 %
FIA
551
FNY Investment Advisers
New York
$25K +$25K +500 New
HIIFS
552
Harel Insurance Investments & Financial Services
Israel
$23K -$1.61K -32 -7%
GCM
553
Gables Capital Management
Florida
$22.5K -$22.2K -435 -50%
TWC
554
TD Waterhouse Canada
Ontario, Canada
$21.8K -$14.6K -274 -40%
NSIM
555
North Star Investment Management
Illinois
$20.7K – – –
WWP
556
WR Wealth Planners
Missouri
$20.6K -$121K -2,371 -85%
HNB
557
Huntington National Bank
Ohio
$20.5K -$766 -15 -4%
GEA
558
Glen Eagle Advisors
New Jersey
$20.5K -$82.3K -1,611 -80%
QCG
559
Quadrant Capital Group
Ohio
$20.4K -$16.2K -318 -44%
POIA
560
Pin Oak Investment Advisors
Texas
$19K – – –
AWM
561
Avior Wealth Management
Nebraska
$18.9K +$4.09K +80 +28%
IFAM
562
Institutional & Family Asset Management
Colorado
$18.6K -$358 -7 -2%
QL
563
Quarry LP
New York
$18.3K -$19.3K -378 -51%
C
564
Covestor
United Kingdom
$18K +$7.69K +152 +75%
BLC
565
Brown, Lisle/Cummings
Rhode Island
$17.9K – – –
Lazard Asset Management
566
Lazard Asset Management
New York
$17K -$9.32M -187,987 -100%
GWSG
567
GPS Wealth Strategies Group
Colorado
$16.9K -$6.8K -133 -29%
LFG
568
Larson Financial Group
Missouri
$16.7K -$3.53K -69 -17%
MIM
569
Macroview Investment Management
Maryland
$16.3K +$11.4K +224 +236%
CT
570
Cambridge Trust
Massachusetts
$15.3K – – –
LS
571
Livforsakringsbolaget Skandia
Sweden
$15.3K – – –
Bessemer Group
572
Bessemer Group
New Jersey
$15K -$2.63K -50 -15%
SSG
573
Summit Securities Group
New York
$15K +$15K +300 New
CI Investments Inc
574
CI Investments Inc
Ontario, Canada
$14K -$12K -241 -46%
QC
575
Quent Capital
New York
$13.9K -$869 -17 -6%
21 22
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