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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 %
VFA
551
Virtus Fund Advisers
Connecticut
$32.8K +$32.8K +552 New
MSWM
552
McGlone Suttner Wealth Management
Wisconsin
$32K +$32K +538 New
CAL
553
Capital Analysts LLC
Pennsylvania
$31K +$27.5K +469 +782%
BCMLT
554
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.9K -$420 -10 -1%
RA
555
Rise Advisors
New York
$29.8K -$2.68K -45 -8%
PMFA
556
Plante Moran Financial Advisors
Michigan
$29.7K -$29.7K -500 -50%
CPG
557
Cornerstone Planning Group
New Jersey
$28.4K +$10.5K +176 +58%
GBT
558
Grove Bank & Trust
Florida
$25K -$28.4K -478 -53%
NSIM
559
North Star Investment Management
Illinois
$24.1K – – –
PLU
560
Performa Ltd (US)
South Carolina
$23.8K -$25.3K -425 -52%
BWL
561
Bogart Wealth LLC
Virginia
$23.5K -$2.17M -36,557 -99%
AA
562
Ancora Advisors
Ohio
$22.9K -$2.74K -46 -11%
QC
563
Quent Capital
New York
$22.7K +$6.42K +108 +40%
ME
564
McIlrath & Eck
Washington
$22.3K +$17.8K +300 +400%
IFAM
565
Institutional & Family Asset Management
Colorado
$21.5K -$238 -4 -1%
TSWM
566
Tyler-Stone Wealth Management
Ohio
$21.1K -$17.8K -300 -46%
GXJ
567
Global X Japan
Japan
$20.7K +$20.7K +348 New
RCM
568
Raleigh Capital Management
North Carolina
$20K +$20K +337 New
LC
569
Lindbrook Capital
California
$19.5K -$27K -455 -58%
GEA
570
Glen Eagle Advisors
New Jersey
$18.3K – – –
CI Investments Inc
571
CI Investments Inc
Ontario, Canada
$18K +$58 +1 +0.3%
CA
572
Clearstead Advisors
Ohio
$17.9K +$59 +1 +0.3%
SN
573
Sittner & Nelson
Oregon
$17.8K -$38.6K -650 -68%
LS
574
Livforsakringsbolaget Skandia
Sweden
$17.8K – – –
AWM
575
Avior Wealth Management
Nebraska
$17.3K +$4.22K +71 +32%
21 22
23
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