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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$221M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.1M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$91.8M
5
CIM
5
Contrarius Investment Management
Jersey
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
551
Grove Bank & Trust
Florida
$25K -$60 -1 -0.2%
NSIM
552
North Star Investment Management
Illinois
$24.2K – – –
GI
553
Gradient Investments
Minnesota
$24.1K -$50.2K -843 -68%
CI Investments Inc
554
CI Investments Inc
Ontario, Canada
$24K +$5.38K +89 +29%
AA
555
Ancora Advisors
Ohio
$22.9K – – –
PLU
556
Performa Ltd (US)
South Carolina
$21.4K -$2.38K -40 -10%
TSWM
557
Tyler-Stone Wealth Management
Ohio
$21.1K – – –
WWP
558
WR Wealth Planners
Missouri
$21.1K +$21.1K +354 New
IFAM
559
Institutional & Family Asset Management
Colorado
$20.3K -$1.19K -20 -6%
QC
560
Quent Capital
New York
$19.8K -$2.86K -48 -13%
GXJ
561
Global X Japan
Japan
$18.5K -$2.26K -38 -11%
SN
562
Sittner & Nelson
Oregon
$17.9K – – –
LS
563
Livforsakringsbolaget Skandia
Sweden
$17.9K – – –
HCM
564
Highlander Capital Management
New Jersey
$16.4K +$16.4K +275 New
AWM
565
Activest Wealth Management
Florida
$16K – – –
CWM
566
CarsonAllaria Wealth Management
Illinois
$15.2K +$6.31K +106 +71%
GEA
567
Glen Eagle Advisors
New Jersey
$15K -$3.34K -56 -18%
PA
568
PSI Advisors
Florida
$14.2K – – –
BWL
569
Bogart Wealth LLC
Virginia
$14.2K -$9.35K -157 -40%
ATC
570
Adirondack Trust Company
New York
$14K – – –
PTC
571
Private Trust Company
Ohio
$12.8K -$40.3K -677 -76%
CWM
572
Cedar Wealth Management
California
$12.7K – – –
CFO
573
CVA Family Office
Colorado
$12.6K – – –
CA
574
Continuum Advisory
Idaho
$12.4K +$12.4K +217 New
OIA
575
Optimum Investment Advisors
Illinois
$11.9K – – –
21 22
23
24 25