DOCU icon

DocuSign
DOCU

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 %
HIIFS
576
Harel Insurance Investments & Financial Services
Israel
$29K -$9.13K -154 -24%
GWSG
577
GPS Wealth Strategies Group
Colorado
$27K +$27K +463 New
HNB
578
Huntington National Bank
Ohio
$24.3K -$1.98K -34 -8%
KFP
579
KB Financial Partners
New Jersey
$24K +$24K +414 New
ECG
580
Edge Capital Group
Georgia
$23.8K -$5.66K -97 -19%
NSIM
581
North Star Investment Management
Illinois
$23.7K – – –
LFG
582
Larson Financial Group
Missouri
$23.1K +$3.27K +56 +16%
POIA
583
Pin Oak Investment Advisors
Texas
$22K – – –
IFAM
584
Institutional & Family Asset Management
Colorado
$21.7K -$1.17K -20 -5%
BLC
585
Brown, Lisle/Cummings
Rhode Island
$20.4K +$20.4K +350 New
Bessemer Group
586
Bessemer Group
New Jersey
$19K +$19K +335 New
CFO
587
CVA Family Office
Colorado
$18.9K -$1.46K -25 -7%
TWA
588
TCI Wealth Advisors
Arizona
$18.4K -$5.66K -97 -24%
CT
589
Cambridge Trust
Massachusetts
$17.5K – – –
LS
590
Livforsakringsbolaget Skandia
Sweden
$17.5K – – –
BWS
591
Buck Wealth Strategies
Colorado
$17.5K +$17.5K +300 New
VF
592
VitalStone Financial
Texas
$17K +$10.7K +60 +171%
QC
593
Quent Capital
New York
$16.9K -$98.3K -1,686 -85%
AWM
594
Avior Wealth Management
Nebraska
$16.9K -$2.92K -50 -15%
AAP
595
Arax Advisory Partners
Colorado
$16.8K – – –
RTC
596
Riverview Trust Company
Washington
$14.8K – – –
FFA
597
Farther Finance Advisors
California
$14.3K +$408 +7 +3%
PA
598
PSI Advisors
Florida
$13.9K – – –
ATC
599
Adirondack Trust Company
New York
$13.7K – – –
CWM
600
CarsonAllaria Wealth Management
Illinois
$13.2K -$1.75K -30 -12%
22 23
24
25 26