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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 %
CFO
576
CVA Family Office
Colorado
$13.6K -$2.96K -58 -18%
RTC
577
Riverview Trust Company
Washington
$13K – – –
ATC
578
Adirondack Trust Company
New York
$12.6K – – –
PA
579
PSI Advisors
Florida
$12.2K – – –
SA
580
SRH Advisors
Kansas
$11.7K – – –
BWM
581
Baystate Wealth Management
Massachusetts
$11.5K +$7.61K +149 +196%
SIS
582
Strategic Investment Solutions
Illinois
$11.4K – – –
CWM
583
CarsonAllaria Wealth Management
Illinois
$11.4K -$153 -3 -1%
CWM
584
Cedar Wealth Management
California
$10.9K – – –
TWP
585
TFO Wealth Partners
Ohio
$10.7K +$10.7K +209 New
SVCP
586
Silicon Valley Capital Partners
California
$10.4K +$10.4K +204 New
MA
587
Montag & Associates
Georgia
$10.2K -$33.2K -650 -76%
HPC
588
HM Payson & Co
Maine
$10.2K – – –
OIA
589
Optimum Investment Advisors
Illinois
$10.2K – – –
SIC
590
Salem Investment Counselors
North Carolina
$9.86K +$3.78K +74 +62%
TCM
591
Tradewinds Capital Management
Washington
$9.71K – – –
GA
592
GoalVest Advisory
New York
$9.25K – – –
AAP
593
Arax Advisory Partners
Colorado
$9.15K -$5.57K -109 -38%
CFGS
594
Concourse Financial Group Securities
Alabama
$9.15K – – –
SCA
595
Stonebridge Capital Advisors
Minnesota
$8.94K +$2.2K +43 +33%
WP
596
WealthPLAN Partners
Nebraska
$8.58K -$2.61K -51 -23%
GWS
597
Glassman Wealth Services
Virginia
$8.43K -$255 -5 -3%
CT
598
Colonial Trust
South Carolina
$8.3K – – –
BWA
599
BDO Wealth Advisors
Florida
$8.07K -$766 -15 -9%
DWMG
600
DB Wealth Management Group
California
$8.07K – – –
22 23
24
25 26