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DocuSign
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Overview Fund Activity

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$386M
2
CIM
Contrarius Investment Management
Jersey
$58.2M
3
Jane Street
Jane Street
New York
$60.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
$80.2M
5
BlackRock
BlackRock
New York
$556M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$1.82M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$786K
3
Macquarie Group
Macquarie Group
Australia
$36.7M
4
Man Group
Man Group
United Kingdom
$41.3M
5
Coatue Management
Coatue Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
576
Parkside Financial Bank & Trust
Missouri
$5.38K -$16.7K -398 -76%
ACM
577
Antonetti Capital Management
Florida
$5.38K – – –
FMP
578
Financial Management Professionals
Texas
$5K – – –
PVH
579
Psagot Value Holdings
Israel
$5K +$3.01K +68 +151%
AF
580
Advisornet Financial
Minnesota
$5K -$1.22K -29 -20%
RWPA
581
Richard W. Paul & Associates
Michigan
$4.83K – – –
MCM
582
Manchester Capital Management
Vermont
$4.54K -$18.5K -440 -80%
PP
583
PFS Partners
New Jersey
$4.41K – – –
BWS
584
Buck Wealth Strategies
Colorado
$4.2K – – –
TFA
585
Toth Financial Advisory
Virginia
$4.2K – – –
AA
586
Addison Advisors
Vermont
$4.2K – – –
NA
587
Nordwand Advisors
Pennsylvania
$4.2K – – –
HFM
588
Hartford Financial Management
Connecticut
$4.07K +$4.07K +97 New
FIA
589
FNY Investment Advisers
New York
$4K -$16K -400 -80%
MFG
590
Mendota Financial Group
Wisconsin
$3.99K – – –
GWSA
591
Global Wealth Strategies & Associates
Colorado
$3.99K – – –
EARNEST Partners
592
EARNEST Partners
Georgia
$3.99K – – –
RFG
593
RFP Financial Group
Georgia
$3.4K – – –
CWP
594
Concord Wealth Partners
Virginia
$3.36K +$252 +6 +8%
AAP
595
Arax Advisory Partners
Colorado
$3.32K -$4.2K -100 -56%
BIA
596
Bell Investment Advisors
California
$3.19K +$420 +10 +15%
ME
597
McIlrath & Eck
Washington
$3.15K – – –
CT
598
Colonial Trust
South Carolina
$3.13K -$5.32K -102 -63%
FAM
599
Flaharty Asset Management
Florida
$3.11K +$3.11K +74 New
JPWM
600
Jamison Private Wealth Management
Georgia
$3.07K +$3.07K +73 New
22 23
24
25 26