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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 %
SA
576
SRH Advisors
Kansas
$11.9K – – –
MA
577
Montag & Associates
Georgia
$11.9K – – –
HPC
578
HM Payson & Co
Maine
$11.9K – – –
NI
579
NCP Inc
California
$11.9K +$11.9K +200 New
GA
580
GoalVest Advisory
New York
$10.8K – – –
MSG
581
Main Street Group
Virginia
$10.8K – – –
FIM
582
Fernwood Investment Management
Massachusetts
$10.1K +$10.1K +170 New
CTA
583
Colonial Trust Advisors
South Carolina
$9.59K +$6.61K +111 +222%
NC
584
NewSquare Capital
Pennsylvania
$9.11K – – –
PWM
585
Partnership Wealth Management
Maryland
$8.93K – – –
PCMC
586
Planning Capital Management Corporation
Pennsylvania
$8.93K – – –
TCM
587
Tradewinds Capital Management
Washington
$8.93K – – –
HGERS
588
Householder Group Estate & Retirement Specialist
Arizona
$8.58K – – –
PP
589
Pacifica Partners
Canada
$8.49K – – –
GWSG
590
GPS Wealth Strategies Group
Colorado
$8.4K – – –
DAM
591
Delta Asset Management
Tennessee
$8.34K – – –
IWP
592
IAG Wealth Partners
Wisconsin
$8.34K – – –
CFGS
593
Concourse Financial Group Securities
Alabama
$8.04K – – –
FMP
594
Financial Management Professionals
Texas
$8K – – –
MIM
595
Macroview Investment Management
Maryland
$7.56K -$7.38K -124 -49%
GI
596
GAMMA Investing
California
$7.56K +$1.25K +21 +20%
LFG
597
Larson Financial Group
Missouri
$7.09K -$7.5K -126 -51%
SIC
598
Salem Investment Counselors
North Carolina
$7.03K -$4.47K -75 -39%
VNA
599
Valley National Advisers
Pennsylvania
$7K +$1.19K +20 +20%
SWS
600
SYSTM Wealth Solutions
Illinois
$6.73K – – –
22 23
24
25 26