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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 %
NC
601
NewSquare Capital
Pennsylvania
$8.07K – – –
TFGT
602
TS Financial Group (TSFG)
Illinois
$8K – – –
CA
603
Clearstead Advisors
Ohio
$7.66K – – –
CTA
604
Colonial Trust Advisors
South Carolina
$7.66K +$7.66K +150 New
AF
605
Advisornet Financial
Minnesota
$7.56K -$562 -11 -7%
TFP
606
Tilia Fiduciary Partners
North Carolina
$7.41K – – –
PP
607
Pacifica Partners
Canada
$7.38K – – –
IWP
608
IAG Wealth Partners
Wisconsin
$7.15K -$3.58K -70 -33%
CCA
609
Column Capital Advisors
Indiana
$7.1K – – –
SFCL
610
Strengthening Families & Communities LLC
Massachusetts
$7K -$197 -4 -3%
AJ
611
Ashburton (Jersey)
Jersey
$7K – – –
FMP
612
Financial Management Professionals
Texas
$7K – – –
TWM
613
Tradition Wealth Management
Minnesota
$7K +$1.19K +24 +21%
WTG
614
West Tower Group
Virginia
$6.69K +$6.69K +131 New
ACM
615
Antonetti Capital Management
Florida
$6.54K – – –
CPG
616
Cornerstone Planning Group
New Jersey
$6.49K +$6.49K +127 New
FRA
617
Front Row Advisors
California
$6K -$3.6K -69 -38%
RWPA
618
Richard W. Paul & Associates
Michigan
$5.88K – – –
PP
619
PFS Partners
New Jersey
$5.37K – – –
BWS
620
Buck Wealth Strategies
Colorado
$5.11K -$10.2K -200 -67%
TFA
621
Toth Financial Advisory
Virginia
$5.11K -$4.09K -80 -44%
AA
622
Addison Advisors
Vermont
$5.11K – – –
NA
623
Nordwand Advisors
Pennsylvania
$5.11K – – –
VAG
624
VisionPoint Advisory Group
Texas
$5.06K +$5.06K +99 New
SF
625
Safeguard Financial
Wisconsin
$5K +$5K +100 New
23 24
25
26 27