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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 %
T
601
Tidemark
California
$6.61K – – –
MFG
602
Mendota Financial Group
Wisconsin
$6.31K – – –
PP
603
PFS Partners
New Jersey
$6.25K – – –
PWMG
604
Private Wealth Management Group
New Jersey
$6.08K – – –
NA
605
Nordwand Advisors
Pennsylvania
$5.96K – – –
RIL
606
Rothschild Investment LLC
Illinois
$5.96K – – –
TFIPS
607
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.96K – – –
AA
608
Addison Advisors
Vermont
$5.96K +$5.96K +100 New
PFBT
609
Parkside Financial Bank & Trust
Missouri
$5.42K -$655 -11 -11%
HCM
610
Hollencrest Capital Management
California
$5.36K – – –
TFGT
611
TS Financial Group (TSFG)
Illinois
$5K -$3.7K -68 -43%
NRG
612
Nemes Rush Group
Michigan
$4.82K – – –
QCG
613
Quadrant Capital Group
Ohio
$4.82K +$3.63K +61 +305%
CA
614
Crewe Advisors
Utah
$4.76K +$4.76K +80 New
AAP
615
Arax Advisory Partners
Colorado
$4.71K – – –
ME
616
McIlrath & Eck
Washington
$4.47K -$17.9K -300 -80%
EWP
617
Elevation Wealth Partners
California
$4.29K – – –
OCM
618
Orion Capital Management
California
$3.93K – – –
Fifth Third Bancorp
619
Fifth Third Bancorp
Ohio
$3.51K +$3.51K +59 New
AFWM
620
Abich Financial Wealth Management
Virginia
$3.34K +$2.03K +34 +155%
UB
621
UMB Bank
Missouri
$3.16K -$179 -3 -5%
FSWA
622
Financial Synergies Wealth Advisors
Texas
$3.16K – – –
BCWM
623
Bartlett & Co Wealth Management
Ohio
$3.1K – – –
WIM
624
Westside Investment Management
California
$3.1K – – –
BIA
625
Bell Investment Advisors
California
$3.1K +$596 +10 +24%
23 24
25
26 27