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DocuSign
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Overview Fund Activity

656 hedge funds and large institutions have $8.58B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
9.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
239
Reduced
216
Closed
87
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$116M
2
Fidelity International
2
Fidelity International
Bermuda
$103M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$188M
4
BlackRock
4
BlackRock
New York
$781M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$254M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$76.1M
2
Capital International Investors
2
Capital International Investors
California
$51.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$12.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$77.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
601
Bell Investment Advisors
California
$3.53K +$749 +14 +27%
RWMG
602
Redwood Wealth Management Group
New Jersey
$3.21K +$3.21K +60 New
NS
603
NBC Securities
Alabama
$3K – – –
WIA
604
Wetzel Investment Advisors
Indiana
$2.98K – – –
UB
605
UMB Bank
Missouri
$2.84K – – –
BCWM
606
Bartlett & Co Wealth Management
Ohio
$2.78K – – –
CAM
607
Creekmur Asset Management
Illinois
$2.73K – – –
BL
608
BFSG LLC
California
$2.68K – – –
OPTFSNA
609
Old Point Trust & Financial Services N A
Virginia
$2.68K – – –
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$2.68K +$2.68K +50 New
FHA
611
First Horizon Advisors
Tennessee
$2.57K – – –
ATPW
612
Ashton Thomas Private Wealth
Arizona
$2.46K +$2.46K +46 New
GIA
613
GHP Investment Advisors
Colorado
$2.35K – – –
GG
614
Gleason Group
Kentucky
$2.35K – – –
TAM
615
Tucker Asset Management
Colorado
$2.35K +$1.07K +20 +83%
WIM
616
Westside Investment Management
California
$2.14K -$642 -12 -23%
VAG
617
VisionPoint Advisory Group
Texas
$2.03K – – –
AA
618
AlphaMark Advisors
Kentucky
$2K – – –
AssetMark Inc
619
AssetMark Inc
California
$1.98K +$1.55K +29 +363%
JWA
620
JFS Wealth Advisors
Pennsylvania
$1.66K +$1.55K +29 +1,450%
CP
621
Castleview Partners
Texas
$1.61K +$1.07K +20 +200%
ACM
622
Anfield Capital Management
California
$1.61K +$1.61K +30 New
AF
623
Advisornet Financial
Minnesota
$1.5K +$268 +5 +22%
AIM
624
Anchor Investment Management
South Carolina
$1.34K +$1.34K +25 New
S
625
Sachetta
Massachusetts
$1.17K +$1.17K +21 New
23 24
25
26 27