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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 %
GWSA
626
Global Wealth Strategies & Associates
Colorado
$4.85K – – –
EARNEST Partners
627
EARNEST Partners
Georgia
$4.85K – – –
MFG
628
Mendota Financial Group
Wisconsin
$4.85K +$4.85K +95 New
TAM
629
Tucker Asset Management
Colorado
$4.6K -$511 -10 -10%
ANBT
630
American National Bank & Trust
Texas
$4.5K -$2.52M -49,311 -100%
FCAG
631
First Capital Advisors Group
New Jersey
$4.45K +$4.45K +87 New
RFG
632
RFP Financial Group
Georgia
$4.14K – – –
ADL
633
Asset Dedication LLC
California
$4K – – –
ME
634
McIlrath & Eck
Washington
$3.83K -$1.23K -24 -24%
CWP
635
Concord Wealth Partners
Virginia
$3.78K – – –
CWC
636
Carolinas Wealth Consulting
North Carolina
$3.78K – – –
EWP
637
Elevation Wealth Partners
California
$3.68K – – –
WIM
638
Westside Investment Management
California
$3.53K – – –
BIA
639
Bell Investment Advisors
California
$3.37K -$1.38K -27 -29%
JMF
640
Johnson Midwest Financial
Iowa
$3.12K – – –
CAC
641
Core Alternative Capital
Georgia
$3.12K +$51 +1 +2%
BEI
642
Benjamin Edwards Inc
Missouri
$3K -$2.3K -49 -43%
BC
643
Bartlett & Co
Ohio
$3K +$3K +52 New
FSWA
644
Financial Synergies Wealth Advisors
Texas
$2.71K – – –
FHA
645
First Horizon Advisors
Tennessee
$2.71K +$562 +11 +26%
BCWM
646
Bartlett & Co Wealth Management
Ohio
$2.66K +$2.66K +52 New
AAG
647
Armstrong Advisory Group
Massachusetts
$2.61K – – –
LWANC
648
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.56K – – –
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$2.45K +$409 +8 +20%
SJIM
650
St. Johns Investment Management
Florida
$2.4K – – –
24 25
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