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DocuSign
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Overview Fund Activity

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$386M
2
CIM
Contrarius Investment Management
Jersey
$58.2M
3
Jane Street
Jane Street
New York
$60.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
$80.2M
5
BlackRock
BlackRock
New York
$556M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$1.82M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$786K
3
Macquarie Group
Macquarie Group
Australia
$36.7M
4
Man Group
Man Group
United Kingdom
$41.3M
5
Coatue Management
Coatue Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RDIA
626
RE Dickinson Investment Advisors
Iowa
$1K – – –
HBW
627
Hazlett, Burt & Watson
West Virginia
$1K +$1K +22 New
SWA
628
Sutton Wealth Advisors
Florida
$924 – – –
AWA
629
Authentikos Wealth Advisory
California
$798 +$798 +19 New
JWM
630
Janiczek Wealth Management
Colorado
$756 – – –
SC
631
Solstein Capital
California
$756 – – –
IPW
632
Impact Partnership Wealth
Georgia
$568 +$568 +14 New
Fifth Third Bancorp
633
Fifth Third Bancorp
Ohio
$504 -$420 -10 -45%
NSG
634
Nalls Sherbakoff Group
Tennessee
$504 – – –
ZB
635
Zions Bancorporation
Utah
$504 – – –
PS
636
PayPay Securities
Japan
$504 – – –
PAI
637
Pittenger & Anderson Inc
Nebraska
$462 – – –
CP
638
Castleview Partners
Texas
$420 -$147K -3,510 -100%
SJIM
639
St. Johns Investment Management
Florida
$420 -$1.55K -37 -79%
MLA
640
MB, Levis & Associates
Pennsylvania
$420 – – –
FWM
641
Focused Wealth Management
New York
$420 – – –
MCA
642
Maryland Capital Advisors
Maryland
$420 – – –
SIC
643
SJS Investment Consulting
Ohio
$378 +$42 +1 +13%
GJIA
644
Glass Jacobson Investment Advisors
Maryland
$294 – – –
KFI
645
Key Financial Inc
Pennsylvania
$294 – – –
JWA
646
JFS Wealth Advisors
Pennsylvania
$210 -$546 -13 -72%
YAL
647
Your Advocates Ltd
Texas
$210 +$210 +5 New
AWM
648
AllSquare Wealth Management
New York
$168 – – –
DJSG
649
D.J. St. Germain
Massachusetts
$84 – – –
TWD
650
True Wealth Design
Ohio
$84 +$42 +1 +100%
24 25
26
27 28