DOCU icon

DocuSign
DOCU

Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$372M
2
Coatue Management
Coatue Management
New York
+$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$85M
4
JCAM
Jericho Capital Asset Management
New York
+$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.2M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$100M
2
Capital International Investors
Capital International Investors
California
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.6M
4
LIP
Liontrust Investment Partners
United Kingdom
-$65M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFIPS
626
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.95K +$5.95K +100 New
RIL
627
Rothschild Investment LLC
Illinois
$5.95K +$5.95K +100 New
GWSA
628
Global Wealth Strategies & Associates
Colorado
$5.65K – – –
HCM
629
Hollencrest Capital Management
California
$5.35K -$59.5K -1,000 -92%
LA
630
LM Advisors
California
$5.35K +$5.35K +90 New
GWS
631
Glassman Wealth Services
Virginia
$5.11K +$1.9K +32 +59%
VNA
632
Valley National Advisers
Pennsylvania
$5K +$1.79K +35 +56%
SR
633
Syntax Research
Florida
$4.99K +$4.99K +84 New
NRG
634
Nemes Rush Group
Michigan
$4.82K -$3.98K -67 -45%
AAP
635
Arax Advisory Partners
Colorado
$4.7K – – –
OCM
636
Orion Capital Management
California
$3.92K +$3.92K +66 New
UB
637
UMB Bank
Missouri
$3.33K -$32.8K -552 -91%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$3.13K – – –
WIM
639
Westside Investment Management
California
$3.09K +$1.19K +20 +63%
EWP
640
Elevation Wealth Partners
California
$3.02K – – –
ADL
641
Asset Dedication LLC
California
$3K – – –
BC
642
Bartlett & Co
Ohio
$3K – – –
WIA
643
Wetzel Investment Advisors
Indiana
$3K +$3K +50 New
BTI
644
Blue Trust Inc
Georgia
$3K +$2.67K +64 +800%
CTA
645
Colonial Trust Advisors
South Carolina
$2.97K -$5.95K -100 -67%
LWANC
646
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.97K – – –
FSWA
647
Financial Synergies Wealth Advisors
Texas
$2.94K – – –
CAC
648
Core Alternative Capital
Georgia
$2.91K -$713 -12 -20%
GIA
649
GHP Investment Advisors
Colorado
$2.62K – – –
BIA
650
Bell Investment Advisors
California
$2.5K -$2.02K -34 -45%
24 25
26
27 28