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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 %
GWSA
626
Global Wealth Strategies & Associates
Colorado
$1.07K – – –
VF
627
VitalStone Financial
Texas
$1.07K – – –
DF
628
Dunhill Financial
United Kingdom
$1.02K – – –
CJ
629
Caitlin John
Michigan
$1.02K – – –
SC
630
Solstein Capital
California
$963 – – –
PS
631
PayPay Securities
Japan
$696 -$428 -8 -38%
VWA
632
Valued Wealth Advisors
Utah
$696 – – –
SIC
633
SJS Investment Consulting
Ohio
$643 +$375 +7 +140%
VWWMG
634
Vermillion & White Wealth Management Group
Pennsylvania
$642 – – –
MFG
635
Mendota Financial Group
Wisconsin
$589 -$5.09K -95 -90%
PAI
636
Pittenger & Anderson Inc
Nebraska
$589 – – –
TWD
637
True Wealth Design
Ohio
$589 +$428 +8 +267%
CFB
638
Cullen/Frost Bankers
Texas
$589 +$589 +11 New
SJIM
639
St. Johns Investment Management
Florida
$535 – – –
MLA
640
MB, Levis & Associates
Pennsylvania
$535 – – –
PPA
641
Painted Porch Advisors
California
$482 +$482 +9 New
GJIA
642
Glass Jacobson Investment Advisors
Maryland
$428 – – –
PGAM
643
Princeton Global Asset Management
New Jersey
$428 +$428 +8 New
DPW
644
DiNuzzo Private Wealth
Pennsylvania
$428 +$428 +8 New
KFI
645
Key Financial Inc
Pennsylvania
$374 – – –
BMC
646
Bear Mountain Capital
Washington
$282 – – –
SSB
647
Sandy Spring Bank
Maryland
$268 – – –
ACA
648
American Capital Advisory
Idaho
$238 – – –
MCM
649
Manchester Capital Management
Vermont
$214 – – –
BWP
650
Baldwin Wealth Partners
Massachusetts
$214 +$214 +4 New
24 25
26
27 28