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DocuSign
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Overview Fund Activity

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$425M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$110M
3
Ameriprise
Ameriprise
Minnesota
$59M
4
KBC Group
KBC Group
Belgium
$71.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$44.4M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$113M
2
Citadel Advisors
Citadel Advisors
Florida
$4.12M
3
Millennium Management
Millennium Management
New York
$33.1M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$99.9M
5
LCM
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
626
Asset Dedication LLC
California
$3.29K -$4.29K -69 -57%
UB
627
UMB Bank
Missouri
$3.29K – – –
BIA
628
Bell Investment Advisors
California
$3.23K -$869 -14 -21%
BCWM
629
Bartlett & Co Wealth Management
Ohio
$3.23K – – –
BL
630
BFSG LLC
California
$3.11K – – –
VNA
631
Valley National Advisers
Pennsylvania
$3K -$2.14K -45 -42%
CAM
632
Creekmur Asset Management
Illinois
$2.92K -$248 -4 -8%
CFGS
633
Concourse Financial Group Securities
Alabama
$2.79K -$2.17K -35 -44%
GIA
634
GHP Investment Advisors
Colorado
$2.73K – – –
TAM
635
Tucker Asset Management
Colorado
$2.73K – – –
GG
636
Gleason Group
Kentucky
$2.67K -$62 -1 -2%
WIM
637
Westside Investment Management
California
$2.48K – – –
ACM
638
Anfield Capital Management
California
$1.86K – – –
CJ
639
Caitlin John
Michigan
$1.55K – – –
AIM
640
Anchor Investment Management
South Carolina
$1.55K – – –
S
641
Sachetta
Massachusetts
$1.37K +$62 +1 +5%
CB
642
CNB Bank
Pennsylvania
$1.3K -$14K -225 -91%
VF
643
VitalStone Financial
Texas
$1.24K – – –
GWSA
644
Global Wealth Strategies & Associates
Colorado
$1.24K – – –
MCM
645
MV Capital Management
Maryland
$1.24K +$1.06K +17 +567%
BFPW
646
BOK Financial Private Wealth
Colorado
$1.24K +$1.24K +20 New
SC
647
Solstein Capital
California
$1.12K – – –
GSEP
648
Golden State Equity Partners
California
$1.12K +$1.12K +18 New
Fifth Third Bancorp
649
Fifth Third Bancorp
Ohio
$931 +$931 +15 New
TCOV
650
Trust Company of Vermont
Vermont
$931 +$931 +15 New
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