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DocuSign
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Overview Fund Activity

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
$171M
2
Coatue Management
Coatue Management
New York
$152M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$101M
4
Morgan Stanley
Morgan Stanley
New York
$204M
5
BlackRock
BlackRock
New York
$737M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.51M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Capital World Investors
Capital World Investors
California
$234M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$274K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
651
Macroview Investment Management
Maryland
$5.27K – – –
EARNEST Partners
652
EARNEST Partners
Georgia
$5.27K – – –
MFG
653
Mendota Financial Group
Wisconsin
$5.27K +$5.27K +95 New
GWSA
654
Global Wealth Strategies & Associates
Colorado
$5.27K +$5.27K +95 New
APC
655
Aspire Private Capital
North Carolina
$5.1K +$2.38K +43 +88%
CFB
656
Cullen/Frost Bankers
Texas
$4.49K – – –
RFG
657
RFP Financial Group
Georgia
$4.49K +$4.49K +81 New
BCWM
658
Bartlett & Co Wealth Management
Ohio
$4.43K -$22.7K -410 -84%
CWP
659
Concord Wealth Partners
Virginia
$4.43K +$4.43K +80 New
HWM
660
HighMark Wealth Management
Minnesota
$4.1K – – –
BC
661
Bartlett & Co
Ohio
$4K -$20.5K -410 -84%
ADL
662
Asset Dedication LLC
California
$4K -$51 -1 -1%
BWM
663
Baystate Wealth Management
Massachusetts
$4K – – –
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +80 New
TWD
665
True Wealth Design
Ohio
$3.38K +$3.38K +61 New
VF
666
VitalStone Financial
Texas
$3K +$3K +35 New
JMF
667
Johnson Midwest Financial
Iowa
$3K +$2.75K +56 +1,120%
FSWA
668
Financial Synergies Wealth Advisors
Texas
$2.94K – – –
CS
669
Comerica Securities
Michigan
$2.88K +$2.88K +52 New
AAG
670
Armstrong Advisory Group
Massachusetts
$2.83K +$2.83K +51 New
LWANC
671
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.77K – – –
LF
672
Lee Financial
Texas
$2.77K – – –
CAM
673
Costello Asset Management
Pennsylvania
$2.77K – – –
MPCL
674
My Personal CFO LLC
Washington
$2.66K +$2.66K +48 New
SJIM
675
St. Johns Investment Management
Florida
$2.61K – – –
25 26
27
28 29