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DocuSign
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Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$265M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$148M
4
Coatue Management
Coatue Management
New York
$252M
5
Ameriprise
Ameriprise
Minnesota
$50.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$116M
3
BlackRock
BlackRock
New York
$691M
4
Goldman Sachs
Goldman Sachs
New York
$124M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
651
EARNEST Partners
Georgia
$5.54K – – –
BIA
652
Bell Investment Advisors
California
$5.42K -$1.11K -19 -17%
ADL
653
Asset Dedication LLC
California
$5K – – –
RFG
654
RFP Financial Group
Georgia
$4.72K – – –
BWM
655
Baystate Wealth Management
Massachusetts
$4.43K – – –
CWP
656
Concord Wealth Partners
Virginia
$4.31K -$350 -6 -8%
HWM
657
HighMark Wealth Management
Minnesota
$4.31K – – –
CWC
658
Carolinas Wealth Consulting
North Carolina
$4.31K +$4.31K +74 New
EWP
659
Elevation Wealth Partners
California
$4.2K +$4.2K +72 New
WIM
660
Westside Investment Management
California
$4.02K – – –
BFA
661
BBJS Financial Advisors
Washington
$3.87K -$650K -11,096 -99%
BBHC
662
Brown Brothers Harriman & Co
New York
$3.67K +$3.67K +63 New
TWD
663
True Wealth Design
Ohio
$3.56K – – –
JMF
664
Johnson Midwest Financial
Iowa
$3.56K – – –
CAC
665
Core Alternative Capital
Georgia
$3.5K +$2.04K +35 +140%
FSWA
666
Financial Synergies Wealth Advisors
Texas
$3.09K – – –
BAM
667
Baldrige Asset Management
Pennsylvania
$3K +$3K +45 New
National Pension Service
668
National Pension Service
South Korea
$3K -$873K -15,430 -100%
AAG
669
Armstrong Advisory Group
Massachusetts
$2.97K – – –
LWANC
670
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.92K – – –
CAM
671
Costello Asset Management
Pennsylvania
$2.92K – – –
SJIM
672
St. Johns Investment Management
Florida
$2.74K – – –
AWM
673
Atticus Wealth Management
Florida
$2.51K – – –
FHA
674
First Horizon Advisors
Tennessee
$2.45K -$9.33K -160 -79%
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$2.33K -$2.33K -40 -50%
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