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DocuSign
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Overview Fund Activity

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$386M
2
CIM
Contrarius Investment Management
Jersey
$58.2M
3
Jane Street
Jane Street
New York
$60.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
$80.2M
5
BlackRock
BlackRock
New York
$556M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$1.82M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$786K
3
Macquarie Group
Macquarie Group
Australia
$36.7M
4
Man Group
Man Group
United Kingdom
$41.3M
5
Coatue Management
Coatue Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
651
DHJJ Financial Advisors
Illinois
$84 +$84 +2 New
GCS
652
Gordian Capital (Singapore)
Singapore
$42 – – –
Coatue Management
653
Coatue Management
New York
– -$56M -1,096,316 Closed
CCM
654
Cota Capital Management
California
– -$11.3M -221,914 Closed
AAF
655
Andra AP-fonden
Sweden
– -$10.7M -208,700 Closed
TAA
656
TB Alternative Assets
Cayman Islands
– -$5.2M -101,700 Closed
BCM
657
Bayesian Capital Management
New York
– -$3.89M -76,063 Closed
Natixis Advisors
658
Natixis Advisors
Massachusetts
– -$2.47M -48,252 Closed
TAM
659
Tocqueville Asset Management
New York
– -$2.31M -45,122 Closed
FA
660
FDx Advisors
Illinois
– -$2.22M -43,397 Closed
MMA
661
Mizuho Markets Americas
New York
– -$2.2M -43,131 Closed
CIBC Private Wealth Group
662
CIBC Private Wealth Group
Georgia
– -$1.9M -37,107 Closed
MAM
663
Meeder Asset Management
Ohio
– -$1.86M -36,449 Closed
SI
664
Stephens Inc
Arkansas
– -$1.75M -34,300 Closed
VWA
665
V Wealth Advisors
Kansas
– -$1.7M -33,269 Closed
PWG
666
Portside Wealth Group
Utah
– -$1.57M -30,748 Closed
II
667
Inspire Investing
Idaho
– -$1.53M -30,013 Closed
WHG
668
Westwood Holdings Group
Texas
– -$1.44M -28,131 Closed
BCI
669
Brinker Capital Investments
Pennsylvania
– -$1.4M -27,363 Closed
OPS
670
Orion Portfolio Solutions
Nebraska
– -$1.4M -27,363 Closed
AI
671
Atria Investments
North Carolina
– -$1.31M -25,564 Closed
VAS
672
Vestmark Advisory Solutions
Massachusetts
– -$1.23M -24,088 Closed
E
673
Ergoteles
New York
– -$1.15M -22,433 Closed
IWP
674
Icon Wealth Partners
Texas
– -$1.08M -21,072 Closed
WMSA
675
Weiss Multi-Strategy Advisers
New York
– -$1.02M -20,000 Closed
25 26
27
28 29