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DocuSign
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Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$563M
2
Coatue Management
Coatue Management
New York
$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
$198M
4
JCAM
Jericho Capital Asset Management
New York
$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.5M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$595K
2
Capital International Investors
Capital International Investors
California
$163M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$475M
4
LIP
Liontrust Investment Partners
United Kingdom
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
651
Turtle Creek Wealth Advisors
Texas
$2.5K +$2.5K +42 New
SA
652
Scarborough Advisors
Maryland
$2.38K +$2.38K +40 New
AA
653
AlphaMark Advisors
Kentucky
$2K – – –
SAM
654
Smartleaf Asset Management
Massachusetts
$1.87K +$1.87K +31 New
LF
655
Lee Financial
Texas
$1.78K – – –
B
656
Birchbrook
Maine
$1.49K +$1.49K +25 New
CFB
657
Cullen/Frost Bankers
Texas
$1.49K -$357 -6 -19%
TAM
658
Tucker Asset Management
Colorado
$1.43K +$1.43K +24 New
PS
659
PayPay Securities
Japan
$1.41K +$674 +11 +92%
AFWM
660
Abich Financial Wealth Management
Virginia
$1.31K +$1.31K +22 New
QCG
661
Quadrant Capital Group
Ohio
$1.19K -$8.09K -136 -87%
DF
662
Dunhill Financial
United Kingdom
$1.13K +$1.13K +19 New
JWM
663
Janiczek Wealth Management
Colorado
$1.07K – – –
SC
664
Solstein Capital
California
$1.07K – – –
VF
665
VitalStone Financial
Texas
$1K – – –
HBW
666
Hazlett, Burt & Watson
West Virginia
$1K – – –
RIM
667
Rockbridge Investment Management
New York
$714 +$714 +12 New
VWWMG
668
Vermillion & White Wealth Management Group
Pennsylvania
$713 +$713 +12 New
PAI
669
Pittenger & Anderson Inc
Nebraska
$654 – – –
MLA
670
MB, Levis & Associates
Pennsylvania
$595 – – –
FWM
671
Focused Wealth Management
New York
$595 – – –
SJIM
672
St. Johns Investment Management
Florida
$595 – – –
RFG
673
REAP Financial Group
Texas
$595 +$595 +10 New
NMG
674
New Millennium Group
Utah
$595 +$595 +10 New
FHA
675
First Horizon Advisors
Tennessee
$594 -$2.55K -43 -81%
25 26
27
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