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DocuSign
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Overview Fund Activity

677 hedge funds and large institutions have $9.56B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-20
Holders Change %
-2.87%
% of All Funds
9.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
89
Increased
241
Reduced
234
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M

Top Buyers

1
JCAM
1
Jericho Capital Asset Management
New York
$204M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$118M
3
Citadel Advisors
3
Citadel Advisors
Florida
$162M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$187M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$76.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$221M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.1M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$91.8M
5
CIM
5
Contrarius Investment Management
Jersey
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
651
Trust Company of Vermont
Vermont
$953 +$953 +16 New
SAM
652
Smartleaf Asset Management
Massachusetts
$829 -$1.01K -17 -55%
VWA
653
Valued Wealth Advisors
Utah
$775 – – –
MG
654
Mather Group
Illinois
$773 +$773 +13 New
VWWMG
655
Vermillion & White Wealth Management Group
Pennsylvania
$714 – – –
PAI
656
Pittenger & Anderson Inc
Nebraska
$656 – – –
CP
657
Castleview Partners
Texas
$596 -$45.2K -759 -99%
RFG
658
REAP Financial Group
Texas
$596 – – –
MLA
659
MB, Levis & Associates
Pennsylvania
$596 – – –
SJIM
660
St. Johns Investment Management
Florida
$596 – – –
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$596 +$179 +3 +43%
BBHC
662
Brown Brothers Harriman & Co
New York
$596 +$596 +10 New
GJIA
663
Glass Jacobson Investment Advisors
Maryland
$477 +$60 +1 +14%
AssetMark Inc
664
AssetMark Inc
California
$476 +$298 +5 +167%
KFI
665
Key Financial Inc
Pennsylvania
$417 – – –
SIC
666
SJS Investment Consulting
Ohio
$298 – – –
SSB
667
Sandy Spring Bank
Maryland
$298 – – –
RG
668
Retirement Group
California
$298 – – –
BMC
669
Bear Mountain Capital
Washington
$290 – – –
MCM
670
Manchester Capital Management
Vermont
$239 – – –
ACA
671
American Capital Advisory
Idaho
$234 – – –
TWD
672
True Wealth Design
Ohio
$179 +$60 +1 +50%
DFA
673
DHJJ Financial Advisors
Illinois
$120 – – –
JWA
674
JFS Wealth Advisors
Pennsylvania
$120 +$120 +2 New
DJSG
675
D.J. St. Germain
Massachusetts
$119 – – –
25 26
27
28 29