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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 %
AWM
676
Atticus Wealth Management
Florida
$2.38K – – –
PP
677
Pacifica Partners
Canada
$2.36K – – –
HWMA
678
Heritage Wealth Management (Arizona)
Arizona
$2.22K +$1.11K +20 +100%
RBC
679
Romano Brothers & Co
Illinois
$2.22K +$2.22K +40 New
OC
680
Oakworth Capital
Alabama
$2.22K +$2.22K +40 New
SIS
681
Sound Income Strategies
Florida
$2.22K +$2.22K +40 New
FFL
682
Financial Freedom LLC
Ohio
$2.05K +$2.05K +37 New
BTI
683
Blue Trust Inc
Georgia
$2K -$2.6K -39 -57%
JAM
684
JCIC Asset Management
Ontario, Canada
$2K – – –
RDIA
685
RE Dickinson Investment Advisors
Iowa
$2K – – –
LAM
686
Lakewood Asset Management
Illinois
$2K +$2K +30 New
AA
687
AlphaMark Advisors
Kentucky
$2K +$2K +36 New
SWA
688
SOA Wealth Advisors
New York
$2K – – –
HIP
689
HUB Investment Partners
Texas
$1.94K +$1.94K +35 New
KTC
690
Kistler-Tiffany Companies
Pennsylvania
$1.88K – – –
NL
691
NVWM LLC
Pennsylvania
$1.66K – – –
ZB
692
Zions Bancorporation
Utah
$1.5K -$25.8K -465 -95%
PS
693
PayPay Securities
Japan
$1.5K +$1.5K +27 New
CAC
694
Core Alternative Capital
Georgia
$1.39K -$1.44K -26 -51%
CHA
695
Carmichael Hill & Associates
Maryland
$1.39K – – –
PFG
696
Piershale Financial Group
Illinois
$1.39K +$1.39K +25 New
SWA
697
Sutton Wealth Advisors
Florida
$1.22K +$166 +3 +16%
BWM
698
BerganKDV Wealth Management
Minnesota
$1.16K -$5.65K -102 -83%
CAS
699
Coppell Advisory Solutions
Texas
$1.11K +$1.11K +20 New
CASC
700
Coppell Advisory Solutions Corp
Texas
$1.11K +$1.11K +20 New
26 27
28
29 30