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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 %
VWA
676
Valued Wealth Advisors
Utah
$546 +$546 +13 New
GJIA
677
Glass Jacobson Investment Advisors
Maryland
$417 – – –
KIG
678
Kessler Investment Group
Indiana
$416 -$4.35M -73,117 -100%
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$416 -$2.5K -42 -86%
KFI
680
Key Financial Inc
Pennsylvania
$416 – – –
NSG
681
Nalls Sherbakoff Group
Tennessee
$357 -$357 -6 -50%
BMC
682
Bear Mountain Capital
Washington
$313 +$313 +5 New
SSB
683
Sandy Spring Bank
Maryland
$298 -$9.36K -157 -97%
SIC
684
SJS Investment Consulting
Ohio
$298 -$238 -4 -44%
RG
685
Retirement Group
California
$297 +$297 +5 New
MCM
686
Manchester Capital Management
Vermont
$238 -$6.19K -104 -96%
CAM
687
Creekmur Asset Management
Illinois
$238 +$238 +4 New
ACA
688
American Capital Advisory
Idaho
$238 +$238 +4 New
CJ
689
Caitlin John
Michigan
$238 +$238 +4 New
AssetMark Inc
690
AssetMark Inc
California
$178 +$178 +3 New
DJSG
691
D.J. St. Germain
Massachusetts
$119 – – –
TWD
692
True Wealth Design
Ohio
$119 – – –
DFA
693
DHJJ Financial Advisors
Illinois
$119 – – –
MCM
694
MV Capital Management
Maryland
$119 +$119 +2 New
GCS
695
Gordian Capital (Singapore)
Singapore
$60 – – –
ODG
696
O'Dell Group
Ohio
$60 +$60 +1 New
IPW
697
Impact Partnership Wealth
Georgia
$31 -$403 -13 -93%
DWM
698
Dogwood Wealth Management
Kansas
$2 – – –
LIP
699
Liontrust Investment Partners
United Kingdom
– -$65M -1,547,015 Closed
Simplex Trading
700
Simplex Trading
Illinois
– -$8.64M -205,682 Closed
26 27
28
29 30