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DocuSign
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Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$265M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$148M
4
Coatue Management
Coatue Management
New York
$252M
5
Ameriprise
Ameriprise
Minnesota
$50.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$116M
3
BlackRock
BlackRock
New York
$691M
4
Goldman Sachs
Goldman Sachs
New York
$124M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KHC
701
Koesten Hirschmann & Crabtree
Kansas
$875 +$875 +15 New
NSG
702
Nalls Sherbakoff Group
Tennessee
$679 +$679 +12 New
PAI
703
Pittenger & Anderson Inc
Nebraska
$642 – – –
MLA
704
MB, Levis & Associates
Pennsylvania
$583 – – –
FWM
705
Focused Wealth Management
New York
$583 – – –
JWA
706
JFS Wealth Advisors
Pennsylvania
$583 +$117 +2 +25%
2L
707
25 LLC
Missouri
$493 +$493 +10 New
KFI
708
Key Financial Inc
Pennsylvania
$408 – – –
PO
709
Private Ocean
California
$408 +$408 +7 New
SIC
710
SJS Investment Consulting
Ohio
$351 – – –
TF
711
TimeScale Financial
Massachusetts
$292 – – –
SC
712
Schubert & Co
Texas
$292 +$58 +1 +25%
HS
713
Horan Securities
United States
$250 +$63 +1 +33%
AWM
714
AllSquare Wealth Management
New York
$233 – – –
DI
715
Disciplined Investments
Oklahoma
$175 – – –
MFT
716
Moisand Fitzgerald Tamayo
Florida
$175 +$175 +3 New
EWM
717
Evermay Wealth Management
Virginia
$59 -$29.5K -500 -100%
SFCL
718
Strengthening Families & Communities LLC
Massachusetts
$9 – – –
ACH
719
ArrowMark Colorado Holdings
Colorado
– -$54.7M -987,525 Closed
CCM
720
Candlestick Capital Management
Connecticut
– -$33.7M -607,273 Closed
VMPIC
721
Varma Mutual Pension Insurance Co
Finland
– -$26M -469,940 Closed
Holocene Advisors
722
Holocene Advisors
New York
– -$21.3M -385,199 Closed
Qube Research & Technologies (QRT)
723
Qube Research & Technologies (QRT)
United Kingdom
– -$21.1M -379,857 Closed
Arrowstreet Capital
724
Arrowstreet Capital
Massachusetts
– -$10.4M -188,241 Closed
QT
725
Quantbot Technologies
New York
– -$4.99M -89,992 Closed
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