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DocuSign
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Overview Fund Activity

656 hedge funds and large institutions have $6.36B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

Holders
656
Holders Change
-49
Holders Change %
-6.95%
% of All Funds
10.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$386M
2
CIM
2
Contrarius Investment Management
Jersey
$58.2M
3
Jane Street
3
Jane Street
New York
$60.6M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$80.2M
5
BlackRock
5
BlackRock
New York
$556M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$1.82M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$786K
3
Macquarie Group
3
Macquarie Group
Australia
$36.7M
4
Man Group
4
Man Group
United Kingdom
$41.3M
5
Coatue Management
5
Coatue Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPM
701
Symmetry Peak Management
Pennsylvania
– – -6,000 Closed
BFM
702
Boothbay Fund Management
New York
– – -5,809 Closed
PCS
703
Personal CFO Solutions
New Jersey
– – -5,801 Closed
DF
704
Donoghue Forlines
Massachusetts
– – -5,609 Closed
QT
705
Quantamental Technologies
New York
– – -5,570 Closed
CG
706
Cynosure Group
Utah
– – -5,391 Closed
VIM
707
Vinva Investment Management
Australia
– – -5,297 Closed
UC
708
Unio Capital
New Jersey
– – -5,210 Closed
PFS
709
Prospera Financial Services
Texas
– – -5,148 Closed
RC
710
RBF Capital
California
– – -5,000 Closed
EI
711
Ethic Inc
New York
– – -4,978 Closed
FPGK
712
Financial Partners Group (Kansas)
Kansas
– – -4,871 Closed
LNWWM
713
Laird Norton Wetherby Wealth Management
California
– – -4,717 Closed
1W
714
1776 Wealth
Georgia
– – -4,699 Closed
O
715
Ossiam
France
– – -4,588 Closed
LG
716
LaFleur & Godfrey
Michigan
– – -4,509 Closed
SFG
717
Sovereign Financial Group
Connecticut
– – -4,477 Closed
GAM
718
Griffin Asset Management
New York
– – -4,450 Closed
VFA
719
Valeo Financial Advisors
Indiana
– – -4,325 Closed
BM
720
Brandywine Managers
Delaware
– – -4,211 Closed
SFI
721
Siemens Fonds Invest
Germany
– – -4,153 Closed
PWM
722
Purus Wealth Management
California
– – -4,057 Closed
WCM
723
Wallace Capital Management
Texas
– – -4,000 Closed
IWM
724
IHT Wealth Management
Illinois
– – -3,983 Closed
KWM
725
Kingsview Wealth Management
Oregon
– – -3,953 Closed
27 28
29
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