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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 %
TC
701
TwinBeech Capital
New York
– -$7.42M -176,610 Closed
VF
702
Virtu Financial
New York
– -$4.1M -97,537 Closed
SMH
703
Sanders Morris Harris
Texas
– -$3.85M -92,440 Closed
CCM
704
Cinctive Capital Management
New York
– -$3.55M -84,637 Closed
GC
705
Globeflex Capital
California
– -$2.95M -70,354 Closed
HT
706
HAP Trading
New York
– -$2.25M -53,610 Closed
CW
707
Connectus Wealth
Ohio
– -$1.94M -46,307 Closed
RCW
708
Rheos Capital Works
Japan
– -$1.94M -46,200 Closed
Polen Capital Management
709
Polen Capital Management
Florida
– -$1.82M -43,366 Closed
HF
710
HRT Financial
New York
– -$1.74M -41,474 Closed
DA
711
Duality Advisers
Florida
– -$1.69M -40,150 Closed
AAIS
712
ABN AMRO Investment Solutions
– -$1.67M -39,656 Closed
GGHC
713
Gilder Gagnon Howe & Co
New York
– -$1.55M -36,975 Closed
TBWA
714
Three Bridge Wealth Advisors
California
– -$1.23M -29,382 Closed
PL
715
Polianta Ltd
Jersey
– -$894K -21,300 Closed
CWM
716
C2C Wealth Management
Arizona
– -$866K -20,795 Closed
ESCM
717
Echo Street Capital Management
New York
– -$812K -19,324 Closed
BCP
718
Berylson Capital Partners
Massachusetts
– -$811K -19,300 Closed
PTC
719
Petrus Trust Company
Texas
– -$715K -17,035 Closed
Nomura Holdings
720
Nomura Holdings
Japan
– -$631K -15,022 Closed
WAM
721
Werlinich Asset Management
Connecticut
– -$628K -14,954 Closed
PP
722
PDT Partners
New York
– -$609K -14,500 Closed
BAM
723
Blueshift Asset Management
New Jersey
– -$590K -14,038 Closed
FRM
724
Fox Run Management
Connecticut
– -$519K -12,361 Closed
TCBWMS
725
Texas Capital Bank Wealth Management Services
Texas
– -$504K -12,000 Closed
27 28
29
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