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DocuSign
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Overview Fund Activity

656 hedge funds and large institutions have $8.58B invested in DocuSign in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 239 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
9.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
239
Reduced
216
Closed
87
Calls
$248M
Puts
$287M
Net Calls
-$39.1M
Net Calls Change
-$132M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$116M
2
Fidelity International
2
Fidelity International
Bermuda
$103M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$188M
4
BlackRock
4
BlackRock
New York
$781M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$254M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$76.1M
2
Capital International Investors
2
Capital International Investors
California
$51.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$12.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$77.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
701
Prospera Financial Services
Texas
– -$307K -5,161 Closed
RVPG
702
Relative Value Partners Group
– -$306K -5,021 Closed
LAI
703
Legal Advantage Investments
California
– -$296K -4,965 Closed
CW
704
CreativeOne Wealth
Kansas
– -$280K -4,700 Closed
OAM
705
Oxford Asset Management
United Kingdom
– -$257K -4,322 Closed
BM
706
Brandywine Managers
Delaware
– -$251K -4,211 Closed
BIAS
707
Beacon Investment Advisory Services
New Jersey
– -$250K -4,194 Closed
AA
708
ALPS Advisors
Colorado
– -$249K -4,176 Closed
DS
709
DRW Securities
Illinois
– -$244K -4,100 Closed
PCM
710
Prelude Capital Management
New York
– -$243K -4,078 Closed
RA
711
RFG Advisory
Alabama
– -$229K -3,845 Closed
AWM
712
Aviso Wealth Management
Washington
– -$228K -3,830 Closed
ACM
713
Aquatic Capital Management
Illinois
– -$226K -3,800 Closed
UCFA
714
United Capital Financial Advisors
Texas
– -$225K -3,785 Closed
LNC
715
Lincoln National Corp
Pennsylvania
– -$221K -3,704 Closed
AWM
716
Apollon Wealth Management
South Carolina
– -$213K -3,585 Closed
WS
717
Wedbush Securities
California
– -$213K -3,577 Closed
FIM
718
Freedom Investment Management
Connecticut
– -$211K -3,538 Closed
LG
719
LaFleur & Godfrey
Michigan
– -$210K -3,529 Closed
FPGK
720
Financial Partners Group (Kansas)
Kansas
– -$208K -3,488 Closed
IWM
721
IHT Wealth Management
Illinois
– -$207K -3,473 Closed
MGP
722
Metis Global Partners
California
– -$202K -3,392 Closed
LNWWM
723
Laird Norton Wetherby Wealth Management
California
– -$202K -3,386 Closed
AIG
724
American International Group
New York
– -$201K -3,374 Closed
TC
725
Truvestments Capital
Florida
– -$174K -2,918 Closed
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