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DocuSign
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Overview Fund Activity

706 hedge funds and large institutions have $8.14B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 274 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
216
Reduced
274
Closed
95
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$294M
2
NMO
Newlands Management Operations
Texas
$211M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$75.2M
4
Man Group
Man Group
United Kingdom
$57.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$61.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.7M
2
Coatue Management
Coatue Management
New York
$56M
3
Morgan Stanley
Morgan Stanley
New York
$142M
4
Ameriprise
Ameriprise
Minnesota
$8.29M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
726
AXQ Capital
New Jersey
– -$831K -14,257 Closed
FF
727
Friedenthal Financial
New Jersey
– -$701K -12,029 Closed
JAFL
728
Jay A. Fishman Ltd
Michigan
– -$608K -10,425 Closed
CUAMC
729
China Universal Asset Management Company
China
– -$583K -10,000 Closed
MFS
730
Monetta Financial Services
Illinois
– -$583K -10,000 Closed
Mackenzie Financial
731
Mackenzie Financial
Ontario, Canada
– -$523K -8,963 Closed
CIBC World Market
732
CIBC World Market
Ontario, Canada
– -$446K -7,652 Closed
FIA
733
Foundations Investment Advisors
Arizona
– -$399K -6,838 Closed
CFA
734
Compass Financial Advisors
Indiana
– -$340K -5,824 Closed
AT
735
Arden Trust
Delaware
– -$327K -5,601 Closed
CIAS
736
Capital Investment Advisory Services
North Carolina
– -$299K -5,130 Closed
Brown Advisory
737
Brown Advisory
Maryland
– -$296K -5,084 Closed
SAM
738
Stansberry Asset Management
Texas
– -$293K -5,020 Closed
SM
739
Sciencast Management
New Jersey
– -$239K -4,939 Closed
TSS
740
Two Sigma Securities
New York
– -$287K -4,918 Closed
FTDI
741
First Trust Direct Indexing
Massachusetts
– -$279K -4,784 Closed
KeyBank National Association
742
KeyBank National Association
Ohio
– -$275K -4,717 Closed
Pzena Investment Management
743
Pzena Investment Management
New York
– -$274K -4,697 Closed
SSA
744
Schonfeld Strategic Advisors
New York
– -$272K -4,668 Closed
QCM
745
Qsemble Capital Management
New York
– -$268K -4,600 Closed
NFC
746
Northeast Financial Consultants
Connecticut
– -$256K -4,390 Closed
QI
747
Qtron Investments
Massachusetts
– -$251K -4,298 Closed
SW
748
SVB Wealth
Massachusetts
– -$248K -4,253 Closed
JWCA
749
J.W. Cole Advisors
Florida
– -$248K -4,251 Closed
AS
750
AM Squared
Hong Kong
– -$245K -4,200 Closed
28 29
30
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