DOCU icon

DocuSign
DOCU

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 Holding Trade Value Shares
Change 		Shares
Change %
DCM
726
Dupont Capital Management
Delaware
– -$153K -2,990 Closed
CLOS
727
Compagnie Lombard Odier SCmA
Switzerland
– -$92K -1,800 Closed
IGWM
728
ICA Group Wealth Management
Colorado
– -$62.9K -1,231 Closed
POIA
729
Pin Oak Investment Advisors
Texas
– -$19K -369 Closed
BLC
730
Brown, Lisle/Cummings
Rhode Island
– -$17.9K -350 Closed
CT
731
Cambridge Trust
Massachusetts
– -$15.3K -300 Closed
CFO
732
CVA Family Office
Colorado
– -$13.6K -267 Closed
RTC
733
Riverview Trust Company
Washington
– -$13K -254 Closed
WP
734
WealthPLAN Partners
Nebraska
– -$8.58K -168 Closed
DWMG
735
DB Wealth Management Group
California
– -$8.07K -158 Closed
TFP
736
Tilia Fiduciary Partners
North Carolina
– -$7.41K -145 Closed
FRA
737
Front Row Advisors
California
– -$6K -115 Closed
SF
738
Safeguard Financial
Wisconsin
– -$5K -100 Closed
VAG
739
VisionPoint Advisory Group
Texas
– -$5.06K -99 Closed
TAM
740
Tucker Asset Management
Colorado
– -$4.6K -90 Closed
ANBT
741
American National Bank & Trust
Texas
– -$4.5K -88 Closed
BEI
742
Benjamin Edwards Inc
Missouri
– -$3K -64 Closed
FGAM
743
Financial Gravity Asset Management
Texas
– -$96 -51 Closed
SIM
744
Studio Investment Management
Illinois
– -$1.79K -35 Closed
NCM
745
Northwest Capital Management
Oregon
– -$1.48K -29 Closed
CFD
746
Creative Financial Designs
Indiana
– -$1.38K -27 Closed
CHA
747
Carmichael Hill & Associates
Maryland
– -$1.28K -25 Closed
TAIM
748
TD Ameritrade Investment Management
Nebraska
– -$1K -22 Closed
CFS
749
CGC Financial Services
Oregon
– -$1.07K -21 Closed
CWA
750
Clearview Wealth Advisors
Oregon
– -$1.02K -20 Closed
27 28 29
30
31