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DocuSign
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Overview Fund Activity

677 hedge funds and large institutions have $9.56B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-20
Holders Change %
-2.87%
% of All Funds
9.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
89
Increased
241
Reduced
234
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M

Top Buyers

1
JCAM
1
Jericho Capital Asset Management
New York
$204M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$118M
3
Citadel Advisors
3
Citadel Advisors
Florida
$162M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$187M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$76.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$221M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.1M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$91.8M
5
CIM
5
Contrarius Investment Management
Jersey
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
726
JFG Wealth Management
Colorado
– -$357K -6,000 Closed
ARG
727
Advisory Resource Group
Oklahoma
– -$337K -5,668 Closed
Fisher Asset Management
728
Fisher Asset Management
Washington
– -$318K -5,353 Closed
EIP
729
Easterly Investment Partners
Massachusetts
– -$297K -5,001 Closed
SPM
730
Symmetry Peak Management
Pennsylvania
– -$297K -5,000 Closed
SWP
731
Stratos Wealth Partners
Ohio
– -$283K -4,754 Closed
SP
732
Systematic Portfolios
New York
– -$281K -4,721 Closed
AG
733
Algert Global
California
– -$263K -4,425 Closed
ARC
734
Advisor Resource Council
Texas
– -$258K -4,332 Closed
GLA
735
Good Life Advisors
Pennsylvania
– -$248K -4,174 Closed
CMF
736
Counterpoint Mutual Funds
California
– -$238K -4,006 Closed
Lido Advisors
737
Lido Advisors
California
– -$235K -3,959 Closed
DF
738
Donoghue Forlines
Massachusetts
– -$234K -3,938 Closed
CCM
739
Chiron Capital Management
Florida
– -$232K -3,900 Closed
I
740
InceptionR
California
– -$230K -3,874 Closed
TSS
741
Two Sigma Securities
New York
– -$221K -3,718 Closed
1W
742
1776 Wealth
Georgia
– -$219K -3,679 Closed
WAP
743
Wealthcare Advisory Partners
Pennsylvania
– -$214K -3,604 Closed
IAS
744
Insigneo Advisory Services
Florida
– -$213K -3,579 Closed
MMPW
745
Mitchell McLeod Pugh & Williams
Alabama
– -$208K -3,491 Closed
DWT
746
Dorsey & Whitney Trust
South Dakota
– -$204K -3,429 Closed
GAMC
747
Garner Asset Management Corp
Texas
– -$160K -3,025 Closed
GSIAS
748
Garden State Investment Advisory Services
New Jersey
– -$165K -2,772 Closed
KI
749
Kapitalo Investimentos
Brazil
– -$146K -2,454 Closed
CIAS
750
Capital Investment Advisory Services
North Carolina
– -$109K -1,836 Closed
28 29
30
31 32