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DocuSign
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Overview Fund Activity

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$425M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$110M
3
Ameriprise
Ameriprise
Minnesota
$59M
4
KBC Group
KBC Group
Belgium
$71.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$44.4M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$113M
2
Citadel Advisors
Citadel Advisors
Florida
$4.12M
3
Millennium Management
Millennium Management
New York
$33.1M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$99.9M
5
LCM
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSE
726
MUFG Securities EMEA
United Kingdom
– -$183K -3,416 Closed
RFM
727
Royal Fund Management
Florida
– -$171K -3,200 Closed
A
728
Allianz
Germany
– -$107K -1,999 Closed
HIA
729
Harbor Investment Advisory
Maryland
– -$54.1K -1,012 Closed
NC
730
nVerses Capital
Florida
– -$48.2K -900 Closed
RFA
731
Register Financial Advisors
Georgia
– -$33.2K -620 Closed
NFSG
732
Newbridge Financial Services Group
Florida
– -$32.1K -600 Closed
GLR
733
Great Lakes Retirement
Ohio
– -$26.8K -500 Closed
GI
734
Gradient Investments
Minnesota
– -$21.7K -405 Closed
AGWCA
735
Annis Gardner Whiting Capital Advisors
Florida
– -$20.6K -385 Closed
TSWM
736
Tyler-Stone Wealth Management
Ohio
– -$19K -355 Closed
IC
737
Innealta Capital
Texas
– -$18K -337 Closed
SN
738
Sittner & Nelson
Oregon
– -$16.1K -300 Closed
CWM
739
Cedar Wealth Management
California
– -$11.4K -214 Closed
CTC
740
Central Trust Company
Missouri
– -$10.7K -200 Closed
PWM
741
Partnership Wealth Management
Maryland
– -$8.03K -150 Closed
OWA
742
Opal Wealth Advisors
New York
– -$7.54K -141 Closed
SWS
743
SYSTM Wealth Solutions
Illinois
– -$6.05K -113 Closed
AFWM
744
Abich Financial Wealth Management
Virginia
– -$4.01K -75 Closed
RWMG
745
Redwood Wealth Management Group
New Jersey
– -$3.21K -60 Closed
FLPIM
746
F.L. Putnam Investment Management
Massachusetts
– -$2.68K -50 Closed
WIA
747
Wetzel Investment Advisors
Indiana
– -$2.98K -50 Closed
OPTFSNA
748
Old Point Trust & Financial Services N A
Virginia
– -$2.68K -50 Closed
ATPW
749
Ashton Thomas Private Wealth
Arizona
– -$2.46K -46 Closed
VAG
750
VisionPoint Advisory Group
Texas
– -$2.03K -38 Closed
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