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DocuSign
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Overview Fund Activity

730 hedge funds and large institutions have $8.67B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 281 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.78%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
129
Increased
217
Reduced
281
Closed
115
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
$171M
2
Coatue Management
Coatue Management
New York
$152M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$101M
4
Morgan Stanley
Morgan Stanley
New York
$204M
5
BlackRock
BlackRock
New York
$737M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.51M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Capital World Investors
Capital World Investors
California
$234M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$274K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
751
Louisiana State Employees Retirement System
Louisiana
– -$577K -10,800 Closed
HVM
752
Harvest Volatility Management
Connecticut
– -$576K -10,432 Closed
HT
753
HAP Trading
New York
– -$540K -10,091 Closed
HPWM
754
Highland Private Wealth Management
Washington
– -$522K -9,754 Closed
SFG
755
Synergy Financial Group
California
– -$504K -9,431 Closed
MCIA
756
Mountain Capital Investment Advisors
Colorado
– -$438K -9,414 Closed
FIA
757
Foundations Investment Advisors
Arizona
– -$497K -9,302 Closed
PP
758
PDT Partners
New York
– -$487K -9,100 Closed
CMI
759
Clare Market Investments
Texas
– -$480K -8,970 Closed
ZCA
760
Zeke Capital Advisors
Pennsylvania
– -$474K -8,867 Closed
PAG
761
Private Advisor Group
New Jersey
– -$442K -8,275 Closed
LCM
762
Lattice Capital Management
Washington
– -$415K -7,760 Closed
KCM
763
KLK Capital Management
California
– -$394K -7,381 Closed
BIA
764
Benchmark Investment Advisors
Illinois
– -$391K -7,320 Closed
EH
765
Equitable Holdings
New York
– -$390K -7,293 Closed
ACM
766
Aljian Capital Management
Nevada
– -$384K -7,075 Closed
NFC
767
Northeast Financial Consultants
Connecticut
– -$360K -6,725 Closed
GC
768
GFG Capital
Florida
– -$340K -6,351 Closed
JSC
769
Jackson Square Capital
California
– -$337K -6,299 Closed
Pacer Advisors
770
Pacer Advisors
Pennsylvania
– -$318K -5,946 Closed
WA
771
Wasatch Advisors
Utah
– -$310K -5,806 Closed
TIS
772
Tortoise Index Solutions
Kansas
– -$293K -5,476 Closed
SWP
773
Stratos Wealth Partners
Ohio
– -$289K -5,407 Closed
RJT
774
Raymond James Trust
Florida
– -$278K -5,209 Closed
EF
775
Empowered Funds
Pennsylvania
– -$263K -4,927 Closed
29 30
31
32 33