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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 %
GBWM
751
Granite Bay Wealth Management
New Hampshire
– -$239K -4,100 Closed
MA
752
Modus Advisors
Minnesota
– -$234K -4,013 Closed
YIH
753
Y-Intercept (HK)
Hong Kong
– -$232K -3,987 Closed
CCFM
754
Clear Creek Financial Management
Washington
– -$232K -3,984 Closed
CG
755
Clarus Group
Texas
– -$227K -3,898 Closed
LNC
756
Lincoln National Corp
Pennsylvania
– -$227K -3,893 Closed
HI
757
Hudock Inc
Pennsylvania
– -$225K -3,863 Closed
GL
758
Graypoint LLC
New York
– -$225K -3,857 Closed
DG
759
DMC Group
Alabama
– -$219K -3,778 Closed
IWA
760
IVC Wealth Advisors
Pennsylvania
– -$219K -3,753 Closed
CF
761
Cantor Fitzgerald
New York
– -$219K -3,750 Closed
MGP
762
Metis Global Partners
California
– -$213K -3,657 Closed
WSFS
763
Wilmington Savings Fund Society
Delaware
– -$213K -3,650 Closed
KFA
764
Kapstone Financial Advisors
Ohio
– -$200K -3,593 Closed
MMPW
765
Mitchell McLeod Pugh & Williams
Alabama
– -$208K -3,571 Closed
PVM
766
Palogic Value Management
Texas
– -$207K -3,555 Closed
C
767
Certuity
Florida
– -$207K -3,551 Closed
TA
768
Tectonic Advisors
Texas
– -$207K -3,544 Closed
SFG
769
Synergy Financial Group
California
– -$203K -3,489 Closed
FFN
770
Focus Financial Network
Minnesota
– -$203K -3,481 Closed
Point72 Asset Management
771
Point72 Asset Management
Connecticut
– -$176K -3,026 Closed
MC
772
Machina Capital
France
– -$169K -2,900 Closed
BAM
773
Belpointe Asset Management
Nevada
– -$85.7K -1,470 Closed
WBC
774
West Branch Capital
Massachusetts
– -$58.3K -1,000 Closed
AIM
775
Anchor Investment Management
South Carolina
– -$58.3K -1,000 Closed
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