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Overview Fund Activity

697 hedge funds and large institutions have $9.67B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 198 increasing their positions, 267 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
198
Reduced
267
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$563M
2
Coatue Management
Coatue Management
New York
$288M
3
AQR Capital Management
AQR Capital Management
Connecticut
$198M
4
JCAM
Jericho Capital Asset Management
New York
$48.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.5M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$595K
2
Capital International Investors
Capital International Investors
California
$163M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$475M
4
LIP
Liontrust Investment Partners
United Kingdom
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
751
Tortoise Investment Management
New York
– -$55.1K -1,312 Closed
RFA
752
Register Financial Advisors
Georgia
– -$42.8K -1,020 Closed
BCM
753
BluePath Capital Management
Georgia
– -$32K -762 Closed
Kayne Anderson Rudnick Investment Management
754
Kayne Anderson Rudnick Investment Management
California
– -$20.4K -485 Closed
WWP
755
WR Wealth Planners
Missouri
– -$16.3K -387 Closed
HL
756
HeadInvest LLC
Maine
– -$11.6K -279 Closed
Bessemer Group
757
Bessemer Group
New Jersey
– -$11K -258 Closed
SCA
758
Stonebridge Capital Advisors
Minnesota
– -$10.2K -243 Closed
HT
759
Headlands Technologies
Illinois
– -$9.53K -227 Closed
TWP
760
TFO Wealth Partners
Ohio
– -$11K -216 Closed
SVCP
761
Silicon Valley Capital Partners
California
– -$8.57K -204 Closed
BWM
762
Baystate Wealth Management
Massachusetts
– -$6.3K -150 Closed
SFCL
763
Strengthening Families & Communities LLC
Massachusetts
– -$6K -142 Closed
TFA
764
Toth Financial Advisory
Virginia
– -$4.2K -100 Closed
FIA
765
FNY Investment Advisers
New York
– -$4K -100 Closed
BWS
766
Buck Wealth Strategies
Colorado
– -$4.2K -100 Closed
AA
767
Addison Advisors
Vermont
– -$4.2K -100 Closed
HFM
768
Hartford Financial Management
Connecticut
– -$4.07K -97 Closed
EARNEST Partners
769
EARNEST Partners
Georgia
– -$3.99K -95 Closed
RFG
770
RFP Financial Group
Georgia
– -$3.4K -81 Closed
CWP
771
Concord Wealth Partners
Virginia
– -$3.36K -80 Closed
FAM
772
Flaharty Asset Management
Florida
– -$3.11K -74 Closed
CWC
773
Carolinas Wealth Consulting
North Carolina
– -$2.88K -74 Closed
JPWM
774
Jamison Private Wealth Management
Georgia
– -$3.07K -73 Closed
CT
775
Colonial Trust
South Carolina
– -$3.13K -60 Closed
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