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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 %
SSG
751
Summit Securities Group
New York
– -$89K -1,500 Closed
TVAMP
752
Tennessee Valley Asset Management Partners
Tennessee
– -$82.9K -1,394 Closed
QL
753
Quarry LP
New York
– -$71.9K -1,209 Closed
LIWM
754
Long Island Wealth Management
New York
– -$55K -919 Closed
MSWM
755
McGlone Suttner Wealth Management
Wisconsin
– -$32K -538 Closed
PMFA
756
Plante Moran Financial Advisors
Michigan
– -$29.7K -500 Closed
RCM
757
Raleigh Capital Management
North Carolina
– -$20K -337 Closed
OP
758
ORG Partners
Indiana
– -$16.5K -277 Closed
WT
759
Washington Trust
Rhode Island
– -$9.51K -160 Closed
NMM
760
Naples Money Management
Florida
– -$8.92K -150 Closed
GCM
761
Gables Capital Management
Florida
– -$8.62K -145 Closed
PVH
762
Psagot Value Holdings
Israel
– -$8K -126 Closed
TWM
763
Tradition Wealth Management
Minnesota
– -$7K -118 Closed
RWPA
764
Richard W. Paul & Associates
Michigan
– -$6.84K -115 Closed
LA
765
LM Advisors
California
– -$5.35K -90 Closed
GWS
766
Glassman Wealth Services
Virginia
– -$5.11K -86 Closed
SR
767
Syntax Research
Florida
– -$4.99K -84 Closed
BTI
768
Blue Trust Inc
Georgia
– -$3K -72 Closed
LWANC
769
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2.97K -50 Closed
TCWA
770
Turtle Creek Wealth Advisors
Texas
– -$2.5K -42 Closed
SA
771
Scarborough Advisors
Maryland
– -$2.38K -40 Closed
LF
772
Lee Financial
Texas
– -$1.78K -30 Closed
CFB
773
Cullen/Frost Bankers
Texas
– -$1.49K -25 Closed
HBW
774
Hazlett, Burt & Watson
West Virginia
– -$1K -22 Closed
RIM
775
Rockbridge Investment Management
New York
– -$714 -12 Closed
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