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DOCU

DocuSign
DOCU

690 hedge funds and large institutions have $10.1B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 247 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

25% more call options, than puts

Call options by funds: $383M | Put options by funds: $308M

18% more capital invested

Capital invested by funds: $8.61B → $10.1B (+$1.52B)

4% more funds holding

Funds holding: 664 → 690 (+26)

1.93% more ownership

Funds ownership: 78.68% → 80.61% (+1.9%)

11% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 247

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
690
Holders Change
+26
Holders Change %
+3.92%
% of All Funds
9.91%
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
220
Reduced
247
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$69.5M
3
Ameriprise
Ameriprise
Minnesota
+$46.1M
4
KBC Group
KBC Group
Belgium
+$43.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$40.1M

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$102M
2
Citadel Advisors
Citadel Advisors
Florida
-$77.8M
3
Millennium Management
Millennium Management
New York
-$55M
4
LCM
Laurion Capital Management
New York
-$45.4M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
751
Opal Wealth Advisors
New York
– -$7.54K -141 Closed
SWS
752
SYSTM Wealth Solutions
Illinois
– -$6.05K -113 Closed
AFWM
753
Abich Financial Wealth Management
Virginia
– -$4.01K -75 Closed
RWMG
754
Redwood Wealth Management Group
New Jersey
– -$3.21K -60 Closed
FLPIM
755
F.L. Putnam Investment Management
Massachusetts
– -$2.67K -50 Closed
OPTFSNA
756
Old Point Trust & Financial Services N A
Virginia
– -$2.67K -50 Closed
WIA
757
Wetzel Investment Advisors
Indiana
– -$2.98K -50 Closed
ATPW
758
Ashton Thomas Private Wealth
Arizona
– -$2.46K -46 Closed
VAG
759
VisionPoint Advisory Group
Texas
– -$2.03K -38 Closed
AA
760
AlphaMark Advisors
Kentucky
– -$2K -36 Closed
DF
761
Dunhill Financial
United Kingdom
– -$1.02K -19 Closed
MFG
762
Mendota Financial Group
Wisconsin
– -$589 -11 Closed
PGAM
763
Princeton Global Asset Management
New Jersey
– -$428 -8 Closed
SSB
764
Sandy Spring Bank
Maryland
– -$268 -5 Closed
BWP
765
Baldwin Wealth Partners
Massachusetts
– -$214 -4 Closed
PG
766
Proffitt & Goodson
Tennessee
– -$54 -1 Closed
27 28 29 30
31

DOCU Hedge Fund Activity: Q3 2024 in Review

690 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q3 2024, worth a combined $10.1B — up 18% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new DOCU positions and 75 closed out — a net gain of 31 holders — while 220 added to existing stakes and 247 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $117M. The largest seller was AQR Capital Management, cutting an estimated $102M.

  • 690 institutional investors held DocuSign (DOCU) as of Q3 2024, up from 664 in Q2 2024.
  • Funds reported $10.1B of DocuSign stock for Q3 2024, up 18% quarter-over-quarter.
  • 106 funds opened new DocuSign positions in Q3 2024 and 75 closed out, a net change of +31 holders.
  • The largest DocuSign buyer in Q3 2024 was T. Rowe Price Associates, an estimated $117M added.
  • The largest DocuSign seller in Q3 2024 was AQR Capital Management, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2024.