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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 %
PWP
776
Perfromance Wealth Partners
Illinois
– -$263K -4,915 Closed
MWA
777
Meridian Wealth Advisors
Texas
– -$253K -4,729 Closed
ER
778
Enlightenment Research
Florida
– -$241K -4,504 Closed
AIP
779
Ameritas Investment Partners
Nebraska
– -$235K -4,398 Closed
FFN
780
Focus Financial Network
Minnesota
– -$230K -4,303 Closed
CIC
781
Chilton Investment Company
Connecticut
– -$223K -4,175 Closed
OWA
782
Octavia Wealth Advisors
Ohio
– -$222K -4,153 Closed
SFG
783
Sovereign Financial Group
Connecticut
– -$215K -4,017 Closed
CGL
784
Clarius Group LLC
Washington
– -$212K -3,974 Closed
SIC
785
Sigma Investment Counselors
Michigan
– -$208K -3,896 Closed
AC
786
Avestar Capital
New York
– -$202K -3,787 Closed
DFCM
787
Dark Forest Capital Management
Puerto Rico
– -$201K -3,753 Closed
HGERS
788
Householder Group Estate & Retirement Specialist
Arizona
– -$195K -3,654 Closed
MOS
789
MGO One Seven
Ohio
– -$213 -3,132 Closed
OPW
790
Oxler Private Wealth
New York
– -$124K -2,320 Closed
GFPC
791
Global Financial Private Client
Florida
– -$123K -2,318 Closed
EA
792
Emerald Advisers
Pennsylvania
– -$114K -2,125 Closed
PCC
793
Park Circle Company
Maryland
– -$107K -2,000 Closed
Bessemer Group
794
Bessemer Group
New Jersey
– -$105K -1,957 Closed
EW
795
Evoke Wealth
California
– -$92K -1,728 Closed
CWM
796
Castle Wealth Management
Florida
– -$55K -1,030 Closed
PCM
797
Penserra Capital Management
California
– -$50K -951 Closed
CCA
798
Catalyst Capital Advisors
New York
– -$43K -794 Closed
WWM
799
Wagner Wealth Management
South Carolina
– -$41K -761 Closed
IPAM
800
ICICI Prudential Asset Management
India
– -$39K -734 Closed
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