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DocuSign
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Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$265M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$148M
4
Coatue Management
Coatue Management
New York
$252M
5
Ameriprise
Ameriprise
Minnesota
$50.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$116M
3
BlackRock
BlackRock
New York
$691M
4
Goldman Sachs
Goldman Sachs
New York
$124M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
776
Oder Investment Management
California
– -$68.4K -1,235 Closed
SC
777
Sierra Capital
Florida
– -$56K -1,015 Closed
AAM
778
Advisors Asset Management
Colorado
– -$50.5K -911 Closed
OWA
779
One Wealth Advisors
California
– -$35.5K -640 Closed
SSG
780
Summit Securities Group
New York
– -$35K -624 Closed
HT
781
Headlands Technologies
Illinois
– -$30K -537 Closed
SIA
782
Sit Investment Associates
Minnesota
– -$27K -490 Closed
PCIG
783
Partners Capital Investment Group
Massachusetts
– -$24.1K -434 Closed
PWS
784
Paragon Wealth Strategies
Florida
– -$22.2K -400 Closed
EC
785
Elequin Capital
New York
– -$21.3K -384 Closed
EBA
786
Eagle Bay Advisors
New York
– -$13.9K -250 Closed
AF
787
Arrow Financial
New York
– -$12K -225 Closed
OA
788
Operose Advisors
Wisconsin
– -$11.1K -200 Closed
BHWM
789
Beaird Harris Wealth Management
Texas
– -$10.1K -182 Closed
MSCM
790
McElhenny Sheffield Capital Management
Texas
– -$22.5K -150 Closed
ZIG
791
Zullo Investment Group
Pennsylvania
– -$5.88K -106 Closed
MFG
792
Mendota Financial Group
Wisconsin
– -$5.27K -95 Closed
BC
793
Bartlett & Co
Ohio
– -$4K -80 Closed
BCWM
794
Bartlett & Co Wealth Management
Ohio
– -$4.43K -80 Closed
FGAM
795
Financial Gravity Asset Management
Texas
– -$84 -55 Closed
CS
796
Comerica Securities
Michigan
– -$2.88K -52 Closed
MPCL
797
My Personal CFO LLC
Washington
– -$2.66K -48 Closed
JAM
798
JCIC Asset Management
Ontario, Canada
– -$2K -43 Closed
RBC
799
Romano Brothers & Co
Illinois
– -$2.22K -40 Closed
SIS
800
Sound Income Strategies
Florida
– -$2.22K -40 Closed
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