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DOCU

DocuSign
DOCU

685 hedge funds and large institutions have $9.6B invested in DocuSign in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 243 increasing their positions, 237 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $522M | Put options by funds: $429M

3% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 237

1% less capital invested

Capital invested by funds: $9.7B → $9.6B (-$96M)

1.51% less ownership

Funds ownership: 80.04% → 78.53% (-1.5%)

3% less funds holding

Funds holding: 705 → 685 (-20)

11% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 101

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
685
Holders Change
-20
Holders Change %
-2.84%
% of All Funds
9.87%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
90
Increased
243
Reduced
237
Closed
101
Calls
$522M
Puts
$429M
Net Calls
+$92.9M
Net Calls Change
-$55.3M

Top Buyers

1
JCAM
Jericho Capital Asset Management
New York
+$147M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$112M
3
Citadel Advisors
Citadel Advisors
Florida
+$109M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$81.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$381M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$241M
3
JP Morgan Chase
JP Morgan Chase
New York
-$79.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$74.5M
5
CIM
Contrarius Investment Management
Jersey
-$61M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
776
Blue Trust Inc
Georgia
– -$3K -72 Closed
LWANC
777
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2.97K -50 Closed
TCWA
778
Turtle Creek Wealth Advisors
Texas
– -$2.5K -42 Closed
SA
779
Scarborough Advisors
Maryland
– -$2.38K -40 Closed
LF
780
Lee Financial
Texas
– -$1.78K -30 Closed
CFB
781
Cullen/Frost Bankers
Texas
– -$1.49K -25 Closed
HBW
782
Hazlett, Burt & Watson
West Virginia
– -$1K -22 Closed
RIM
783
Rockbridge Investment Management
New York
– -$714 -12 Closed
FWM
784
Focused Wealth Management
New York
– -$595 -10 Closed
NMG
785
New Millennium Group
Utah
– -$595 -10 Closed
KIG
786
Kessler Investment Group
Indiana
– -$416 -7 Closed
ODG
787
O'Dell Group
Ohio
– -$60 -1 Closed
28 29 30 31
32

DOCU Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2024, worth a combined $9.6B — down 0.99% from $9.7B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of DOCU and 90 opened new positions — a net loss of 11 holders — while 237 trimmed existing stakes and 243 added.

The largest buyer was Jericho Capital Asset Management, adding an estimated $147M. The largest seller was Morgan Stanley, cutting an estimated $381M.

  • 685 institutional investors held DocuSign (DOCU) as of Q1 2024, down from 705 in Q4 2023.
  • Funds reported $9.6B of DocuSign stock for Q1 2024, down 0.99% quarter-over-quarter.
  • 90 funds opened new DocuSign positions in Q1 2024 and 101 closed out, a net change of -11 holders.
  • The largest DocuSign buyer in Q1 2024 was Jericho Capital Asset Management, an estimated $147M added.
  • The largest DocuSign seller in Q1 2024 was Morgan Stanley, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2024.