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DocuSign
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Overview Fund Activity

719 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

Holders
719
Holders Change
-11
Holders Change %
-1.51%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
99
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$14.6M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$116M
3
BlackRock
3
BlackRock
New York
$691M
4
Goldman Sachs
4
Goldman Sachs
New York
$124M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$41.1M
Name Market Value Shares Shares
Change 		Shares
Change %
NL
801
NVWM LLC
Pennsylvania
– – -30 Closed
LAM
802
Lakewood Asset Management
Illinois
– – -30 Closed
CAS
803
Coppell Advisory Solutions
Texas
– – -20 Closed
CASC
804
Coppell Advisory Solutions Corp
Texas
– – -20 Closed
AGAM
805
Audent Global Asset Management
California
– – -17 Closed
KFS
806
Kelly Financial Services
Massachusetts
– – -4 Closed
TFA
807
Transamerica Financial Advisors
Florida
– – -2 Closed
FA
808
Fiduciary Alliance
South Carolina
– – -1 Closed
GIA
809
Goodwin Investment Advisory
Georgia
– – -1 Closed
CAM
810
CenterStar Asset Management
Illinois
– – – –
BCM
811
Bluefin Capital Management
New York
– – – –
IMC Chicago
812
IMC Chicago
Illinois
– – – –
ECU
813
Eisler Capital (US)
New York
– – – –
XS
814
XR Securities
Illinois
– – – –
EAM
815
Erste Asset Management
Austria
– – – –
CCMT
816
CMT Capital Markets Trading
Germany
– – – –
MS
817
Maven Securities
Jersey
– – – –
Calamos Advisors
818
Calamos Advisors
Illinois
– – – –
HT
819
HAP Trading
New York
– – – –
VWM
820
Valley Wealth Managers
New Jersey
– – – –
Walleye Capital
821
Walleye Capital
New York
– – – –
HFS
822
HBC Financial Services
Washington
$0 10 – –
MFA
823
McClarren Financial Advisors
Pennsylvania
$0 2 – –
FDCC
824
Foster Dykema Cabot & Co
Massachusetts
$0 5 +5 New
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