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DocuSign
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Overview Fund Activity

706 hedge funds and large institutions have $8.14B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 274 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
216
Reduced
274
Closed
95
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$294M
2
NMO
2
Newlands Management Operations
Texas
$211M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$75.2M
4
Man Group
4
Man Group
United Kingdom
$57.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$61.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.7M
2
Coatue Management
2
Coatue Management
New York
$56M
3
Morgan Stanley
3
Morgan Stanley
New York
$142M
4
Ameriprise
4
Ameriprise
Minnesota
$8.29M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Burney Company
Virginia
$5.03M +$268K +5,246 +6%
Stifel Financial
127
Stifel Financial
Missouri
$4.97M -$1.04M -20,451 -17%
Axa
128
Axa
France
$4.94M +$384K +7,517 +8%
MSV
129
MN Services Vermogensbeheer
Netherlands
$4.94M – – –
CGIM
130
Capital Group Investment Management
Singapore
$4.93M – – –
LFAS
131
Level Four Advisory Services
Texas
$4.69M +$1.27M +24,847 +37%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.68M -$342K -6,689 -7%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$4.65M +$95.8K +1,875 +2%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$4.58M -$78.2K -1,530 -2%
GS
135
GTS Securities
New York
$4.56M +$4.56M +89,186 New
SWM
136
Selective Wealth Management
Virginia
$4.47M +$4.47M +87,464 New
GWM
137
Greenwich Wealth Management
Connecticut
$4.4M – – –
CII
138
Capital International Inc
California
$4.35M -$12.8K -250 -0.3%
BA
139
Bridgewater Associates
Connecticut
$4.26M +$4.26M +83,477 New
ECM
140
ExodusPoint Capital Management
New York
$4.19M -$214K -4,181 -5%
TCA
141
Transcend Capital Advisors
New Jersey
$4.18M – – –
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$4.13M -$1.18K -23 -0%
PAMS
143
Pictet Asset Management (Switzerland)
Switzerland
$4.02M +$609K +11,922 +18%
Asset Management One
144
Asset Management One
Japan
$4M -$206K -4,029 -5%
PFO
145
Pathstone Family Office
New Jersey
$3.94M -$94.7K -1,853 -2%
Simplex Trading
146
Simplex Trading
Illinois
$3.9M +$3.89M +76,210 +43,056%
Victory Capital Management
147
Victory Capital Management
Texas
$3.89M -$42.1K -824 -1%
BCM
148
Bayesian Capital Management
New York
$3.89M +$3.89M +76,063 New
Mitsubishi UFJ Asset Management
149
Mitsubishi UFJ Asset Management
Japan
$3.83M -$761K -14,895 -17%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$3.76M +$305K +5,966 +9%
4 5
6
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