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DocuSign
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Overview Fund Activity

657 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 245 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-49
Holders Change %
-6.94%
% of All Funds
10.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
72
Increased
213
Reduced
245
Closed
110
Calls
$509M
Puts
$527M
Net Calls
-$18.4M
Net Calls Change
+$135M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$386M
2
CIM
2
Contrarius Investment Management
Jersey
$58.2M
3
Jane Street
3
Jane Street
New York
$60.6M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$80.2M
5
BlackRock
5
BlackRock
New York
$556M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$1.82M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$786K
3
Macquarie Group
3
Macquarie Group
Australia
$36.7M
4
Man Group
4
Man Group
United Kingdom
$41.3M
5
Coatue Management
5
Coatue Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
126
MN Services Vermogensbeheer
Netherlands
$4.06M – – –
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$3.88M -$5.84M -138,987 -60%
LFAS
128
Level Four Advisory Services
Texas
$3.88M +$21.5K +513 +0.6%
SMH
129
Sanders Morris Harris
Texas
$3.85M +$3.85M +92,440 New
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3.79M -$1.95M -46,321 -34%
GKWIM
131
Gerber Kawasaki Wealth & Investment Management
California
$3.79M -$1.25M -29,860 -25%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$3.73M -$91.9K -2,188 -2%
Federated Hermes
133
Federated Hermes
Pennsylvania
$3.72M +$1.64M +38,989 +79%
Stifel Financial
134
Stifel Financial
Missouri
$3.67M -$419K -9,984 -10%
GWM
135
Greenwich Wealth Management
Connecticut
$3.62M +$336 +8 +0%
CII
136
Capital International Inc
California
$3.57M – – –
CCM
137
Cinctive Capital Management
New York
$3.55M +$3.55M +84,637 New
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$3.51M +$365K +8,701 +12%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.46M -$383K -9,130 -10%
TCA
140
Transcend Capital Advisors
New Jersey
$3.43M -$4.2K -100 -0.1%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$3.42M +$3.42M +81,491 New
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$3.31M -$451K -10,742 -12%
Walleye Capital
143
Walleye Capital
New York
$3.29M +$3.29M +78,325 New
SWM
144
Selective Wealth Management
Virginia
$3.28M -$346K -8,347 -10%
Asset Management One
145
Asset Management One
Japan
$3.26M -$29.8K -710 -0.9%
PFO
146
Pathstone Family Office
New Jersey
$3.19M -$50.5K -1,203 -2%
GHAM
147
Gilman Hill Asset Management
Connecticut
$3.16M +$3.16M +75,291 New
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$3.09M – – –
PRC
149
Pearl River Capital
Michigan
$3.08M +$1.24M +29,491 +67%
CI
150
Ceera Investments
Texas
$3.08M +$392K +9,342 +15%
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6
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