DOCU icon

DocuSign
DOCU

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

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$1.82M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$786K
3
Macquarie Group
Macquarie Group
Australia
$36.7M
4
Man Group
Man Group
United Kingdom
$41.3M
5
Coatue Management
Coatue Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
176
Rafferty Asset Management
New York
$1.95M +$342K +8,141 +21%
CW
177
Connectus Wealth
Ohio
$1.94M +$535K +12,747 +38%
RCW
178
Rheos Capital Works
Japan
$1.94M -$210K -5,000 -10%
SEI Investments
179
SEI Investments
Pennsylvania
$1.88M -$13.5M -321,162 -88%
Polen Capital Management
180
Polen Capital Management
Florida
$1.82M -$354M -8,430,648 -99%
Twin Tree Management
181
Twin Tree Management
Texas
$1.8M +$1.8M +42,889 New
UIM
182
USS Investment Management
United Kingdom
$1.8M +$195K +4,649 +12%
DekaBank Deutsche Girozentrale
183
DekaBank Deutsche Girozentrale
Germany
$1.77M +$68.4K +1,606 +4%
JPMPWA
184
J.P. Morgan Private Wealth Advisors
California
$1.75M -$3.71M -88,414 -68%
HF
185
HRT Financial
New York
$1.74M +$1.74M +41,474 New
WIA
186
Westbourne Investment Advisors
Maryland
$1.72M +$274K +6,525 +19%
HighTower Advisors
187
HighTower Advisors
Illinois
$1.71M -$1.05M -25,126 -38%
SG Americas Securities
188
SG Americas Securities
New York
$1.71M +$920K +21,913 +117%
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.69M -$18.6K -442 -1%
DA
190
Duality Advisers
Florida
$1.69M +$1.69M +40,150 New
AAM
191
Azzad Asset Management
Virginia
$1.67M +$234K +5,569 +16%
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$1.67M -$414K -9,849 -20%
AAIS
193
ABN AMRO Investment Solutions
$1.67M – – –
WA
194
Waverly Advisors
Alabama
$1.63M +$1.63M +38,882 New
CIP
195
Chartwell Investment Partners
Pennsylvania
$1.63M – – –
Neuberger Berman Group
196
Neuberger Berman Group
New York
$1.61M -$67.2K -1,600 -4%
RFC
197
Regions Financial Corp
Alabama
$1.59M -$6.22K -148 -0.4%
Aberdeen Group
198
Aberdeen Group
United Kingdom
$1.59M -$246K -5,856 -13%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$1.58M +$91.7K +2,184 +6%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$1.58M -$548K -13,056 -26%
6 7
8
9 10