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DocuSign
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Overview Fund Activity

720 hedge funds and large institutions have $9.13B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 242 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
11.52%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
100
Increased
247
Reduced
242
Closed
93
Calls
$694M
Puts
$941M
Net Calls
-$247M
Net Calls Change
-$269M

Top Buyers

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

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$116M
3
BlackRock
BlackRock
New York
$691M
4
Goldman Sachs
Goldman Sachs
New York
$124M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
201
IFM Investors
Australia
$2.1M +$304K +5,212 +17%
URS
202
Utah Retirement Systems
Utah
$2.07M +$17.5K +300 +0.9%
RGI
203
River Global Investors
United Kingdom
$2.05M +$140K +2,410 +7%
Allianz Asset Management
204
Allianz Asset Management
Germany
$2.04M +$268K +4,602 +15%
NAM
205
Nissay Asset Management
Japan
$2.03M +$331K +5,673 +19%
AAM
206
Azzad Asset Management
Virginia
$2M +$308K +5,281 +18%
PI
207
PFS Investments
Georgia
$1.95M +$6.89K +122 +0.4%
MIC
208
Meridian Investment Counsel
California
$1.91M – – –
Squarepoint
209
Squarepoint
New York
$1.82M +$1.82M +31,236 New
BNP Paribas Asset Management
210
BNP Paribas Asset Management
France
$1.82M +$29.7K +510 +2%
II
211
Inspire Investing
Idaho
$1.8M +$204K +3,505 +13%
WIA
212
Westbourne Investment Advisors
Maryland
$1.8M -$8.46K -145 -0.5%
VWA
213
V Wealth Advisors
Kansas
$1.79M +$299K +5,129 +20%
RFM
214
Royal Fund Management
Florida
$1.74M +$1.74M +29,900 New
LWM
215
Lyell Wealth Management
California
$1.72M -$57K -977 -3%
TBWA
216
Three Bridge Wealth Advisors
California
$1.71M – – –
GIA
217
Gladstone Institutional Advisory
Florida
$1.71M +$760K +13,032 +80%
OC
218
Oppenheimer & Co
New York
$1.7M +$114K +1,950 +7%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$1.7M -$163K -2,908 -9%
SEC
220
Seven Eight Capital
New York
$1.68M +$1.68M +28,794 New
FCH
221
Freestone Capital Holdings
Washington
$1.67M +$29.1K +499 +2%
KAS
222
Kestra Advisory Services
Texas
$1.65M -$885K -15,184 -35%
ASN
223
Advisory Services Network
Georgia
$1.64M +$655K +11,230 +67%
OPS
224
Orion Portfolio Solutions
Nebraska
$1.62M -$71.7K -1,229 -4%
BCI
225
Brinker Capital Investments
Pennsylvania
$1.62M +$1.62M +27,815 New
7 8
9
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