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DocuSign
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Overview Fund Activity

1,003 hedge funds and large institutions have $22.8B invested in DocuSign in 2021 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 407 increasing their positions, 304 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
-30
Holders Change %
-2.9%
% of All Funds
15.49%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.22%
New
206
Increased
407
Reduced
304
Closed
218
Calls
$1.85B
Puts
$2.69B
Net Calls
-$840M
Net Calls Change
+$9.7M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$569M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$465M
3
Swedbank
Swedbank
Sweden
+$154M
4
NAMA
Nikko Asset Management Americas
New York
+$122M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$118M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.48B
2
Morgan Stanley
Morgan Stanley
New York
-$663M
3
SM
SCGE Management
California
-$323M
4
Invesco
Invesco
Georgia
-$223M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
276
Pinz Capital Management
New York
$3.38M +$3.38M +22,200 New
Aberdeen Group
277
Aberdeen Group
United Kingdom
$3.36M +$235K +1,541 +8%
SAM
278
Stansberry Asset Management
Texas
$3.35M -$255K -1,675 -7%
IAS
279
IMA Advisory Services
Colorado
$3.35M +$3.35M +21,966 New
X
280
Xponance
Pennsylvania
$3.35M +$40.4K +265 +1%
NEI
281
Northwest & Ethical Investments
Ontario, Canada
$3.31M +$1.07M +7,039 +48%
Cetera Investment Advisers
282
Cetera Investment Advisers
Illinois
$3.28M +$214K +1,402 +7%
PFS
283
Prospera Financial Services
Texas
$3.22M +$856K +5,624 +36%
CCFM
284
Clear Creek Financial Management
Washington
$3.2M +$3.2M +21,029 New
CI
285
Ceera Investments
Texas
$3.16M +$1.69M +11,070 +114%
US Bancorp
286
US Bancorp
Minnesota
$3.12M -$312K -2,050 -9%
AI
287
AXS Investments
New York
$3.07M +$3.07M +20,157 New
Bank of Nova Scotia
288
Bank of Nova Scotia
Ontario, Canada
$2.96M +$2.72M +17,690 +1,149%
BFIC
289
Bedell Frazier Investment Counselling
California
$2.91M -$911K -5,983 -24%
LFAS
290
Level Four Advisory Services
Texas
$2.9M +$1.73M +11,367 +148%
BAAM
291
Baker Avenue Asset Management
California
$2.89M +$214K +1,405 +8%
BWL
292
Bogart Wealth LLC
Virginia
$2.88M +$1.53M +10,040 +113%
VIA
293
Vident Investment Advisory
Georgia
$2.87M +$853K +5,598 +42%
PA
294
Parallel Advisors
California
$2.86M +$160K +1,049 +6%
IC
295
IEQ Capital
California
$2.85M -$2.36M -15,466 -45%
JSL
296
JT Stratford LLC
Georgia
$2.83M +$2.23M +14,647 +372%
WAM
297
Weatherly Asset Management
California
$2.81M +$249K +1,635 +10%
Simplex Trading
298
Simplex Trading
Illinois
$2.76M +$2.76M +18,138 New
CAN
299
Cetera Advisor Networks
California
$2.76M +$765K +5,024 +38%
AIM
300
Achmea Investment Management
Netherlands
$2.74M +$1.33M +8,764 +95%
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