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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 %
IA
301
IndexIQ Advisors
New York
$2.69M +$43.6K +286 +2%
AB
302
Amalgamated Bank
New York
$2.6M +$917K +6,020 +54%
Prudential Financial
303
Prudential Financial
New Jersey
$2.55M +$10.8K +38 +0.4%
AAM
304
Azzad Asset Management
Virginia
$2.54M -$75.7K -497 -3%
Impax Asset Management Group
305
Impax Asset Management Group
United Kingdom
$2.54M -$9.59M -62,950 -79%
IAA
306
Independent Advisor Alliance
North Carolina
$2.53M -$2.55M -16,720 -50%
Russell Investments Group
307
Russell Investments Group
United Kingdom
$2.52M -$1.05M -6,855 -29%
AIG
308
American International Group
New York
$2.49M +$58.5K +384 +2%
SWM
309
Spire Wealth Management
Virginia
$2.49M +$564K +3,398 +29%
TLCM
310
Twin Lakes Capital Management
California
$2.48M +$2.48M +16,300 New
BNP Paribas Asset Management
311
BNP Paribas Asset Management
France
$2.46M +$982K +6,450 +67%
SCM
312
Shelton Capital Management
Colorado
$2.45M – – –
WS
313
Wedbush Securities
California
$2.44M +$79.7K +523 +3%
State of Tennessee, Department of Treasury
314
State of Tennessee, Department of Treasury
Tennessee
$2.44M +$2.44M +16,032 New
FC
315
Financial Consulate
Maryland
$2.41M – – –
LG
316
LaFleur & Godfrey
Michigan
$2.41M -$244K -1,605 -9%
WAM
317
Werlinich Asset Management
Connecticut
$2.41M +$154K +1,012 +7%
TAF
318
Tredje AP-fonden
Sweden
$2.4M +$263K +1,725 +12%
RWA
319
Ropes Wealth Advisors
Massachusetts
$2.32M +$2.32M +15,257 New
FA
320
Faithward Advisors
Pennsylvania
$2.31M -$1.09M -7,135 -32%
FDC
321
Flight Deck Capital
California
$2.3M +$2.3M +15,101 New
Creative Planning
322
Creative Planning
Kansas
$2.3M -$512K -3,361 -18%
AP
323
Atlas Principals
North Carolina
$2.29M – – –
DC
324
Davenport & Co
Virginia
$2.27M -$18.7K -123 -0.8%
FAIM
325
Financial Advocates Investment Management
Washington
$2.27M -$526K -3,451 -19%
11 12
13
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