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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 %
BIAS
326
Beacon Investment Advisory Services
New Jersey
$2.26M -$348K -2,287 -13%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$2.25M +$64.7K +425 +3%
EMPI
328
Elo Mutual Pension Insurance
Finland
$2.25M +$187K +1,226 +9%
SIC
329
Sigma Investment Counselors
Michigan
$2.22M -$734K -4,822 -25%
HLA
330
Hamilton Lane Advisors
Pennsylvania
$2.22M +$923K +6,064 +71%
SAM
331
Shell Asset Management
Netherlands
$2.18M +$306K +2,006 +16%
CC
332
Centiva Capital
New York
$2.16M +$1.4M +9,210 +184%
WG
333
Watchman Group
Texas
$2.16M +$144K +945 +7%
AHC
334
Adell Harriman & Carpenter
Texas
$2.15M -$1.03M -6,784 -32%
BRWA
335
B. Riley Wealth Advisors
Florida
$2.15M -$77.2K -507 -3%
PAG
336
Private Advisor Group
New Jersey
$2.15M -$164K -1,077 -7%
PAA
337
Peregrine Asset Advisers
Oregon
$2.12M +$2.12M +13,923 New
SI
338
Stephens Inc
Arkansas
$2.1M +$1.08M +7,082 +105%
Tudor Investment Corp
339
Tudor Investment Corp
Connecticut
$2.09M +$2.09M +13,738 New
TRCT
340
Tower Research Capital (TRC)
New York
$2.09M +$757K +4,969 +57%
BSI
341
Bennett Selby Investments
Maine
$2.08M +$250K +1,640 +14%
CWA
342
Canvas Wealth Advisors
Kansas
$2.04M -$1.87M -12,292 -48%
LCH
343
Lee Capital Holdings
New York
$2.01M +$2.01M +13,210 New
AAS
344
Avantax Advisory Services
Texas
$2.01M +$395K +2,595 +24%
CRC
345
Curi RMB Capital
Illinois
$2M +$351K +2,302 +21%
GH
346
GAM Holding
Switzerland
$1.99M – – –
SPIA
347
Steward Partners Investment Advisory
New York
$1.99M -$641K -4,207 -24%
USCWA
348
U.S. Capital Wealth Advisors
Texas
$1.98M +$792K +5,197 +67%
HIA
349
Harbor Investment Advisory
Maryland
$1.97M -$353K -2,319 -15%
MA
350
Mutual Advisors
Nebraska
$1.97M +$1.61M +10,574 +451%
12 13
14
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