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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 %
BS
351
Banco Santander
Spain
$1.96M -$557K -3,657 -22%
MLICM
352
Metropolitan Life Insurance Company (MetLife)
New York
$1.96M +$6.4K +42 +0.3%
AFAS
353
Acorn Financial Advisory Services
Virginia
$1.93M +$235K +1,546 +14%
TAM
354
Tocqueville Asset Management
New York
$1.93M +$1.71M +11,230 +785%
BF
355
BOK Financial
Oklahoma
$1.93M -$222K -1,461 -10%
TCM
356
Tributary Capital Management
Nebraska
$1.92M -$30.5K -200 -2%
APG Asset Management
357
APG Asset Management
Netherlands
$1.9M -$3.52M -26,300 -65%
CA
358
Cetera Advisors
Colorado
$1.9M +$115K +753 +6%
PNC Financial Services Group
359
PNC Financial Services Group
Pennsylvania
$1.88M +$384K +2,522 +26%
RCA
360
Resonant Capital Advisors
Wisconsin
$1.84M +$32.9K +216 +2%
NFC
361
Northeast Financial Consultants
Connecticut
$1.84M +$1.33M +8,732 +262%
CCG
362
Cloverfields Capital Group
Minnesota
$1.83M +$220K +1,444 +14%
AAS
363
Annex Advisory Services
Wisconsin
$1.83M +$1.25M +8,193 +215%
APA
364
American Portfolios Advisors
New York
$1.82M +$443K +2,909 +32%
CIS
365
Capital International Sarl
California
$1.82M +$1.43M +9,376 +362%
MWM
366
Meridian Wealth Management
Kentucky
$1.82M -$186K -1,219 -9%
DILIC
367
Dai-ichi Life Insurance Company
Japan
$1.78M – – –
EDRH
368
Edmond de Rothschild Holding
Switzerland
$1.76M +$936K +6,141 +113%
NIM
369
Northeast Investment Management
Massachusetts
$1.72M +$162K +1,061 +10%
LP
370
LMR Partners
United Kingdom
$1.72M +$1.72M +11,258 New
CCA
371
Catalyst Capital Advisors
New York
$1.69M -$78.3K -514 -4%
NA
372
NewEdge Advisors
Louisiana
$1.65M +$308K +2,021 +23%
RWA
373
Roberts Wealth Advisors
California
$1.64M +$32.8K +209 +2%
SMDAM
374
Sumitomo Mitsui DS Asset Management
Japan
$1.63M -$1.4M -9,223 -46%
TCM
375
Tran Capital Management
California
$1.63M -$404K -2,650 -20%
13 14
15
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