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DocuSign
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Overview Fund Activity

930 hedge funds and large institutions have $16.3B invested in DocuSign in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 288 reducing their positions, and 204 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-73
Holders Change %
-7.28%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
390
Reduced
288
Closed
204
Calls
$1.9B
Puts
$2.08B
Net Calls
-$183M
Net Calls Change
+$657M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$609M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.85B
3
Flossbach Von Storch
3
Flossbach Von Storch
Germany
$256M
4
Polen Capital Management
4
Polen Capital Management
Florida
$595M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$207M

Top Sellers

1
Tiger Global Management
1
Tiger Global Management
New York
$363M
2
AIM
2
ARK Investment Management
Florida
$179K
3
NAMA
3
Nikko Asset Management Americas
New York
$318K
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$57.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
351
Northeast Financial Consultants
Connecticut
$1.3M +$8.25K +77 +0.6%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$1.3M -$1.34M -12,546 -51%
HVM
353
Harvest Volatility Management
Connecticut
$1.29M +$6.64K +62 +0.5%
RWA
354
Roberts Wealth Advisors
California
$1.27M +$132K +1,219 +12%
QCM
355
Quantinno Capital Management
New York
$1.25M +$1.25M +11,710 New
MA
356
Modus Advisors
Minnesota
$1.25M +$169K +1,579 +16%
QFA
357
Quattro Financial Advisors
Texas
$1.25M +$664K +6,200 +113%
BIA
358
Benchmark Investment Advisors
Illinois
$1.25M +$292K +2,725 +30%
SIC
359
Sigma Investment Counselors
Michigan
$1.24M -$322K -3,002 -21%
NIM
360
Northeast Investment Management
Massachusetts
$1.24M +$28.2K +263 +2%
IG
361
ING Group
Netherlands
$1.23M +$336K +3,139 +38%
WWM
362
WT Wealth Management
Arizona
$1.23M +$236K +2,198 +24%
SO
363
STRS Ohio
Ohio
$1.22M -$10.9M -101,478 -90%
IAIM
364
Industrial Alliance Investment Management
Quebec, Canada
$1.22M +$127K +1,181 +12%
CAM
365
Cresset Asset Management
Illinois
$1.21M -$1.85M -17,276 -60%
CCA
366
Catalyst Capital Advisors
New York
$1.19M +$3K +28 +0.3%
PWMAG
367
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M +$1.18M +11,053 New
BIP
368
Bouvel Investment Partners
Pennsylvania
$1.17M +$29.5K +275 +3%
RA
369
Resolute Advisors
California
$1.15M +$257K +2,400 +29%
SAM
370
Sompo Asset Management
Japan
$1.15M +$276K +2,580 +32%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$1.14M -$1.17M -10,917 -51%
SMDAM
372
Sumitomo Mitsui DS Asset Management
Japan
$1.13M -$12.9K -120 -1%
AL
373
Aspiriant LLC
California
$1.13M – – –
AWS
374
Atria Wealth Solutions
New York
$1.13M +$1.13M +10,527 New
CNC
375
Canandaigua National Corp
New York
$1.12M +$870K +8,123 +345%
13 14
15
16 17