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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 %
VWM
401
Venturi Wealth Management
Texas
$1.38M -$293K -1,925 -17%
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$1.38M +$162K +1,061 +13%
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$1.38M -$2.78M -17,916 -67%
N
404
Natixis
France
$1.38M -$59.7M -392,225 -98%
WMSA
405
Weiss Multi-Strategy Advisers
New York
$1.37M -$599K -3,934 -30%
ARC
406
Advisor Resource Council
Texas
$1.37M +$621K +4,079 +83%
BIA
407
Benchmark Investment Advisors
Illinois
$1.37M +$1.37M +8,962 New
WHG
408
Westwood Holdings Group
Texas
$1.36M +$1.36M +8,925 New
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$1.36M -$492K -3,228 -27%
M&T Bank
410
M&T Bank
New York
$1.35M -$51.6K -339 -4%
FF
411
FourThought Financial
Florida
$1.35M +$1.3M +8,534 +2,667%
SEC
412
Seven Eight Capital
New York
$1.35M +$1.35M +8,851 New
VAS
413
Vestmark Advisory Solutions
Massachusetts
$1.34M +$336K +2,205 +33%
SFG
414
Synergy Financial Group
California
$1.34M +$1.34M +8,778 New
FCA
415
FinTrust Capital Advisors
South Carolina
$1.33M +$6.39K +42 +0.5%
TVWM
416
Tower View Wealth Management
Wisconsin
$1.32M +$452K +2,967 +52%
JG
417
Jefferies Group
New York
$1.29M +$1.29M +8,479 New
CFGS
418
Concourse Financial Group Securities
Alabama
$1.29M +$66.3K +435 +5%
FHA
419
Flagship Harbor Advisors
Massachusetts
$1.29M +$159K +1,043 +14%
IG
420
ING Group
Netherlands
$1.27M +$751K +4,928 +144%
RA
421
Resolute Advisors
California
$1.27M +$22.8K +150 +2%
EGM
422
Engineers Gate Manager
New York
$1.26M -$191K -1,253 -13%
BCV
423
Banque Cantonale Vaudoise
Switzerland
$1.25M +$402K +2,640 +47%
Lido Advisors
424
Lido Advisors
California
$1.25M +$93.9K +617 +8%
AIM
425
Artemis Investment Management
United Kingdom
$1.24M +$236K +1,548 +23%
15 16
17
18 19