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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 %
P
426
Paradiem
Louisiana
$1.24M +$288K +2,289 +30%
ACM
427
Aljian Capital Management
Nevada
$1.24M -$17.1K -112 -1%
SAM
428
Sompo Asset Management
Japan
$1.24M +$458K +3,010 +59%
TFA
429
Teamwork Financial Advisors
Texas
$1.21M -$433K -2,841 -26%
KOCAA
430
Knights of Columbus Asset Advisors
Connecticut
$1.21M +$1.21M +7,940 New
OPS
431
Orion Portfolio Solutions
Nebraska
$1.19M +$979K +6,428 +461%
AssetMark Inc
432
AssetMark Inc
California
$1.19M +$1.1M +7,236 +1,248%
PGFC
433
Peapack-Gladstone Financial Corp
New Jersey
$1.18M -$26.5K -174 -2%
LCM
434
Lattice Capital Management
Washington
$1.18M +$1.18M +7,760 New
CIC
435
Carnegie Investment Counsel
Ohio
$1.17M +$103K +673 +10%
AAM
436
Advisors Asset Management
Colorado
$1.14M -$703K -4,617 -38%
FIA
437
FNY Investment Advisers
New York
$1.14M +$1.1M +7,249 +2,888%
JAFL
438
Jay A. Fishman Ltd
Michigan
$1.12M -$1.35M -8,860 -55%
KA
439
Kovack Advisors
Florida
$1.11M +$7.92K +52 +0.7%
RAM
440
Redmond Asset Management
Virginia
$1.09M +$1.09M +7,171 New
SWP
441
Stratos Wealth Partners
Ohio
$1.09M +$137K +897 +14%
IC
442
Intersect Capital
California
$1.08M -$180K -1,185 -14%
BCP
443
Blackhawk Capital Partners
Wisconsin
$1.08M +$1.08M +7,056 New
MYLI
444
Meiji Yasuda Life Insurance
Japan
$1.06M -$11.9K -78 -1%
CAM
445
Covenant Asset Management
New Jersey
$1.04M -$1.81M -11,885 -63%
SM
446
Sciencast Management
New Jersey
$1.04M +$1.04M +7,007 New
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$1.04M +6,804 New
QT
448
Quantamental Technologies
New York
$1.01M +$631K +4,143 +165%
WWM
449
Western Wealth Management
Colorado
$1.01M +$1.01M +6,614 New
BRWM
450
B. Riley Wealth Management
Tennessee
$1.01M +$190K +1,250 +23%
16 17
18
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