DOCU icon

DocuSign
DOCU

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 %
CFM
451
Comprehensive Financial Management
California
$1M – – –
SC
452
Scotia Capital
Ontario, Canada
$999K -$29.5K -194 -3%
ET
453
Equitable Trust
Tennessee
$984K +$984K +6,459 New
HCM
454
Hollencrest Capital Management
California
$976K +$814K +5,344 +502%
BHCM
455
Boulder Hill Capital Management
New York
$960K +$960K +6,300 New
IWP
456
Icon Wealth Partners
Texas
$944K +$748K +4,911 +382%
VFA
457
Valeo Financial Advisors
Indiana
$941K +$310K +2,033 +49%
XS
458
XR Securities
Illinois
$940K -$169K -1,111 -15%
HCMT
459
Highland Capital Management (Tennessee)
Tennessee
$937K -$13.9K -91 -1%
CWM
460
Cornerstone Wealth Management
Missouri
$922K +$493K +3,187 +115%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$918K -$83.3K -547 -8%
SFA
462
Souders Financial Advisors
Ohio
$916K +$359K +2,355 +64%
MNBTD
463
Moody National Bank Trust Division
Texas
$914K -$2.81M -18,475 -75%
FPWM
464
FSB Premier Wealth Management
Iowa
$914K +$914K +6,005 New
Cerity Partners
465
Cerity Partners
New York
$913K -$255K -1,673 -22%
IWM
466
IHT Wealth Management
Illinois
$911K +$208K +1,366 +30%
PCR
467
Potrero Capital Research
California
$910K – – –
AG
468
Algert Global
California
$900K +$5.18K +34 +0.6%
Pacer Advisors
469
Pacer Advisors
Pennsylvania
$896K -$147K -966 -14%
DAM
470
Doheny Asset Management
California
$879K -$54.3K -357 -6%
ACM
471
AlphaCrest Capital Management
New York
$879K -$14K -92 -2%
ETC
472
Exchange Traded Concepts
Oklahoma
$878K +$470K +3,087 +115%
AT
473
Arden Trust
Delaware
$876K +$218K +1,429 +33%
AAS
474
Ameritas Advisory Services
Nebraska
$874K +$874K +5,738 New
LWAC
475
Laurel Wealth Advisors (California)
California
$871K +$871K +5,723 New
17 18
19
20 21