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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 %
AC
451
Avestar Capital
New York
$698K +$219K +2,043 +46%
VPIM
452
Vanguard Personalized Indexing Management
California
$692K +$505K +4,718 +270%
BA
453
Bristlecone Advisors
Washington
$687K +$177K +1,652 +35%
RIM
454
Redpoint Investment Management
Australia
$686K +$96.4K +900 +16%
KCM
455
KLK Capital Management
California
$685K +$91.6K +855 +15%
VFA
456
Valeo Financial Advisors
Indiana
$682K +$19.9K +186 +3%
MCIA
457
Mountain Capital Investment Advisors
Colorado
$675K +$496K +4,875 +276%
DU
458
Delphia (USA)
Ontario, Canada
$671K +$492K +4,589 +274%
KA
459
Kovack Advisors
Florida
$668K -$114K -1,065 -15%
MJB
460
Mark J. Bradley
$662K +$180K +1,680 +37%
Verition Fund Management
461
Verition Fund Management
Connecticut
$657K -$368K -3,431 -36%
S
462
Surevest
California
$656K +$656K +6,127 New
NIM
463
NuWave Investment Management
New Jersey
$652K +$519K +4,837 +389%
SFA
464
Souders Financial Advisors
Ohio
$643K -$1.18K -11 -0.2%
TSS
465
Two Sigma Securities
New York
$642K +$73.4K +685 +13%
Lido Advisors
466
Lido Advisors
California
$641K -$236K -2,209 -27%
EH
467
Equitable Holdings
New York
$625K +$180K +1,677 +40%
BS
468
Boenning & Scattergood
Pennsylvania
$621K +$104K +975 +20%
BFEC
469
Benjamin F. Edwards & Company
Missouri
$619K -$26.4K -247 -4%
KPWS
470
Kestra Private Wealth Services
Texas
$619K +$89.2K +832 +17%
CWM
471
CIBC World Markets
New York
$614K +$153K +1,424 +33%
SFG
472
Sovereign Financial Group
Connecticut
$613K +$433K +4,043 +240%
LWAC
473
Laurel Wealth Advisors (California)
California
$610K -$3.21K -30 -0.5%
KeyBank National Association
474
KeyBank National Association
Ohio
$609K -$441K -4,113 -42%
PWM
475
Purus Wealth Management
California
$606K -$4.82K -45 -0.8%
17 18
19
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