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

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
$363M
2
AIM
ARK Investment Management
Florida
$179K
3
NAMA
Nikko Asset Management Americas
New York
$318K
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$57.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
476
Proficio Capital Partners
Massachusetts
$606K +$319K +2,982 +111%
IWM
477
IHT Wealth Management
Illinois
$603K -$37.6K -351 -6%
HIM
478
Hillsdale Investment Management
Ontario, Canada
$602K +$602K +5,615 New
B
479
Bailard
California
$591K +$591K +5,519 New
BM
480
Brandywine Managers
Delaware
$590K – – –
FPGK
481
Financial Partners Group (Kansas)
Kansas
$586K +$306K +2,858 +109%
CTC
482
Central Trust Company
Missouri
$584K – – –
CFA
483
Compass Financial Advisors
Indiana
$582K +$146K +1,368 +34%
SCM
484
Silvant Capital Management
Georgia
$576K -$7.07K -66 -1%
MHS
485
M Holdings Securities
Oregon
$571K +$571K +5,329 New
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$570K -$32.9K -307 -5%
IC
487
Intersect Capital
California
$556K -$203K -1,892 -27%
Fidelity International
488
Fidelity International
Bermuda
$556K +$556K +5,187 New
AIM
489
Aspen Investment Management
Michigan
$553K -$29.4K -275 -5%
N
490
Natixis
France
$547K -$421K -3,931 -43%
BCM
491
Beck Capital Management
Texas
$541K +$389K +3,631 +256%
AWM
492
Apollon Wealth Management
South Carolina
$540K +$37.2K +347 +7%
GG
493
Gleason Group
Kentucky
$537K +$251K +2,340 +88%
AP
494
Americana Partners
Texas
$533K +$533K +5,078 New
CF
495
Copperwynd Financial
Arizona
$530K +$530K +4,944 New
FDCDDQ
496
Federation des caisses Desjardins du Quebec
Quebec, Canada
$530K -$47.7K -445 -8%
P
497
&Partners
Tennessee
$524K -$12.8K -119 -2%
MS
498
Marshall & Sullivan
Washington
$517K – – –
NFSG
499
Newbridge Financial Services Group
Florida
$517K +$173K +1,617 +50%
LA
500
Legacy Advisors
Pennsylvania
$512K +$1.82K +17 +0.4%
18 19
20
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