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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
501
&Partners
Tennessee
$763K – – –
BOC
502
Barbara Oil Co
Illinois
$763K +$382K +2,505 +100%
FC
503
Ferris Capital
Massachusetts
$762K +$1.52K +10 +0.2%
JWCA
504
J.W. Cole Advisors
Florida
$756K +$169K +1,107 +29%
KPWS
505
Kestra Private Wealth Services
Texas
$753K -$4.11K -27 -0.5%
PCM
506
Parsons Capital Management
Rhode Island
$753K -$2.9K -19 -0.4%
FAM
507
Fred Alger Management
New York
$739K -$5.35M -35,098 -88%
BS
508
Boenning & Scattergood
Pennsylvania
$735K -$312K -2,050 -30%
MS
509
Marshall & Sullivan
Washington
$735K – – –
SG Americas Securities
510
SG Americas Securities
New York
$731K -$3.06M -20,049 -81%
LA
511
Legacy Advisors
Pennsylvania
$726K +$152 +1 +0%
BA
512
Bristlecone Advisors
Washington
$725K +$112K +739 +18%
AWM
513
Apollon Wealth Management
South Carolina
$714K +$570K +3,743 +395%
NFG
514
Next Financial Group
Texas
$707K +$224K +1,471 +46%
SWM
515
SeaCrest Wealth Management
New York
$704K -$109K -713 -13%
YWP
516
YorkBridge Wealth Partners
New York
$702K +$702K +4,611 New
MJB
517
Mark J. Bradley
$686K -$680K -4,460 -50%
TWM
518
Titus Wealth Management
California
$685K +$63.2K +415 +10%
MFS
519
Monetta Financial Services
Illinois
$685K +$685K +4,500 New
AC
520
Avestar Capital
New York
$681K +$293K +1,927 +76%
WG
521
Winton Group
United Kingdom
$675K +$538K +3,529 +391%
GAA
522
Green Alpha Advisors
Colorado
$672K +$28.5K +187 +4%
FNBT
523
FineMark National Bank & Trust
Florida
$671K +$20.7K +136 +3%
GAM
524
Grandview Asset Management
Pennsylvania
$663K +$663K +4,353 New
CWM
525
CIBC World Markets
New York
$656K -$6.67M -43,781 -91%
19 20
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