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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 %
GAA
501
Green Alpha Advisors
Colorado
$511K +$37.6K +351 +8%
FFN
502
Focus Financial Network
Minnesota
$509K +$277K +2,588 +119%
PWS
503
Precision Wealth Strategies
Missouri
$501K +$198K +1,850 +65%
RGC
504
Roberts, Glore & Co
Illinois
$500K +$500K +4,670 New
Mercer Global Advisors
505
Mercer Global Advisors
Colorado
$496K +$116K +1,079 +30%
CG
506
Caprock Group
Idaho
$485K +$187K +1,740 +63%
PWP
507
Perfromance Wealth Partners
Illinois
$483K +$37.4K +349 +8%
AMC
508
Asset Management Corp
Illinois
$475K +$209K +1,950 +78%
GC
509
GFG Capital
Florida
$474K +$196K +1,829 +70%
HH
510
Hilltop Holdings
Texas
$472K -$84.6K -790 -15%
MWA
511
Meridian Wealth Advisors
Texas
$472K +$472K +4,405 New
TWM
512
Titus Wealth Management
California
$470K -$11.6K -108 -2%
FNBT
513
FineMark National Bank & Trust
Florida
$470K -$1.18K -11 -0.2%
PFO
514
Pathstone Family Office
New Jersey
$470K +$17.6K +150 +4%
BMCM
515
Bryn Mawr Capital Management
Pennsylvania
$467K +$467K +4,358 New
AIP
516
Ameritas Investment Partners
Nebraska
$460K – – –
GCM
517
Gables Capital Management
Florida
$456K -$139K -1,295 -23%
HVP
518
Hudson Value Partners
Florida
$456K +$21.5K +201 +5%
AAM
519
Advisors Asset Management
Colorado
$454K -$350K -3,266 -44%
SAM
520
Silverhawk Asset Management
Arizona
$454K – – –
TI
521
Tidal Investments
Wisconsin
$453K +$5.89K +55 +1%
CCP
522
Carmel Capital Partners
California
$453K +$148K +1,383 +49%
GA
523
GoalVest Advisory
New York
$453K +$453K +4,225 New
CCA
524
Checchi Capital Advisers
California
$452K -$536 -5 -0.1%
TIS
525
Tortoise Index Solutions
Kansas
$451K +$85.3K +796 +23%
19 20
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