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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 %
GAM
526
Grandview Asset Management
Pennsylvania
$450K -$16.1K -150 -3%
RJT
527
Raymond James Trust
Florida
$450K +$96.4K +901 +27%
JM
528
Jeneq Management
New York
$450K +$450K +4,200 New
UCFA
529
United Capital Financial Advisors
Texas
$449K -$150K -1,403 -25%
GSC
530
Ground Swell Capital
South Carolina
$448K +$448K +4,179 New
FFA
531
First Foundation Advisors
California
$447K -$94.2K -879 -17%
SFI
532
Siemens Fonds Invest
Germany
$445K – – –
IWA
533
IVC Wealth Advisors
Pennsylvania
$443K +$55.7K +520 +14%
CPC
534
Congress Park Capital
New York
$442K +$285K +2,665 +182%
OR
535
Olympiad Research
Connecticut
$441K +$220K +2,055 +99%
GBWM
536
Granite Bay Wealth Management
New Hampshire
$432K +$145K +1,355 +51%
CW
537
CreativeOne Wealth
Kansas
$431K +$431K +4,019 New
EWM
538
Empirical Wealth Management
Washington
$430K +$112K +1,042 +35%
MIM
539
Moseley Investment Management
Florida
$426K -$175K -1,638 -29%
BAM
540
Berkshire Asset Management
Pennsylvania
$420K +$19.5K +182 +5%
IWC
541
Integrated Wealth Concepts
Massachusetts
$416K +$48.7K +455 +13%
MMPW
542
Mitchell McLeod Pugh & Williams
Alabama
$412K -$8.03K -75 -2%
UB
543
UMB Bank
Missouri
$409K -$3.27M -30,531 -89%
SCP
544
Stamos Capital Partners
California
$407K +$407K +3,800 New
SWM
545
SeaCrest Wealth Management
New York
$403K -$92.3K -861 -19%
RCAG
546
Rehmann Capital Advisory Group
Michigan
$398K +$201K +1,896 +102%
GIP
547
Granite Investment Partners
California
$397K -$6.27M -58,549 -94%
RB
548
Rodgers Brothers
Pennsylvania
$396K +$396K +3,700 New
Cerity Partners
549
Cerity Partners
New York
$394K -$246K -2,306 -38%
Nisa Investment Advisors
550
Nisa Investment Advisors
Missouri
$394K -$131K -1,220 -25%
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