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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 %
BTWM
551
Baker Tilly Wealth Management
Wisconsin
$598K +$324K +2,128 +119%
MMPW
552
Mitchell McLeod Pugh & Williams
Alabama
$597K – – –
MJRIC
553
Mogy Joel R Investment Counsel
California
$594K +$594K +3,900 New
PFO
554
Pathstone Family Office
New Jersey
$589K -$257K -1,688 -30%
CL
555
CPWM LLC
Washington
$589K – – –
OPW
556
Oxler Private Wealth
New York
$583K -$1.98K -13 -0.3%
CIAS
557
Capital Investment Advisory Services
North Carolina
$576K -$188K -1,233 -25%
ORI
558
Oak Ridge Investments
Illinois
$571K -$42.8K -281 -7%
BAM
559
Berkshire Asset Management
Pennsylvania
$569K +$87.4K +574 +18%
EWM
560
Elite Wealth Management
Washington
$568K -$41.3K -271 -7%
HCA
561
Harbor Capital Advisors
Illinois
$567K +$567K +3,721 New
WMA
562
Wealth Management Associates
New Jersey
$566K +$135K +884 +31%
PSUF
563
People's United Financial
Connecticut
$555K -$299K -1,964 -35%
AC
564
Abbrea Capital
California
$553K -$52.5K -345 -9%
IWA
565
IVC Wealth Advisors
Pennsylvania
$551K -$1.07K -7 -0.2%
AWM
566
Axxcess Wealth Management
California
$547K +$547K +3,593 New
SC
567
Saturna Capital
Washington
$543K +$406K +2,665 +296%
Mercer Global Advisors
568
Mercer Global Advisors
Colorado
$541K +$96.5K +633 +22%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$536K -$66.7K -438 -11%
AMCA
570
Arthur M. Cohen & Associates
Illinois
$535K +$10.7K +70 +2%
DAS
571
Dynamic Advisor Solutions
Arizona
$533K +$9.29K +61 +2%
CB
572
Commerce Bank
Missouri
$531K +$4.42K +29 +0.8%
IWC
573
Integrated Wealth Concepts
Massachusetts
$523K +$63.1K +414 +14%
TIS
574
Tortoise Index Solutions
Kansas
$520K +$184K +1,204 +55%
SWM
575
Segment Wealth Management
Texas
$518K -$317K -2,082 -38%
21 22
23
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