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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 %
ANI
576
American National Insurance
Texas
$509K -$2.82M -18,475 -85%
ESCM
577
Echo Street Capital Management
New York
$505K -$460K -3,016 -48%
RJT
578
Raymond James Trust
Florida
$503K -$62.4K -410 -11%
VI
579
Vestcor Inc
New Brunswick, Canada
$502K -$86.1K -565 -15%
AA
580
Altman Advisors
Illinois
$497K -$1.07M -9,206 -68%
BCI
581
Brinker Capital Investments
Pennsylvania
$496K -$143K -942 -22%
NW
582
NewEdge Wealth
Pennsylvania
$494K +$494K +3,246 New
WI
583
Wintrust Investments
Illinois
$493K -$33K -217 -6%
NL
584
NWAM LLC
Washington
$493K +$97.4K +640 +25%
SLI
585
Sumitomo Life Insurance
Japan
$492K -$16.3K -107 -3%
WMP
586
Wealth Management Partners
Arizona
$490K -$21.2K -130 -4%
KCM
587
KRS Capital Management
Michigan
$489K +$489K +3,213 New
NFSG
588
Newbridge Financial Services Group
Florida
$488K +$200K +1,313 +69%
SCH
589
Springs Capital (HK)
Hong Kong
$487K +$487K +3,200 New
WF
590
WoodTrust Financial
Wisconsin
$484K +$35.1K +230 +8%
IRF
591
IBM Retirement Fund
New York
$483K -$339K -2,227 -41%
RCG
592
Regatta Capital Group
California
$481K +$481K +3,158 New
PA
593
Paragon Advisors
Texas
$470K -$459K -3,016 -49%
PAMP
594
Polar Asset Management Partners
Ontario, Canada
$470K -$191K -1,252 -29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
595
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$469K +$298K +1,954 +174%
CIM
596
Chapman Investment Management
California
$468K – – –
PCS
597
Personal CFO Solutions
New Jersey
$468K +$208K +1,364 +80%
PWM
598
Perigon Wealth Management
California
$467K +$120K +790 +35%
9WM
599
9258 Wealth Management
Ohio
$461K +$5.03K +33 +1%
OWA
600
Octavia Wealth Advisors
Ohio
$461K +$134K +878 +41%
22 23
24
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