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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 %
EI
576
Ellevest Inc
New York
$329K +$180K +1,682 +121%
LA
577
Lakeside Advisors
Washington
$327K +$327K +3,050 New
IIA
578
IPG Investment Advisors
California
$324K +$131K +1,220 +68%
DAS
579
Dynamic Advisor Solutions
Arizona
$323K -$52.1K -486 -14%
LAI
580
Legal Advantage Investments
California
$323K +$323K +3,015 New
CAM
581
Cubic Asset Management
Massachusetts
$321K – – –
Wealthfront Advisers
582
Wealthfront Advisers
California
$321K +$112K +1,042 +53%
CCG
583
Ceeto Capital Group
Florida
$321K +$321K +3,000 New
NAMA
584
Nikko Asset Management Americas
New York
$318K -$270M -2,508,376 -100%
AP
585
Adero Partners
California
$318K +$2.46K +23 +0.8%
9WM
586
9258 Wealth Management
Ohio
$315K -$9.44K -88 -3%
LNC
587
Lincoln National Corp
Pennsylvania
$315K +$63K +587 +25%
CHP
588
Cable Hill Partners
Oregon
$313K +$113K +1,055 +57%
SCA
589
Snowden Capital Advisors
New York
$312K +$254K +2,377 +437%
JWCA
590
J.W. Cole Advisors
Florida
$310K -$222K -2,069 -42%
CB
591
Commerce Bank
Missouri
$308K -$64.8K -605 -17%
WMP
592
Wealth Management Partners
Arizona
$307K -$154K -1,000 -33%
SMH
593
Sanders Morris Harris
Texas
$306K -$2.43M -22,732 -89%
ARG
594
Advisory Resource Group
Oklahoma
$306K +$19.6K +183 +7%
ACS
595
Archford Capital Strategies
Illinois
$306K +$77.8K +724 +34%
KCM
596
KRS Capital Management
Michigan
$305K -$39.1K -365 -11%
ORC
597
O'Rourke & Company
Massachusetts
$304K +$78.2K +729 +35%
S
598
SignatureFD
Georgia
$303K +$89.3K +832 +42%
CU
599
CQS (US)
New York
$300K – – –
3F
600
360 Financial
Minnesota
$300K +$22.5K +200 +8%
22 23
24
25 26