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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 %
MIC
601
Means Investment Company
Maine
$460K -$67.6K -444 -13%
QC
602
Quent Capital
New York
$458K +$458K +3,010 New
CAM
603
Cubic Asset Management
Massachusetts
$457K – – –
RCM
604
Requisite Capital Management
Texas
$457K +$457K +3,003 New
EWM
605
Empirical Wealth Management
Washington
$453K +$112K +733 +33%
Loomis, Sayles & Company
606
Loomis, Sayles & Company
Massachusetts
$451K +$361K +2,368 +400%
AP
607
Adero Partners
California
$449K -$4.57K -30 -1%
BMWM
608
Brown Miller Wealth Management
Virginia
$444K +$105K +690 +31%
EFS
609
Essex Financial Services
Connecticut
$441K +$264K +1,735 +149%
CT
610
Chicago Trust
Illinois
$439K +$32K +210 +8%
PA
611
PFG Advisors
Arizona
$435K -$71.6K -470 -14%
CCP
612
Carmel Capital Partners
California
$433K +$433K +2,845 New
SP
613
Symmetry Partners
Connecticut
$432K – – –
PWS
614
Precision Wealth Strategies
Missouri
$430K +$194K +1,272 +82%
Capstone Investment Advisors
615
Capstone Investment Advisors
New York
$430K +$274K +1,799 +176%
AC
616
Allstate Corporation
Illinois
$427K -$54K -354 -11%
PDN
617
Pensionfund DSM Netherlands
Netherlands
$426K – – –
CU
618
CQS (US)
New York
$426K +$426K +2,797 New
SW
619
SteelPeak Wealth
California
$425K -$297K -1,946 -41%
ACM
620
Alpha Capital Management
Texas
$424K -$117K -768 -22%
CG
621
Caprock Group
Idaho
$424K +$118K +775 +39%
RHBC
622
R.H. Bluestein & Co
Michigan
$420K +$762 +5 +0.2%
GWSG
623
GPS Wealth Strategies Group
Colorado
$419K -$1.63M -10,734 -80%
SIA
624
Schechter Investment Advisors
Michigan
$416K +$416K +2,727 New
YCM
625
Yousif Capital Management
Michigan
$412K +$412K +2,704 New
23 24
25
26 27