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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 %
A
626
Astrantus
Cyprus
$411K +$411K +2,700 New
PCP
627
Proficio Capital Partners
Massachusetts
$410K +$410K +2,689 New
RIA
628
Realta Investment Advisors
Delaware
$408K +$72.1K +473 +21%
GBWM
629
Granite Bay Wealth Management
New Hampshire
$408K +$408K +2,682 New
GG
630
Gleason Group
Kentucky
$407K +$208K +1,367 +105%
FIA
631
Foundations Investment Advisors
Arizona
$403K +$165K +1,184 +69%
ANRIA
632
American National Registered Investment Advisor
Texas
$402K – – –
OFS
633
Orrstown Financial Services
Pennsylvania
$402K +$402K +2,885 New
NFG
634
Nations Financial Group
Iowa
$401K +$220K +1,448 +122%
MPM
635
Meritage Portfolio Management
Kansas
$400K – – –
CB
636
CNB Bank
Pennsylvania
$398K +$36.3K +238 +10%
HSA
637
HBK Sorce Advisory
Pennsylvania
$396K +$15.7K +103 +4%
GC
638
GFG Capital
Florida
$396K +$396K +2,597 New
CS
639
Comerica Securities
Michigan
$392K +$392K +2,575 New
YC
640
Yarbrough Capital
Tennessee
$389K +$389K +2,557 New
CCM
641
Conway Capital Management
California
$387K -$255K -1,675 -40%
BAM
642
Belpointe Asset Management
Nevada
$384K -$67.7K -444 -15%
GEA
643
Glen Eagle Advisors
New Jersey
$383K -$13.4K -88 -3%
MCC
644
Malaga Cove Capital
California
$382K +$8.39K +55 +2%
Axa
645
Axa
France
$379K -$731K -4,808 -66%
IP
646
Intellectus Partners
California
$379K +$219K +1,439 +137%
AMC
647
Asset Management Corp
Illinois
$378K +$378K +2,485 New
HIIFS
648
Harel Insurance Investments & Financial Services
Israel
$376K -$30.1K -194 -7%
3F
649
360 Financial
Minnesota
$376K – – –
TC
650
Truvestments Capital
Florida
$374K +$49.6K +326 +15%
24 25
26
27 28