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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 %
PA
651
Pinnacle Associates
New York
$374K +$374K +2,456 New
MOS
652
MGO One Seven
Ohio
$373K +$373K +2,446 New
PHK
653
Point72 Hong Kong
Hong Kong
$370K -$1.77M -11,622 -83%
KIA
654
KCM Investment Advisors
California
$369K +$14K +92 +4%
GPA
655
Guerra Pan Advisors
New Jersey
$369K +$369K +2,421 New
NP
656
NorthRock Partners
Minnesota
$364K +$102K +673 +39%
WCA
657
Westover Capital Advisors
Delaware
$362K -$34.9K -229 -9%
MC
658
Manteio Capital
New Jersey
$362K +$362K +2,374 New
CNC
659
Canandaigua National Corp
New York
$359K +$359K +2,354 New
HG
660
Herbst Group
Connecticut
$359K +$359K +2,360 New
LNC
661
Lincoln National Corp
Pennsylvania
$358K +$10.2K +67 +3%
WA
662
Wealth Architects
California
$351K +$160K +1,051 +84%
IAN
663
Integrated Advisors Network
Texas
$349K -$374K -2,459 -52%
SGA
664
Seaport Global Advisors
Massachusetts
$349K +$349K +2,290 New
ISWM
665
Independent Solutions Wealth Management
New York
$348K +$348K +2,284 New
WTC
666
WhitTier Trust Company
Nevada
$346K +$21.2K +139 +7%
CGL
667
Clarius Group LLC
Washington
$345K -$41.3K -271 -11%
GWM
668
Geneos Wealth Management
Colorado
$345K +$41.5K +273 +14%
VAM
669
Vienna Asset Management
California
$345K +$345K +2,268 New
CAN
670
Claraphi Advisory Network
United States
$341K -$234K -1,536 -41%
EW
671
Evoke Wealth
California
$336K +$47.2K +310 +16%
ARG
672
Advisory Resource Group
Oklahoma
$336K +$51.5K +410 +18%
S
673
Seeyond
France
$336K +$174K +1,147 +108%
DG
674
DMC Group
Alabama
$335K +$335K +3,029 New
HCA
675
Harbour Capital Advisors
Virginia
$332K – – –
25 26
27
28 29