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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 %
MC
676
Moors & Cabot
Massachusetts
$332K +$332K +2,178 New
SIG
677
Stonegate Investment Group
Alabama
$331K +$331K +2,173 New
EA
678
Emerald Advisers
Pennsylvania
$330K -$1.21M -7,936 -79%
GIA
679
Gladstone Institutional Advisory
Florida
$330K -$807K -5,300 -71%
FFN
680
Focus Financial Network
Minnesota
$330K -$29.7K -195 -8%
FPGK
681
Financial Partners Group (Kansas)
Kansas
$329K -$3.27K -26 -1%
TMAM
682
Tokio Marine Asset Management
Japan
$329K +$25.6K +168 +8%
AIS
683
AM Investment Strategies
Tennessee
$328K -$100K -658 -23%
B
684
Barings
North Carolina
$327K -$86.8K -570 -21%
VWA
685
Visionary Wealth Advisors
Illinois
$325K +$187K +1,225 +135%
BC
686
Brookfield Corp
Ontario, Canada
$325K +$325K +2,136 New
GKWIM
687
Gerber Kawasaki Wealth & Investment Management
California
$324K -$130K -857 -29%
ACS
688
Archford Capital Strategies
Illinois
$324K +$324K +2,125 New
ORC
689
O'Rourke & Company
Massachusetts
$321K +$321K +2,105 New
AWS
690
AJ Wealth Strategies
New York
$317K – – –
FT
691
Fiduciary Trust
Massachusetts
$315K -$108K -710 -26%
OR
692
Olympiad Research
Connecticut
$315K +$97.4K +639 +45%
AC
693
AWM Capital
Arizona
$305K – – –
FG
694
Formula Growth
Quebec, Canada
$305K – – –
S
695
SignatureFD
Georgia
$303K -$133K -873 -30%
CWM
696
Congress Wealth Management
Massachusetts
$302K +$302K +1,982 New
Wealthfront Advisers
697
Wealthfront Advisers
California
$298K -$312K -2,048 -51%
CAAS
698
Capital Asset Advisory Services
Michigan
$298K -$16.6K -109 -5%
VCWA
699
Vanguard Capital Wealth Advisors
Colorado
$297K +$297K +1,950 New
FMLI
700
Fukoku Mutual Life Insurance
Japan
$295K +$36.5K +240 +14%
26 27
28
29 30