DOCU icon

DocuSign
DOCU

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 %
Bank Julius Baer & Co
701
Bank Julius Baer & Co
Switzerland
$290K +$91.8K +603 +46%
MIP
702
Marietta Investment Partners
Wisconsin
$289K -$571K -3,746 -66%
WP
703
WealthShield Partners
North Carolina
$288K +$288K +1,893 New
CA
704
CoreCap Advisors
Michigan
$287K +$287K +1,887 New
TVAMP
705
Tennessee Valley Asset Management Partners
Tennessee
$286K -$39K -256 -12%
CA
706
Claro Advisors
Massachusetts
$285K +$285K +1,872 New
CHP
707
Cable Hill Partners
Oregon
$284K +$7.47K +49 +3%
RCAG
708
Rehmann Capital Advisory Group
Michigan
$284K -$60.2K -395 -18%
MCM
709
Manchester Capital Management
Vermont
$282K -$15.2K -100 -5%
GG
710
Golden Green
South Carolina
$281K -$67.9K -446 -19%
DT
711
Diversified Trust
Tennessee
$281K +$34.8K +228 +14%
PL
712
Parkwood LLC
Ohio
$279K -$2.04M -13,401 -88%
MMA
713
Miracle Mile Advisors
California
$279K +$41.8K +275 +18%
FCM
714
Fourpath Capital Management
Oklahoma
$279K +$279K +1,832 New
BFS
715
Bard Financial Services
Connecticut
$278K -$41.9K -275 -13%
JIC
716
Joel Isaacson & Co
New York
$278K – – –
EFM
717
E Fund Management
China
$277K – – –
WWM
718
Wolff Wiese Magana
California
$277K +$58.3K +382 +27%
AT
719
Arvest Trust
Oklahoma
$277K +$277K +1,817 New
BEI
720
Benjamin Edwards Inc
Missouri
$277K +$277K +1,817 New
LAM
721
LifePro Asset Management
California
$277K +$277K +1,818 New
BCM
722
BlueCrest Capital Management
Jersey
$277K +$277K +1,820 New
CWM
723
Circle Wealth Management
New Jersey
$277K +$277K +1,820 New
IIA
724
IPG Investment Advisors
California
$275K +$275K +1,805 New
Koshinski Asset Management
725
Koshinski Asset Management
Illinois
$273K +$73.6K +483 +37%
27 28
29
30 31