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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 %
TFS
726
Thoroughbred Financial Services
Tennessee
$268K -$525K -3,456 -66%
HI
727
Harbour Investments
Wisconsin
$268K -$298K -1,959 -53%
SFI
728
SPC Financial Inc
Maryland
$267K -$421K -2,759 -61%
VPIM
729
Vanguard Personalized Indexing Management
California
$266K -$238K -1,560 -47%
MPM
730
MBB Public Markets
Illinois
$266K +$266K +1,745 New
GAMC
731
Garner Asset Management Corp
Texas
$264K – – –
IAIM
732
International Assets Investment Management
Florida
$262K -$49.3K -324 -16%
LSPW
733
Lake Street Private Wealth
Illinois
$261K +$261K +1,711 New
LS
734
Livforsakringsbolaget Skandia
Sweden
$259K -$152K -1,000 -37%
FCBT
735
First Citizens Bank & Trust
North Carolina
$259K +$25.3K +166 +11%
CAG
736
Crestwood Advisors Group
Massachusetts
$258K -$151K -991 -37%
SFG
737
Sovereign Financial Group
Connecticut
$256K -$336K -2,208 -57%
DU
738
Delphia (USA)
Ontario, Canada
$255K +$255K +1,675 New
LOAMU
739
Lombard Odier Asset Management (USA)
New York
$255K +$255K +1,677 New
SCM
740
Southport Capital Management
Tennessee
$254K -$63.8K -418 -20%
FIM
741
Freedom Investment Management
Connecticut
$253K -$4.56K -30 -2%
WFA
742
WMG Financial Advisors
Tennessee
$253K +$253K +1,663 New
MCIA
743
Mountain Capital Investment Advisors
Colorado
$251K +$251K +1,765 New
NB
744
Norinchukin Bank
Japan
$249K -$151K -993 -38%
HI
745
Hudock Inc
Pennsylvania
$249K -$7.6K -50 -3%
TPA
746
Trivium Point Advisory
Connecticut
$249K -$3.19K -21 -1%
KI
747
Kapitalo Investimentos
Brazil
$247K -$655K -4,303 -73%
GW
748
GW & Wade
Massachusetts
$247K +$2.74K +18 +1%
AIP
749
Almanack Investment Partners
Pennsylvania
$246K +$246K +1,618 New
HCM
750
Harvey Capital Management
Florida
$243K +$12.9K +85 +6%
28 29
30
31 32