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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 %
PPP
751
Private Portfolio Partners
New Jersey
$242K -$8.83K -58 -4%
PP
752
Patron Partners
Texas
$241K -$10.7K -70 -4%
SCM
753
SevenOneSeven Capital Management
Pennsylvania
$240K +$17.9K +117 +8%
KWM
754
Kingsview Wealth Management
Oregon
$239K +$54.9K +361 +30%
BFS
755
Bradley Foster & Sargent
Connecticut
$238K +$51.1K +335 +27%
WA
756
Wealth Alliance
New York
$236K +$71.4K +467 +43%
WHC
757
Wulff, Hansen & Co
California
$235K +$235K +1,540 New
WCM
758
Washburn Capital Management
Florida
$233K -$154K -1,010 -40%
NAMP
759
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$228K +$3.8K +25 +2%
CPC
760
Congress Park Capital
New York
$223K -$630K -4,141 -74%
CC
761
Cornerstone Capital
California
$223K -$567K -3,715 -72%
MA
762
Montag & Associates
Georgia
$223K +$5.49K +36 +3%
OCM
763
One Capital Management
California
$223K +$8.52K +56 +4%
CM
764
Castleark Management
Illinois
$221K – – –
YMRC
765
Yorktown Management & Research Company
Virginia
$221K +$74.7K +490 +51%
BPA
766
Beacon Pointe Advisors
California
$221K +$102K +666 +85%
CI
767
Cigna Investments
Connecticut
$216K – – –
BCM
768
Beck Capital Management
Texas
$216K +$216K +1,416 New
TNA
769
True North Advisors
Texas
$215K +$215K +1,416 New
MAWCM
770
Mine & Arao Wealth Creation & Management
California
$213K +$30.9K +204 +17%
EI
771
Ellevest Inc
New York
$211K -$38.4K -252 -15%
MSAM
772
Moloney Securities Asset Management
Missouri
$211K +$211K +1,383 New
SG
773
StoneX Group
New York
$210K +$43.6K +286 +26%
EPA
774
Element Pointe Advisors
Florida
$210K -$361K -2,371 -63%
CCM
775
Coldstream Capital Management
Washington
$209K +$7.3K +48 +4%
29 30
31
32 33