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DocuSign
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Overview Fund Activity

930 hedge funds and large institutions have $16.3B invested in DocuSign in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 288 reducing their positions, and 204 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-73
Holders Change %
-7.28%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
390
Reduced
288
Closed
204
Calls
$1.9B
Puts
$2.08B
Net Calls
-$183M
Net Calls Change
+$657M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$609M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.85B
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$256M
4
Polen Capital Management
Polen Capital Management
Florida
$595M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$207M

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
$363M
2
AIM
ARK Investment Management
Florida
$179K
3
NAMA
Nikko Asset Management Americas
New York
$318K
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$57.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
751
Zions Bancorporation
Utah
$54K -$1.29K -12 -2%
CI
752
CAZ Investments
Texas
$54K +$21.6K +200 +67%
TIM
753
Tortoise Investment Management
New York
$54K +$24.8K +230 +85%
AF
754
Allworth Financial
California
$49K +$12.1K +112 +33%
AIC
755
Archer Investment Corporation
Indiana
$48.5K +$48.5K +477 New
AF
756
Advisornet Financial
Minnesota
$48K -$23.9K -225 -33%
SWA
757
SOA Wealth Advisors
New York
$45K +$41.2K +386 +1,072%
FRA
758
Front Row Advisors
California
$44K +$11.7K +108 +36%
BC
759
Bartlett & Co
Ohio
$44K +$44K +410 New
ICM
760
Ionic Capital Management
New York
$44K +$44K +415 New
BCWM
761
Bartlett & Co Wealth Management
Ohio
$43.9K +$43.9K +410 New
NSIM
762
North Star Investment Management
Illinois
$43K – – –
MWM
763
Mascoma Wealth Management
New Hampshire
$43K – – –
CFGS
764
Concourse Financial Group Securities
Alabama
$42K -$856K -8,054 -95%
IFAM
765
Institutional & Family Asset Management
Colorado
$42K +$6.03K +56 +17%
CA
766
Clearstead Advisors
Ohio
$39K +$9.08K +85 +30%
HNB
767
Huntington National Bank
Ohio
$38K -$9.24K -87 -20%
KFP
768
KB Financial Partners
New Jersey
$38K – – –
WT
769
Washington Trust
Rhode Island
$38K +$21.1K +200 +125%
GWS
770
Glassman Wealth Services
Virginia
$38K +$30.3K +281 +396%
RE
771
RBC Europe
United Kingdom
$37K -$6.45K -61 -15%
SC
772
Steph & Co
Wisconsin
$37K – – –
TCM
773
Tradewinds Capital Management
Washington
$37K +$7.1K +67 +24%
GRP
774
Global Retirement Partners
California
$37K +$37K +515 New
EWA
775
EverSource Wealth Advisors
Alabama
$36K +$2.66K +25 +8%
29 30
31
32 33