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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 %
CW
776
Connectus Wealth
Ohio
$208K +$208K +1,365 New
UC
777
Unio Capital
New Jersey
$207K +$207K +1,360 New
CCP
778
Corient Capital Partners
California
$206K -$448K -2,931 -68%
EN1L
779
Engine No 1 LLC
California
$205K -$9.32M -61,360 -98%
QPW
780
Quantum Private Wealth
Florida
$205K +$205K +1,347 New
C
781
Certuity
Florida
$204K +$79.2K +520 +63%
FAG
782
Fortitude Advisory Group
Washington
$203K +$203K +1,331 New
HIC
783
Holderness Investments Company
North Carolina
$202K +$8.39K +55 +4%
GAM
784
Griffin Asset Management
New York
$201K -$57.8K -379 -22%
CT
785
Cambridge Trust
Massachusetts
$198K +$198K +1,300 New
AII
786
AGF Investments Inc
Ontario, Canada
$197K +$197K +1,293 New
NIM
787
NuWave Investment Management
New Jersey
$190K -$23.8K -156 -11%
PA
788
PSI Advisors
Florida
$185K -$3.65K -24 -2%
AG
789
AIA Group
Hong Kong
$179K +$179K +1,174 New
TWC
790
TD Waterhouse Canada
Ontario, Canada
$176K +$176K +1,125 New
TFS
791
TrustCore Financial Services
Tennessee
$169K -$152K -1,000 -47%
PAM
792
Paradigm Asset Management
New York
$168K -$30.5K -200 -15%
AIM
793
Anchor Investment Management
South Carolina
$168K +$168K +1,100 New
ARIS
794
Advanced Research Investment Solutions
California
$156K +$156K +1,025 New
AMC
795
AKKR Management Company
California
$153K +$153K +1,004 New
PMFA
796
Plante Moran Financial Advisors
Michigan
$152K – – –
PAI
797
Pittenger & Anderson Inc
Nebraska
$152K +$38.8K +255 +34%
GTAM
798
Global Trust Asset Management
Florida
$149K -$305K -2,004 -67%
FP
799
Financial Perspectives
Minnesota
$144K -$3.05K -20 -2%
RFA
800
Reilly Financial Advisors
California
$138K +$2.9K +19 +2%
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