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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 %
CWP
776
Concord Wealth Partners
Virginia
$32K -$31.2K -291 -49%
CYG
777
Clean Yield Group
Vermont
$32K – – –
SN
778
Sittner & Nelson
Oregon
$32K – – –
TWA
779
TCI Wealth Advisors
Arizona
$32K +$4.66K +44 +17%
AWM
780
Avior Wealth Management
Nebraska
$28K +$22.8K +220 +440%
TFGT
781
TS Financial Group (TSFG)
Illinois
$27K -$3.13K -29 -10%
CWM
782
CarsonAllaria Wealth Management
Illinois
$27K -$976 -9 -3%
HCM
783
Highlander Capital Management
New Jersey
$27K – – –
CLOS
784
Compagnie Lombard Odier SCmA
Switzerland
$27K – – –
AF
785
Arrow Financial
New York
$27K +$8.64K +80 +47%
AAP
786
Arax Advisory Partners
Colorado
$27K +$14.3K +133 +113%
C
787
Covestor
United Kingdom
$25K -$2.32K -22 -8%
ATC
788
Adirondack Trust Company
New York
$25K – – –
CFO
789
CVA Family Office
Colorado
$24K -$35.5K -331 -60%
CWM
790
Cedar Wealth Management
California
$23K +$107 +1 +0.5%
EIP
791
Ellis Investment Partners
Pennsylvania
$23K +$10.5K +100 +83%
POIA
792
Pin Oak Investment Advisors
Texas
$23K +$13.7K +126 +147%
HA
793
Herold Advisors
New York
$21.4K +$21.4K +200 New
MCM
794
MV Capital Management
Maryland
$21K – – –
TFP
795
Tilia Fiduciary Partners
North Carolina
$21K – – –
TSWM
796
Tyler-Stone Wealth Management
Ohio
$21K – – –
PFBT
797
Parkside Financial Bank & Trust
Missouri
$21K +$11K +106 +110%
SA
798
SRH Advisors
Kansas
$21K +$21K +200 New
BC
799
BIT Capital
Germany
$20.6K +$3.54K +33 +21%
PFGIA
800
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$2.81K -26 -12%
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