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

Top Sellers

1
Tiger Global Management
1
Tiger Global Management
New York
$363M
2
AIM
2
ARK Investment Management
Florida
$179K
3
NAMA
3
Nikko Asset Management Americas
New York
$318K
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$57.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
801
FSC Wealth Advisors
New York
$20K – – –
T
802
TCWP
Ohio
$20K +$20K +188 New
ED
803
Exane Derivatives
France
$19.2K – – –
BDWM
804
Brewin Dolphin Wealth Management
Ireland
$19K – – –
CWA
805
Clearview Wealth Advisors
Oregon
$19K +$3.27K +31 +21%
MAM
806
Meeder Asset Management
Ohio
$19K +$19K +182 New
COCM
807
Charter Oak Capital Management
New Hampshire
$18K +$18K +171 New
SOW
808
State of Wyoming
Wyoming
$17K -$15.5K -143 -48%
LWANC
809
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
DWMG
810
DB Wealth Management Group
California
$17K +$17K +158 New
SCA
811
Stonebridge Capital Advisors
Minnesota
$17K +$17K +160 New
HCP
812
Hexagon Capital Partners
Arkansas
$17K +$17K +163 New
PCH
813
Polar Capital Holdings
United Kingdom
$16.4K -$26.1K -243,373 -61%
SFCL
814
Strengthening Families & Communities LLC
Massachusetts
$16K -$12.1K -110 -43%
TWM
815
Tradition Wealth Management
Minnesota
$16K -$8.68K -83 -35%
BC
816
Burleson & Co
California
$16K -$107 -1 -0.7%
TFA
817
Toth Financial Advisory
Virginia
$16K – – –
RTC
818
Riverview Trust Company
Washington
$16K +$16K +152 New
Fifth Third Bancorp
819
Fifth Third Bancorp
Ohio
$15K -$57.8K -524 -79%
MPWT
820
MassMutual Private Wealth & Trust
Connecticut
$15K -$4.62K -44 -24%
HFM
821
Harvest Fund Management
China
$15K – – –
AWM
822
Activest Wealth Management
Florida
$15K – – –
KPCM
823
Kings Point Capital Management
New York
$15K – – –
ME
824
McIlrath & Eck
Washington
$15K +$1.5K +14 +11%
CCA
825
Column Capital Advisors
Indiana
$15K +$2.62K +25 +21%
31 32
33
34 35