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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 %
IWP
826
IAG Wealth Partners
Wisconsin
$15K +$15K +140 New
Loomis, Sayles & Company
827
Loomis, Sayles & Company
Massachusetts
$14K -$298K -2,827 -96%
ACM
828
Antonetti Capital Management
Florida
$14K – – –
AJ
829
Ashburton (Jersey)
Jersey
$14K – – –
PLU
830
Performa Ltd (US)
South Carolina
$14K +$12.3K +114 +713%
BWA
831
BDO Wealth Advisors
Florida
$14K +$13.5K +125 +2,500%
ST
832
Smithfield Trust
Pennsylvania
$13K – – –
CAGAS
833
Capital Advisory Group Advisory Services
Minnesota
$13K +$13K +119 New
KIG
834
Kessler Investment Group
Indiana
$13K +$13K +123 New
BWM
835
BerganKDV Wealth Management
Minnesota
$12K +$313 +3 +3%
JWA
836
JFS Wealth Advisors
Pennsylvania
$12K +$6.11K +56 +104%
HPC
837
HM Payson & Co
Maine
$11K -$12.9K -117 -54%
BFC
838
Bedel Financial Consulting
Indiana
$11K -$216 -2 -2%
SIC
839
Salem Investment Counselors
North Carolina
$11K – – –
WAS
840
Winch Advisory Services
Wisconsin
$11K – – –
CWC
841
Carolinas Wealth Consulting
North Carolina
$11K – – –
AA
842
Addison Advisors
Vermont
$11K +$11K +100 New
LFA
843
Level Financial Advisors
New York
$11K +$11K +100 New
EARNEST Partners
844
EARNEST Partners
Georgia
$10K – – –
SLWA
845
San Luis Wealth Advisors
California
$10K +$10K +63 New
MIM
846
Macroview Investment Management
Maryland
$10K +$10K +91 New
TPCW
847
TD Private Client Wealth
New York
$9.53K -$34.4K -321 -78%
LCM
848
Logan Capital Management
Pennsylvania
$9K – – –
SAM
849
Strategic Asset Management
Minnesota
$9K – – –
ADL
850
Asset Dedication LLC
California
$9K +$329 +3 +4%
32 33
34
35 36