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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
$169M
4
NAMA
Nikko Asset Management Americas
New York
$384M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$464M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$370M
3
SM
SCGE Management
California
$0
4
Invesco
Invesco
Georgia
$78.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
851
Covestor
United Kingdom
$40K +$40K +259 New
FPS
852
Fieldpoint Private Securities
Connecticut
$40K +$40K +262 New
TWA
853
TCI Wealth Advisors
Arizona
$39K +$3.33K +22 +9%
CWM
854
CarsonAllaria Wealth Management
Illinois
$39K +$39K +258 New
CLOS
855
Compagnie Lombard Odier SCmA
Switzerland
$38K – – –
HCM
856
Highlander Capital Management
New Jersey
$38K +$38K +250 New
ATC
857
Adirondack Trust Company
New York
$36K – – –
TWM
858
Tradition Wealth Management
Minnesota
$36K +$23.6K +155 +191%
ZIG
859
Zullo Investment Group
Pennsylvania
$35K +$35K +233 New
VCM
860
Versant Capital Management
Arizona
$34K +$33.8K +219 +21,900%
HPC
861
HM Payson & Co
Maine
$33K +$16.7K +110 +103%
PFGIA
862
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$3.79K +25 +13%
CWM
863
Cedar Wealth Management
California
$32K +$32K +213 New
MCM
864
MV Capital Management
Maryland
$30K – – –
TSWM
865
Tyler-Stone Wealth Management
Ohio
$30K +$30K +194 New
RPCONE
866
Retirement Planning Company of New England
Rhode Island
$30K +$30K +199 New
ACM
867
Aquatic Capital Management
Illinois
$30K +$30K +200 New
CAL
868
Capital Analysts LLC
Pennsylvania
$29K -$21.2K -139 -42%
FWA
869
FSC Wealth Advisors
New York
$29K +$29K +190 New
TFP
870
Tilia Fiduciary Partners
North Carolina
$29K +$29K +192 New
MPWT
871
MassMutual Private Wealth & Trust
Connecticut
$28K -$5.99K -40 -18%
ED
872
Exane Derivatives
France
$27.3K -$120K -790 -82%
BDWM
873
Brewin Dolphin Wealth Management
Ireland
$27K +$27K +175 New
AF
874
Arrow Financial
New York
$26K – – –
BC
875
BIT Capital
Germany
$24.2K +$24.2K +159 New
33 34
35
36 37