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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 %
PCG
851
Private Capital Group
Connecticut
$9K +$3.45K +33 +62%
BWM
852
Baystate Wealth Management
Massachusetts
$8K – – –
HWM
853
HighMark Wealth Management
Minnesota
$8K – – –
DWA
854
Delos Wealth Advisors
Texas
$8K – – –
MA
855
MUFG Americas
New York
$7K -$27.2K -260 -80%
SSB
856
Sandy Spring Bank
Maryland
$7K – – –
TFM
857
TFC Financial Management
Massachusetts
$7K – – –
SCA
858
Sandy Cove Advisors
Massachusetts
$7K – – –
ZIG
859
Zullo Investment Group
Pennsylvania
$6K -$19K -177 -76%
LWA
860
Lenox Wealth Advisors
New York
$6K +$4.98K +49 +490%
JPLA
861
Joseph P. Lucia & Associates
New York
$6K +$6K +55 New
LAS
862
Lloyd Advisory Services
Georgia
$6K +$6K +60 New
CAL
863
Capital Analysts LLC
Pennsylvania
$5K -$14K -140 -74%
GC
864
Globeflex Capital
California
$5K – – –
JAM
865
JCIC Asset Management
Ontario, Canada
$5K – – –
SJIM
866
St. Johns Investment Management
Florida
$5K – – –
PP
867
Pacifica Partners
Canada
$5K – – –
GWA
868
Gibson Wealth Advisors
Texas
$5K – – –
DHGWA
869
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K – – –
CAM
870
Costello Asset Management
Pennsylvania
$5K – – –
KTC
871
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
RDIA
872
RE Dickinson Investment Advisors
Iowa
$4K – – –
WB
873
Webster Bank
Connecticut
$4K – – –
CAC
874
Core Alternative Capital
Georgia
$4K +$3.29K +28 +467%
AWM
875
Avondale Wealth Management
Texas
$4K +$4K +39 New
33 34
35
36 37