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DocuSign
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Overview Fund Activity

785 hedge funds and large institutions have $8.81B invested in DocuSign in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 299 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-145
Holders Change %
-15.59%
% of All Funds
13.27%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
278
Reduced
299
Closed
211
Calls
$934M
Puts
$1.02B
Net Calls
-$84.6M
Net Calls Change
+$98.1M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$334M
2
Polen Capital Management
Polen Capital Management
Florida
$494M
3
Capital World Investors
Capital World Investors
California
$485M
4
Renaissance Technologies
Renaissance Technologies
New York
$134M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.05B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$191M
2
Tiger Global Management
Tiger Global Management
New York
$0
3
EAM
Eagle Asset Management
Florida
$0
4
Franklin Resources
Franklin Resources
California
$6.15M
5
Coatue Management
Coatue Management
New York
$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
851
Adero Partners
California
– -$318K -2,973 Closed
NAMA
852
Nikko Asset Management Americas
New York
– -$318K -2,956 Closed
9WM
853
9258 Wealth Management
Ohio
– -$315K -2,936 Closed
LNC
854
Lincoln National Corp
Pennsylvania
– -$315K -2,935 Closed
CHP
855
Cable Hill Partners
Oregon
– -$313K -2,918 Closed
JWCA
856
J.W. Cole Advisors
Florida
– -$310K -2,893 Closed
SMH
857
Sanders Morris Harris
Texas
– -$306K -2,864 Closed
ARG
858
Advisory Resource Group
Oklahoma
– -$306K -2,858 Closed
ACS
859
Archford Capital Strategies
Illinois
– -$306K -2,849 Closed
KCM
860
KRS Capital Management
Michigan
– -$305K -2,848 Closed
ORC
861
O'Rourke & Company
Massachusetts
– -$304K -2,834 Closed
BCM
862
Bayesian Capital Management
New York
– -$300K -2,800 Closed
CU
863
CQS (US)
New York
– -$300K -2,797 Closed
PGFC
864
Peapack-Gladstone Financial Corp
New Jersey
– -$299K -2,792 Closed
SW
865
SteelPeak Wealth
California
– -$295K -2,754 Closed
DA
866
Doliver Advisors
Texas
– -$292K -2,730 Closed
CCP
867
Corient Capital Partners
California
– -$292K -2,730 Closed
CIAS
868
Capital Investment Advisory Services
North Carolina
– -$292K -2,728 Closed
MIC
869
Means Investment Company
Maine
– -$289K -2,701 Closed
FRA
870
Frank Rimerman Advisors
California
– -$289K -2,694 Closed
DT
871
Diversified Trust
Tennessee
– -$286K -2,672 Closed
3F
872
360 Financial
Minnesota
– -$300K -2,670 Closed
NL
873
NWAM LLC
Washington
– -$285K -2,661 Closed
ISWM
874
Independent Solutions Wealth Management
New York
– -$284K -2,652 Closed
SB
875
Strategic Blueprint
Georgia
– -$283K -2,641 Closed
33 34
35
36 37