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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 %
WT
876
Washington Trust
Rhode Island
$24K -$1.39M -9,259 -98%
LWANC
877
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$15.3K +100 +175%
TFA
878
Toth Financial Advisory
Virginia
$23K -$3.83K -25 -14%
BC
879
Burleson & Co
California
$23K – – –
AW
880
Avion Wealth
Texas
$23K – – –
CWA
881
Clearview Wealth Advisors
Oregon
$23K +$6.79K +44 +42%
HFM
882
Harvest Fund Management
China
$22K -$156K -1,006 -88%
KPCM
883
Kings Point Capital Management
New York
$22K +$9.23K +60 +72%
AWM
884
Activest Wealth Management
Florida
$21K +$10.9K +73 +107%
AJ
885
Ashburton (Jersey)
Jersey
$20K -$11.3K -75 -36%
ACM
886
Antonetti Capital Management
Florida
$20K +$8.91K +57 +80%
CWS
887
Confluence Wealth Services
Pennsylvania
$20K +$20K +136 New
ST
888
Smithfield Trust
Pennsylvania
$19K – – –
ME
889
McIlrath & Eck
Washington
$19K +$15.2K +101 +404%
EIP
890
Ellis Investment Partners
Pennsylvania
$18K -$3K -20 -14%
AAP
891
Arax Advisory Partners
Colorado
$18K +$1.98K +13 +12%
CCA
892
Column Capital Advisors
Indiana
$18K +$12.4K +81 +219%
BWM
893
BerganKDV Wealth Management
Minnesota
$17K -$911 -6 -5%
AWA
894
Amplius Wealth Advisors
Pennsylvania
$17K +$17K +113 New
BFC
895
Bedel Financial Consulting
Indiana
$16K +$769 +5 +5%
PO
896
Private Ocean
California
$16K +$15.4K +100 +2,500%
CWC
897
Carolinas Wealth Consulting
North Carolina
$15K -$25.5K -168 -63%
PWMG
898
Prestige Wealth Management Group
New Jersey
$15K -$15K -100 -50%
SIC
899
Salem Investment Counselors
North Carolina
$15K – – –
WAS
900
Winch Advisory Services
Wisconsin
$15K – – –
34 35
36
37 38