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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 %
AssetMark Inc
876
AssetMark Inc
California
$3K -$834K -7,788 -100%
NL
877
NVWM LLC
Pennsylvania
$3K -$3K -30 -50%
LWCFA
878
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K -$2.7K -27 -47%
MWA
879
Moser Wealth Advisors
Washington
$3K – – –
CHA
880
Carmichael Hill & Associates
Maryland
$3K – – –
MS
881
Mizuho Securities
Japan
$3K +$207 +2 +7%
AWM
882
Atticus Wealth Management
Florida
$3K +$1.8K +15 +150%
RCM
883
Raleigh Capital Management
North Carolina
$3K +$3K +29 New
ECM
884
Estabrook Capital Management
New York
$2.79K – – –
FHA
885
First Horizon Advisors
Tennessee
$2K -$54.1K -487 -96%
AP
886
Arlington Partners
Alabama
$2K -$2.59K -22 -56%
JFGIW
887
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
EFS
888
Econ Financial Services
Pennsylvania
$2K – – –
FA
889
Fortis Advisors
Pennsylvania
$2K – – –
PCA
890
Providence Capital Advisors
North Carolina
$2K – – –
CI Investments Inc
891
CI Investments Inc
Ontario, Canada
$2K – – –
OLVIG
892
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$2K +15 New
TH
893
TCTC Holdings
Texas
$2K +$2K +20 New
HWMA
894
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +20 New
SWA
895
Sutton Wealth Advisors
Florida
$1.29K – – –
RIM
896
Rockbridge Investment Management
New York
$1.09K -$2.17K -20 -67%
TFO
897
Tarbox Family Office
California
$1K -$900 -9 -47%
MWC
898
MBM Wealth Consultants
Missouri
$1K – – –
CAM
899
ClariVest Asset Management
California
$1K – – –
AWMS
900
Advocacy Wealth Management Services
Georgia
$1K – – –
34 35
36
37 38