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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 %
YCM
876
Yousif Capital Management
Michigan
– -$283K -2,639 Closed
MPM
877
Meritage Portfolio Management
Kansas
– -$281K -2,625 Closed
GL
878
Graypoint LLC
New York
– -$278K -2,599 Closed
PWM
879
Perigon Wealth Management
California
– -$276K -2,576 Closed
LFA
880
Legacy Financial Advisors
Kentucky
– -$274K -2,558 Closed
SIG
881
Stonegate Investment Group
Alabama
– -$274K -2,557 Closed
MOS
882
MGO One Seven
Ohio
– -$273K -2,546 Closed
EFS
883
Essex Financial Services
Connecticut
– -$273K -2,545 Closed
RHBC
884
R.H. Bluestein & Co
Michigan
– -$270K -2,525 Closed
RFN
885
Redwood Financial Network
Ohio
– -$268K -2,505 Closed
DWM
886
Drive Wealth Management
Utah
– -$268K -2,503 Closed
ACM
887
Alpha Capital Management
Texas
– -$267K -2,490 Closed
NFG
888
Nations Financial Group
Iowa
– -$267K -2,489 Closed
CMI
889
Clare Market Investments
Texas
– -$264K -2,465 Closed
CAG
890
Csenge Advisory Group
Florida
– -$264K -2,461 Closed
WA
891
Wealth Architects
California
– -$255K -2,385 Closed
FCM
892
Fortis Capital Management
Washington
– -$254K -2,374 Closed
IAIM
893
International Assets Investment Management
Florida
– -$248K -2,311 Closed
CA
894
Carson Advisory
Georgia
– -$244K -2,282 Closed
KMWM
895
Keudell/Morrison Wealth Management
Oregon
– -$243K -2,273 Closed
FCM
896
Fourpath Capital Management
Oklahoma
– -$240K -2,236 Closed
RIA
897
Realta Investment Advisors
Delaware
– -$238K -2,221 Closed
WCA
898
Westover Capital Advisors
Delaware
– -$235K -2,197 Closed
XS
899
XR Securities
Illinois
– -$226K -2,108 Closed
MJRIC
900
Mogy Joel R Investment Counsel
California
– -$225K -2,100 Closed
34 35
36
37 38