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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 %
GWA
926
Gibson Wealth Advisors
Texas
$8K +$8K +50 New
RAM
927
Riggs Asset Management
Pennsylvania
$8K +$7.84K +50 +5,000%
CAM
928
Costello Asset Management
Pennsylvania
$8K +$8K +50 New
DHGWA
929
Dixon Hughes Goodman Wealth Advisors
North Carolina
$8K +$8K +50 New
AWM
930
Avior Wealth Management
Nebraska
$7K -$7K -50 -50%
CFA
931
Carroll Financial Associates
North Carolina
$7K -$3.04K -20 -30%
JAM
932
JCIC Asset Management
Ontario, Canada
$7K – – –
EWM
933
Evermay Wealth Management
Virginia
$7K – – –
SJIM
934
St. Johns Investment Management
Florida
$7K +$5.51K +37 +370%
GC
935
Globeflex Capital
California
$7K +$7K +45 New
AFG
936
Albion Financial Group
Utah
$6K -$7.69K -50 -56%
SSC
937
Syverson Strege & Co
Iowa
$6K -$1.65K -11 -22%
KTC
938
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
PP
939
Pacifica Partners
Canada
$6K – – –
AP
940
Arlington Partners
Alabama
$6K +$6K +39 New
TCOV
941
Trust Company of Vermont
Vermont
$6K +$6K +40 New
CFCI
942
Comprehensive Financial Consultants Institutional
Indiana
$6K +$6K +56 New
WR
943
WD Rutherford
Oregon
$5K -$605K -3,628 -99%
SWA
944
SOA Wealth Advisors
New York
$5K -$69.4K -500 -93%
WB
945
Webster Bank
Connecticut
$5K – – –
HWM
946
Holloway Wealth Management
Florida
$5K -$8K – –
VRM
947
Vectors Research Management
New York
$5K – – –
ONST
948
Old North State Trust
North Carolina
$5K – – –
RIM
949
Rockbridge Investment Management
New York
$5K – – –
RDIA
950
RE Dickinson Investment Advisors
Iowa
$5K +$5K +34 New
36 37
38
39 40