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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 %
WPA
951
West Paces Advisors
Georgia
$4.11K +$4.11K +27 New
CI Investments Inc
952
CI Investments Inc
Ontario, Canada
$4K -$394K -2,263 -99%
MS
953
Mizuho Securities
Japan
$4K -$148 -1 -4%
CHA
954
Carmichael Hill & Associates
Maryland
$4K – – –
MWA
955
Moser Wealth Advisors
Washington
$4K – – –
JFA
956
JNBA Financial Advisors
Minnesota
$4K +$4K +28 New
RI
957
Rinkey Investments
California
$4K +$4K +30 New
ECM
958
Estabrook Capital Management
New York
$3.96K +$3.96K +26 New
WWM
959
Wagner Wealth Management
South Carolina
$3K -$12.5K -79 -81%
TFO
960
Tarbox Family Office
California
$3K – – –
JFGIW
961
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
FA
962
Fortis Advisors
Pennsylvania
$3K – – –
PCA
963
Providence Capital Advisors
North Carolina
$3K – – –
EFS
964
Econ Financial Services
Pennsylvania
$3K +$3K +17 New
SFM
965
Signet Financial Management
New Jersey
$3K +$3K +20 New
CP
966
Corbenic Partners
Pennsylvania
$3K +$3K +20 New
AWM
967
Atticus Wealth Management
Florida
$2K -$226K -1,130 -99%
MWC
968
MBM Wealth Consultants
Missouri
$2K – – –
BCH
969
Berkshire Capital Holdings
California
$2K – – –
AFS
970
Annapolis Financial Services
Maryland
$2K +$200 +1 +11%
LWA
971
Lenox Wealth Advisors
New York
$2K +$2K +10 New
PLU
972
Performa Ltd (US)
South Carolina
$2K +$2K +16 New
SWA
973
Sutton Wealth Advisors
Florida
$1.83K -$152 -1 -8%
HVM
974
Harvest Volatility Management
Connecticut
$1.83K +$460 +3,022 +34%
BWA
975
BDO Wealth Advisors
Florida
$1K -$43.4K -217 -98%
37 38
39
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