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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 %
CAGAS
951
Capital Advisory Group Advisory Services
Minnesota
– -$13K -119 Closed
BFC
952
Bedel Financial Consulting
Indiana
– -$11K -102 Closed
WAS
953
Winch Advisory Services
Wisconsin
– -$11K -100 Closed
CWC
954
Carolinas Wealth Consulting
North Carolina
– -$11K -99 Closed
ADL
955
Asset Dedication LLC
California
– -$9K -82 Closed
MA
956
MUFG Americas
New York
– -$7K -67 Closed
SLWA
957
San Luis Wealth Advisors
California
– -$10K -63 Closed
SCA
958
Sandy Cove Advisors
Massachusetts
– -$7K -62 Closed
LAS
959
Lloyd Advisory Services
Georgia
– -$6K -60 Closed
CAL
960
Capital Analysts LLC
Pennsylvania
– -$5K -50 Closed
GC
961
Globeflex Capital
California
– -$5K -45 Closed
AWM
962
Avondale Wealth Management
Texas
– -$4K -39 Closed
ECM
963
Estabrook Capital Management
New York
– -$2.79K -26 Closed
TH
964
TCTC Holdings
Texas
– -$2K -20 Closed
EFS
965
Econ Financial Services
Pennsylvania
– -$2K -17 Closed
SWA
966
Sutton Wealth Advisors
Florida
– -$1.29K -12 Closed
MWC
967
MBM Wealth Consultants
Missouri
– -$1K -10 Closed
TFO
968
Tarbox Family Office
California
– -$1K -10 Closed
BCH
969
Berkshire Capital Holdings
California
– -$1K -10 Closed
CAM
970
ClariVest Asset Management
California
– -$1K -6 Closed
MAM
971
Marquette Asset Management
Minnesota
– -$1K -5 Closed
FFWM
972
Future Financial Wealth Management
Ohio
– -$1K -5 Closed
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