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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
1
Polen Capital Management
Florida
$569M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$465M
3
Swedbank
3
Swedbank
Sweden
$169M
4
NAMA
4
Nikko Asset Management Americas
New York
$384M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$464M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$370M
3
SM
3
SCGE Management
California
$0
4
Invesco
4
Invesco
Georgia
$78.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
976
Bell Investment Advisors
California
$1K -$6K -36 -86%
CAM
977
ClariVest Asset Management
California
$1K – – –
AWMS
978
Advocacy Wealth Management Services
Georgia
$1K – – –
JMF
979
Johnson Midwest Financial
Iowa
$1K – – –
AW
980
Alaethes Wealth
Nevada
$1K – – –
HR
981
Howe & Rusling
New York
$1K – – –
TF
982
TimeScale Financial
Massachusetts
$1K – – –
MFA
983
McClarren Financial Advisors
Pennsylvania
$1K – – –
GCS
984
Gordian Capital (Singapore)
Singapore
$1K +$1K +1 New
HNWA
985
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1K +5 New
SIC
986
SJS Investment Consulting
Ohio
$1K +$1K +5 New
CAC
987
Core Alternative Capital
Georgia
$1K +$1K +6 New
FBT
988
First Bank & Trust
South Dakota
$1K +$1K +6 New
KFI
989
Key Financial Inc
Pennsylvania
$1K +$1K +7 New
BAM
990
Bellevue Asset Management
Washington
$1K +$1K +7 New
BHWM
991
Beaird Harris Wealth Management
Texas
$1K +$1K +8 New
MGB
992
Mass General Brigham
Massachusetts
$1K +$1K +3,864 New
CP
993
Castleview Partners
Texas
$938 +$938 +142,866 New
Manulife (Manufacturers Life Insurance)
994
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$756 -$103 -664 -12%
KFS
995
Kelly Financial Services
Massachusetts
$609 +$609 +4 New
BBHC
996
Brown Brothers Harriman & Co
New York
$18 +$18 +116 New
WIM
997
Westside Investment Management
California
$9 +$2 +15 +31%
SFCL
998
Strengthening Families & Communities LLC
Massachusetts
$6 +$6 +256 New
FFG
999
Ford Financial Group
California
$1 +$1 +13 New
Jennison Associates
1000
Jennison Associates
New York
– -$1.48B -5,762,341 Closed
38 39
40
41 42