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DocuSign
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Overview Fund Activity

930 hedge funds and large institutions have $16.3B invested in DocuSign in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 288 reducing their positions, and 204 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-73
Holders Change %
-7.28%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
390
Reduced
288
Closed
204
Calls
$1.9B
Puts
$2.08B
Net Calls
-$183M
Net Calls Change
+$657M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$609M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.85B
3
Flossbach Von Storch
3
Flossbach Von Storch
Germany
$256M
4
Polen Capital Management
4
Polen Capital Management
Florida
$595M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$207M

Top Sellers

1
Tiger Global Management
1
Tiger Global Management
New York
$363M
2
AIM
2
ARK Investment Management
Florida
$179K
3
NAMA
3
Nikko Asset Management Americas
New York
$318K
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$57.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
1026
Claraphi Advisory Network
United States
– -$341K -2,236 Closed
MC
1027
Moors & Cabot
Massachusetts
– -$332K -2,178 Closed
HCA
1028
Harbour Capital Advisors
Virginia
– -$332K -2,178 Closed
B
1029
Barings
North Carolina
– -$327K -2,147 Closed
BC
1030
Brookfield Corp
Ontario, Canada
– -$325K -2,136 Closed
GKWIM
1031
Gerber Kawasaki Wealth & Investment Management
California
– -$324K -2,128 Closed
FT
1032
Fiduciary Trust
Massachusetts
– -$315K -2,070 Closed
FG
1033
Formula Growth
Quebec, Canada
– -$305K -2,000 Closed
CAAS
1034
Capital Asset Advisory Services
Michigan
– -$298K -1,959 Closed
MIP
1035
Marietta Investment Partners
Wisconsin
– -$289K -1,895 Closed
WP
1036
WealthShield Partners
North Carolina
– -$288K -1,893 Closed
CA
1037
CoreCap Advisors
Michigan
– -$287K -1,887 Closed
GG
1038
Golden Green
South Carolina
– -$281K -1,846 Closed
BFS
1039
Bard Financial Services
Connecticut
– -$278K -1,825 Closed
JIC
1040
Joel Isaacson & Co
New York
– -$278K -1,825 Closed
BCM
1041
BlueCrest Capital Management
Jersey
– -$277K -1,820 Closed
CWM
1042
Circle Wealth Management
New Jersey
– -$277K -1,820 Closed
EFM
1043
E Fund Management
China
– -$277K -1,820 Closed
AT
1044
Arvest Trust
Oklahoma
– -$277K -1,817 Closed
SFI
1045
SPC Financial Inc
Maryland
– -$267K -1,750 Closed
MPM
1046
MBB Public Markets
Illinois
– -$266K -1,745 Closed
LSPW
1047
Lake Street Private Wealth
Illinois
– -$261K -1,711 Closed
FCBT
1048
First Citizens Bank & Trust
North Carolina
– -$259K -1,698 Closed
CAG
1049
Crestwood Advisors Group
Massachusetts
– -$258K -1,692 Closed
LOAMU
1050
Lombard Odier Asset Management (USA)
New York
– -$255K -1,677 Closed
40 41
42
43 44