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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 %
RFMS
1051
RWQ Financial Management Services
Florida
– -$1.02M -3,975 Closed
LAI
1052
Legal Advantage Investments
California
– -$1.01M -3,925 Closed
AWP
1053
Ascent Wealth Partners
New York
– -$981K -3,811 Closed
DJYG
1054
David J. Yvars Group
Florida
– -$944K -3,662 Closed
CWA
1055
Core Wealth Advisors
Florida
– -$916K -3,560 Closed
NIP
1056
Nicholas Investment Partners
California
– -$897K -3,484 Closed
TCM
1057
Twin Capital Management
Pennsylvania
– -$824K -3,200 Closed
PAG
1058
Private Advisory Group
Washington
– -$739K -2,871 Closed
BCM
1059
Bayesian Capital Management
New York
– -$721K -2,800 Closed
LCS
1060
Levin Capital Strategies
New York
– -$716K -2,782 Closed
DBT
1061
Dubuque Bank & Trust
Iowa
– -$702K -2,726 Closed
B
1062
Bailard
California
– -$699K -2,715 Closed
AHB
1063
Abner Herrman & Brock
New Jersey
– -$682K -2,650 Closed
CAM
1064
Columbia Asset Management
Michigan
– -$670K -2,602 Closed
JWM
1065
Jupiter Wealth Management
Colorado
– -$639K -2,500 Closed
OCAM
1066
Onex Canada Asset Management
Ontario, Canada
– -$598K -2,322 Closed
PWA
1067
Phoenix Wealth Advisors
North Carolina
– -$594K -2,306 Closed
TWM
1068
Triton Wealth Management
Arizona
– -$604K -2,246 Closed
TP
1069
Truvvo Partners
New York
– -$577K -2,240 Closed
SG
1070
Stonnington Group
California
– -$587K -2,233 Closed
BFM
1071
Boothbay Fund Management
New York
– -$570K -2,215 Closed
CCWA
1072
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$568K -2,206 Closed
F
1073
F3Logic
Minnesota
– -$551K -2,140 Closed
KAS
1074
Kemnay Advisory Services
New York
– -$539K -2,095 Closed
CPC
1075
Cookson Peirce & Co
Pennsylvania
– -$529K -2,054 Closed
41 42
43
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