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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 %
Fidelity International
1076
Fidelity International
Bermuda
– -$496K -1,925 Closed
QP
1077
Quilter Plc
United Kingdom
– -$480K -1,864 Closed
TPWA
1078
TRUE Private Wealth Advisors
Oregon
– -$465K -1,807 Closed
PGWM
1079
Parisi Gray Wealth Management
New Jersey
– -$454K -1,761 Closed
FEM
1080
Fulcrum Equity Management
Texas
– -$445K -1,727 Closed
IA
1081
Insight Advisors
Pennsylvania
– -$485K -1,707 Closed
JIP
1082
Jaffetilchin Investment Partners
Florida
– -$433K -1,681 Closed
PFWA
1083
Paces Ferry Wealth Advisors
Georgia
– -$432K -1,677 Closed
SAM
1084
Silvercrest Asset Management
New York
– -$424K -1,646 Closed
PCM
1085
Prelude Capital Management
New York
– -$418K -1,625 Closed
CCIA
1086
Cherry Creek Investment Advisors
Colorado
– -$409K -1,590 Closed
VCA
1087
Verdence Capital Advisors
Maryland
– -$401K -1,557 Closed
CFG
1088
Citizens Financial Group
Rhode Island
– -$397K -1,542 Closed
FBB
1089
Fulton Breakefield Broenniman
Maryland
– -$393K -1,528 Closed
VFM
1090
Vivid Financial Management
California
– -$390K -1,516 Closed
BCA
1091
Bay Colony Advisors
Massachusetts
– -$387K -1,505 Closed
CA
1092
Cullinan Associates
Kentucky
– -$386K -1,500 Closed
CL
1093
CSS LLC
Illinois
– -$386K -1,498 Closed
DTL
1094
Dynamic Technology Lab
Singapore
– -$383K -1,488 Closed
SSWM
1095
Sheets Smith Wealth Management
North Carolina
– -$378K -1,467 Closed
RWB
1096
RMR Wealth Builders
New Jersey
– -$374K -1,454 Closed
CPIG
1097
Chicago Partners Investment Group
Illinois
– -$370K -1,452 Closed
CA
1098
CastleArk Alternatives
Illinois
– -$373K -1,450 Closed
AW
1099
ACG Wealth
Georgia
– -$358K -1,392 Closed
GLA
1100
Great Lakes Advisors
Illinois
– -$358K -1,390 Closed
42 43
44
45 46