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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 %
MPPW
1101
Mitchell & Pahl Private Wealth
Oklahoma
– -$347K -1,347 Closed
SF
1102
Synovus Financial
Georgia
– -$350K -1,344 Closed
RFC
1103
Regions Financial Corp
Alabama
– -$343K -1,333 Closed
OC
1104
Oakmont Corp
California
– -$339K -1,316 Closed
CMTU
1105
Capital Markets Trading (UK)
United Kingdom
– -$336K -1,310 Closed
CCIA
1106
Campbell & Co Investment Adviser
Maryland
– -$335K -1,300 Closed
ACM
1107
Azimuth Capital Management
Michigan
– -$335K -1,300 Closed
BCA
1108
Biltmore Capital Advisors
New Jersey
– -$335K -1,300 Closed
FAM
1109
Formidable Asset Management
Ohio
– -$331K -1,287 Closed
CGH
1110
Crossmark Global Holdings
Texas
– -$327K -1,270 Closed
BDF
1111
Balasa Dinverno & Foltz
– -$324K -1,259 Closed
OIA
1112
OneDigital Investment Advisors
Kansas
– -$322K -1,250 Closed
DWT
1113
Dorsey & Whitney Trust
South Dakota
– -$320K -1,244 Closed
MCP
1114
Mirador Capital Partners
California
– -$314K -1,221 Closed
WKWM
1115
Walter & Keenan Wealth Management
Indiana
– -$314K -1,218 Closed
PFG
1116
PAX Financial Group
Texas
– -$310K -1,204 Closed
MC
1117
Maverick Capital
Texas
– -$304K -1,182 Closed
FNBOO
1118
First National Bank of Omaha
Nebraska
– -$304K -1,181 Closed
VC
1119
Veracity Capital
Georgia
– -$302K -1,175 Closed
KLCM
1120
KG&L Capital Management
Louisiana
– -$298K -1,159 Closed
MSFS
1121
Main Street Financial Solutions
Pennsylvania
– -$297K -1,155 Closed
ZIM
1122
Zacks Investment Management
Illinois
– -$297K -1,155 Closed
PP
1123
PDS Planning
Ohio
– -$292K -1,135 Closed
OIM
1124
Oder Investment Management
California
– -$287K -1,118 Closed
HIP
1125
HUB Investment Partners
Texas
– -$287K -1,116 Closed
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45
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