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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 %
MTWM
1101
Masso Torrence Wealth Management
New Jersey
– -$9K -59 Closed
CFCI
1102
Comprehensive Financial Consultants Institutional
Indiana
– -$6K -56 Closed
RAM
1103
Riggs Asset Management
Pennsylvania
– -$8K -51 Closed
SBL
1104
Sargent Bickham Lagudis
Colorado
– -$8K -50 Closed
EWM
1105
Evermay Wealth Management
Virginia
– -$7K -44 Closed
SSC
1106
Syverson Strege & Co
Iowa
– -$6K -40 Closed
TCOV
1107
Trust Company of Vermont
Vermont
– -$6K -40 Closed
AFG
1108
Albion Financial Group
Utah
– -$6K -39 Closed
VRM
1109
Vectors Research Management
New York
– -$5K -34 Closed
ONST
1110
Old North State Trust
North Carolina
– -$5K -34 Closed
RI
1111
Rinkey Investments
California
– -$4K -30 Closed
WR
1112
WD Rutherford
Oregon
– -$5K -30 Closed
JFA
1113
JNBA Financial Advisors
Minnesota
– -$4K -28 Closed
WPA
1114
West Paces Advisors
Georgia
– -$4.11K -27 Closed
CP
1115
Corbenic Partners
Pennsylvania
– -$3K -20 Closed
SFM
1116
Signet Financial Management
New Jersey
– -$3K -20 Closed
WWM
1117
Wagner Wealth Management
South Carolina
– -$3K -19 Closed
FFG
1118
Ford Financial Group
California
– -$1 -13 Closed
BAM
1119
Bellevue Asset Management
Washington
– -$1K -7 Closed
HNWA
1120
Henrickson Nauta Wealth Advisors
Michigan
– -$1K -5 Closed
AW
1121
Alaethes Wealth
Nevada
– -$1K -5 Closed
HWM
1122
Holloway Wealth Management
Florida
– -$5K – –
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