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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MS
1151
Maven Securities
Jersey
– – -931 Closed
WFI
1152
West Family Investments
California
– – -919 Closed
IC
1153
Inscription Capital
Texas
– – -902 Closed
WF
1154
Welch & Forbes
Massachusetts
– – -895 Closed
CA
1155
Continuum Advisory
Idaho
– – -891 Closed
FANJ
1156
Financial Architects (New Jersey)
New Jersey
– – -886 Closed
AFP
1157
Ausdal Financial Partners
Iowa
– – -885 Closed
EMFAT
1158
Emerald Mutual Fund Advisers Trust
Pennsylvania
– – -885 Closed
MLFP
1159
MPS Loria Financial Planners
Illinois
– – -881 Closed
FTDI
1160
First Trust Direct Indexing
Massachusetts
– – -873 Closed
SMC
1161
Smith, Moore & Co
Missouri
– – -870 Closed
CAGAS
1162
Capital Advisory Group Advisory Services
Minnesota
– – -862 Closed
BMCM
1163
Burns Matteson Capital Management
New York
– – -837 Closed
BC
1164
Burney Company
Virginia
– – -832 Closed
RA
1165
Riversedge Advisors
Delaware
– – -825 Closed
HL
1166
HeadInvest LLC
Maine
– – -822 Closed
LA
1167
Latitude Advisors
Florida
– – -812 Closed
PWM
1168
Peterson Wealth Management
Nevada
– – -805 Closed
ER
1169
Enlightenment Research
Florida
– – -800 Closed
LWA
1170
Lineweaver Wealth Advisors
Ohio
– – -792 Closed
FPA
1171
First Pacific Advisors
California
– – -790 Closed
BFA
1172
Benedict Financial Advisors
Georgia
– – -787 Closed
KWM
1173
Keebeck Wealth Management
Illinois
– – -784 Closed
AWA
1174
Arkadios Wealth Advisors
Georgia
– – -652 Closed
WLPWM
1175
Walled Lake Planning & Wealth Management
Illinois
– – -647 Closed
45 46
47
48 49