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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 %
FCM
1176
Firestone Capital Management
Florida
– – -541 Closed
CFA
1177
Cahill Financial Advisors
Minnesota
– – -516 Closed
APP
1178
Alpha Paradigm Partners
Illinois
– – -495 Closed
WOSD
1179
WFA of San Diego
California
– – -464 Closed
MAM
1180
Meeder Asset Management
Ohio
– – -333 Closed
KIG
1181
Kowal Investment Group
Wisconsin
– – -315 Closed
GRP
1182
Global Retirement Partners
California
– – -303 Closed
PVH
1183
Psagot Value Holdings
Israel
– – -300 Closed
JCM
1184
Jacobi Capital Management
Pennsylvania
– – -245 Closed
WT
1185
Whittier Trust
California
– – -239 Closed
CI
1186
CX Institutional
Indiana
– – -200 Closed
HA
1187
Herold Advisors
New York
– – -200 Closed
LWM
1188
Liberty Wealth Management
California
– – -136 Closed
FQ
1189
First Quadrant
California
– – -132 Closed
NC
1190
NewSquare Capital
Pennsylvania
– – -110 Closed
FWM
1191
Focused Wealth Management
New York
$0 3 -100 -97%
JPLA
1192
Joseph P. Lucia & Associates
New York
– – -100 Closed
SFPG
1193
Stonebridge Financial Planning Group
Florida
– – -100 Closed
BC
1194
Bartlett & Co
Ohio
– – -100 Closed
CFN
1195
Cordasco Financial Network
Florida
– – -100 Closed
BCWM
1196
Bartlett & Co Wealth Management
Ohio
– – -100 Closed
AWM
1197
Avondale Wealth Management
Texas
– – -91 Closed
PWM
1198
Prentice Wealth Management
New York
– – -80 Closed
CAM
1199
Close Asset Management
United Kingdom
– – -70 Closed
AIC
1200
Archer Investment Corporation
Indiana
– – -63 Closed
46 47
48
49 50