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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 %
APWA
1201
Atlas Private Wealth Advisors
New Jersey
– – -50 Closed
EWA
1202
Evolution Wealth Advisors
Florida
– – -47 Closed
ACM
1203
Advent Capital Management
New York
– – -45 Closed
SMG
1204
Spectrum Management Group
Indiana
– – -42 Closed
BMD
1205
Better Money Decisions
New Mexico
– – -37 Closed
TAM
1206
Tucker Asset Management
Colorado
– – -18 Closed
TLFA
1207
True Link Financial Advisors
California
– – -13 Closed
RTL
1208
Red Tortoise LLC
Georgia
– – -13 Closed
IF
1209
Ironwood Financial
Arizona
– – -10 Closed
PSB
1210
Piscataqua Savings Bank
New Hampshire
– – -10 Closed
CA
1211
Crewe Advisors
Utah
– – -9 Closed
DCM
1212
Davidson Capital Management
Texas
– – -9 Closed
TAIM
1213
TD Ameritrade Investment Management
Nebraska
– – -8 Closed
SCA
1214
Stonebridge Capital Advisors
Minnesota
– – -7 Closed
LF
1215
Lee Financial
Texas
– – -7 Closed
JWM
1216
Janiczek Wealth Management
Colorado
– – -6 Closed
FMII
1217
Farmers & Merchants Investments Inc
Nebraska
– – -4 Closed
PI
1218
PEAK6 Investments
Illinois
– – -4 Closed
TC
1219
Teilinger Capital
Texas
– – – –
BBA
1220
Baader Bank Aktiengesellschaft
Germany
– – – –
Group One Trading
1221
Group One Trading
Illinois
– – – –
OCM
1222
Oribel Capital Management
New York
– – – –
SM
1223
SG3 Management
Puerto Rico
– – – –
VSAM
1224
Value Star Asset Management
Hong Kong
– – – –
MTIM
1225
Marathon Trading Investment Management
Pennsylvania
– – – –
46 47 48
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50