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DOCU

DocuSign
DOCU

1,007 hedge funds and large institutions have $22.8B invested in DocuSign in 2021 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 409 increasing their positions, 305 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 305

5% less first-time investments, than exits

New positions opened: 207 | Existing positions closed: 219

1.43% less ownership

Funds ownership: 77.48% → 76.05% (-1.4%)

3% less funds holding

Funds holding: 1,037 → 1,007 (-30)

31% less call options, than puts

Call options by funds: $1.85B | Put options by funds: $2.69B

39% less funds holding in top 10

Funds holding in top 10: 23 → 14 (-9)

42% less capital invested

Capital invested by funds: $39.1B → $22.8B (-$16.3B)

Holders
1,007
Holders Change
-30
Holders Change %
-2.89%
% of All Funds
15.5%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.22%
New
207
Increased
409
Reduced
305
Closed
219
Calls
$1.85B
Puts
$2.69B
Net Calls
-$840M
Net Calls Change
+$9.7M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$852M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$696M
3
Swedbank
Swedbank
Sweden
+$226M
4
NAMA
Nikko Asset Management Americas
New York
+$182M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$177M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.48B
2
Morgan Stanley
Morgan Stanley
New York
-$992M
3
Invesco
Invesco
Georgia
-$335M
4
SM
SCGE Management
California
-$323M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$297M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
226
Jag Capital Management
Missouri
$5.26M -$1.91M -8,388 -20%
TI
227
Trexquant Investment
Connecticut
$5.25M +$3.72M +16,328 +90%
UB
228
UMB Bank
Missouri
$5.23M +$910K +3,990 +13%
BCIM
229
British Columbia Investment Management
British Columbia, Canada
$5.22M -$387K -1,697 -5%
CCM
230
Covington Capital Management
California
$5.22M +$404K +1,770 +5%
Handelsbanken Fonder
231
Handelsbanken Fonder
Sweden
$5.19M – – –
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$5.19M -$32.6K -143 -0.4%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$5.02M -$1.47M -6,449 -16%
OSIA
234
O'Shares Investment Advisers
Massachusetts
$4.99M +$1.75M +7,677 +31%
GT
235
Glenmede Trust
Pennsylvania
$4.98M +$7.28M +31,913 +3,964%
PP
236
Patten & Patten
Tennessee
$4.98M -$19.2K -84 -0.3%
SGAM
237
Smith Group Asset Management
Texas
$4.95M – – –
ASN
238
Advisory Services Network
Georgia
$4.84M -$272K -1,194 -4%
II
239
Inspire Investing
Idaho
$4.78M +$780K +3,421 +12%
CII
240
Capital International Inc
California
$4.7M -$376K -1,650 -5%
CTC (Chicago Trading Company)
241
CTC (Chicago Trading Company)
Illinois
$4.65M +$6.96M +30,537 New
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$4.59M +$895K +3,924 +15%
Primecap Management
243
Primecap Management
California
$4.58M -$137K -600 -2%
KBC Group
244
KBC Group
Belgium
$4.58M -$2.15M -9,433 -24%
Lord, Abbett & Co
245
Lord, Abbett & Co
New Jersey
$4.54M -$94.6M -414,849 -93%
Allspring Global Investments
246
Allspring Global Investments
North Carolina
$4.41M +$6.59M +28,925 New
TC
247
TownSquare Capital
Utah
$4.4M +$6.06M +26,562 +1,133%
HFS
248
Hantz Financial Services
Michigan
$4.39M +$6.36M +27,900 +2,981%
CAM
249
Cresset Asset Management
Illinois
$4.35M +$4.33M +18,991 +198%
SMFG
250
Sumitomo Mitsui Financial Group
Japan
$4.33M +$1.8M +7,900 +39%
8 9
10
11 12

DOCU Hedge Fund Activity: Q4 2021 in Review

1,007 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2021, worth a combined $22.8B — down 42% from $39.1B a quarter earlier.

Sellers outnumbered buyers: 219 funds closed out of DOCU and 207 opened new positions — a net loss of 12 holders — while 305 trimmed existing stakes and 409 added.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $852M. The largest seller was Jennison Associates, exiting entirely with an estimated $1.48B sold.

  • 1,007 institutional investors held DocuSign (DOCU) as of Q4 2021, down from 1,037 in Q3 2021.
  • Funds reported $22.8B of DocuSign stock for Q4 2021, down 42% quarter-over-quarter.
  • 207 funds opened new DocuSign positions in Q4 2021 and 219 closed out, a net change of -12 holders.
  • The largest DocuSign buyer in Q4 2021 was Polen Capital Management, an estimated $852M added.
  • The largest DocuSign seller in Q4 2021 was Jennison Associates, an estimated $1.48B sold.

Based on aggregated 13F filings for Q4 2021.