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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
EL
276
Essex LLC
Illinois
$3.41M +$1.63M +7,132 +47%
CCM
277
CAAS Capital Management
New York
$3.39M +$5.08M +22,280 New
PCM
278
Pinz Capital Management
New York
$3.38M +$5.06M +22,200 New
Aberdeen Group
279
Aberdeen Group
United Kingdom
$3.36M +$351K +1,541 +8%
SAM
280
Stansberry Asset Management
Texas
$3.35M -$382K -1,675 -7%
IAS
281
IMA Advisory Services
Colorado
$3.35M +$5.01M +21,966 New
X
282
Xponance
Pennsylvania
$3.35M +$60.4K +265 +1%
NEI
283
Northwest & Ethical Investments
Ontario, Canada
$3.31M +$1.6M +7,039 +48%
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$3.28M +$320K +1,402 +7%
PFS
285
Prospera Financial Services
Texas
$3.21M +$1.28M +5,624 +36%
CCFM
286
Clear Creek Financial Management
Washington
$3.2M +$4.79M +21,029 New
CI
287
Ceera Investments
Texas
$3.16M +$2.52M +11,070 +114%
US Bancorp
288
US Bancorp
Minnesota
$3.12M -$467K -2,050 -9%
AI
289
AXS Investments
New York
$3.07M +$4.6M +20,157 New
Bank of Nova Scotia
290
Bank of Nova Scotia
Ontario, Canada
$2.96M +$4.03M +17,690 +1,149%
BFIC
291
Bedell Frazier Investment Counselling
California
$2.9M -$1.36M -5,983 -24%
LFAS
292
Level Four Advisory Services
Texas
$2.9M +$2.59M +11,367 +148%
BAAM
293
Baker Avenue Asset Management
California
$2.89M +$320K +1,405 +8%
BWL
294
Bogart Wealth LLC
Virginia
$2.88M +$2.29M +10,040 +113%
VIA
295
Vident Investment Advisory
Georgia
$2.87M +$1.28M +5,598 +42%
PA
296
Parallel Advisors
California
$2.86M +$239K +1,049 +6%
IC
297
IEQ Capital
California
$2.85M -$3.53M -15,466 -45%
JSL
298
JT Stratford LLC
Georgia
$2.83M +$3.34M +14,647 +372%
WAM
299
Weatherly Asset Management
California
$2.81M +$373K +1,635 +10%
Simplex Trading
300
Simplex Trading
Illinois
$2.76M +$4.14M +18,138 New
10 11
12
13 14

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.