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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
Macquarie Group
26
Macquarie Group
Australia
$209M +$18.8M +82,547 +6%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$207M +$101M +443,503 +48%
GGHC
28
Gilder Gagnon Howe & Co
New York
$203M +$13.1M +57,602 +5%
EVM
29
Eaton Vance Management
Massachusetts
$198M -$320K -1,405 -0.1%
PI
30
Putnam Investments
Massachusetts
$184M +$28.9M +126,925 +12%
UBS Group
31
UBS Group
Switzerland
$177M +$83.6M +366,634 +46%
Swedbank
32
Swedbank
Sweden
$169M +$226M +991,841 +1,047%
Legal & General Group
33
Legal & General Group
United Kingdom
$164M -$9.39M -41,185 -4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$163M -$3.81M -16,712 -2%
UBS AM
35
UBS AM
Illinois
$160M +$49M +214,815 +26%
Allianz Asset Management
36
Allianz Asset Management
Germany
$152M -$35.4M -155,252 -13%
Bank of America
37
Bank of America
North Carolina
$139M -$23.3M -101,986 -10%
Millennium Management
38
Millennium Management
New York
$136M +$103M +449,841 +102%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$129M -$33.9M -148,530 -15%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$128M -$106M -466,163 -36%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$116M +$80.3M +352,370 +86%
EAM
42
Eagle Asset Management
Florida
$116M +$43.3M +189,864 +34%
Swiss National Bank
43
Swiss National Bank
Switzerland
$113M -$6.54M -28,700 -4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$109M +$139M +609,680 +644%
Wells Fargo
45
Wells Fargo
California
$96.8M -$14.1M -61,858 -9%
Kayne Anderson Rudnick Investment Management
46
Kayne Anderson Rudnick Investment Management
California
$93.1M -$3.09M -13,574 -2%
Charles Schwab
47
Charles Schwab
California
$90.8M +$2.85M +12,491 +2%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$89.9M -$14.2M -62,234 -10%
Citigroup
49
Citigroup
New York
$87.1M -$13.5M -59,427 -9%
Citadel Advisors
50
Citadel Advisors
Florida
$85.9M +$128M +561,311 +20,789%
1
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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.