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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
Marshall Wace
76
Marshall Wace
United Kingdom
$46.9M +$67.2M +294,578 +2,253%
Nomura Holdings
77
Nomura Holdings
Japan
$45.8M +$68M +298,153 +11,647%
RJA
78
Raymond James & Associates
Florida
$45.7M +$1.14K +5 +0%
PPA
79
Parametric Portfolio Associates
Washington
$43.2M -$9.61M -42,132 -13%
National Pension Service
80
National Pension Service
South Korea
$42.1M +$3.14M +13,751 +5%
Capital International Investors
81
Capital International Investors
California
$41.8M +$62.6M +274,685 New
Osaic Holdings
82
Osaic Holdings
Arizona
$41.6M -$2.02M -8,868 -3%
Amundi
83
Amundi
France
$41.5M +$7.73M +33,911 +12%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$39.5M -$54.7M -240,134 -48%
PCM
85
Peregrine Capital Management
Minnesota
$38.9M +$5.04M +22,095 +9%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$37.7M -$297M -1,301,846 -84%
Victory Capital Management
87
Victory Capital Management
Texas
$36.9M -$31.6M -138,591 -36%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$34.5M +$14.3M +62,900 +38%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$34.4M +$246K +1,080 +0.5%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$34.2M +$4.67M +20,505 +10%
CCM
91
Cota Capital Management
California
$33.6M +$13.9M +60,937 +38%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$33.4M -$2.53M -11,109 -5%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$31.1M +$2.52M +11,062 +6%
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$30.2M +$1.81M +7,959 +4%
WA
95
Wasatch Advisors
Utah
$29.5M +$12.4M +54,370 +39%
VCP
96
Varenne Capital Partners
France
$29.3M +$43.9M +192,649 New
HF
97
HRT Financial
New York
$28.6M -$51.5M -225,907 -55%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$27.5M -$2.56M -11,234 -6%
Canada Life
99
Canada Life
Manitoba, Canada
$27.1M +$409K +1,794 +1%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$26.8M +$4.75M +20,813 +13%
2 3
4
5 6

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.