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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
EAM
1051
Eventide Asset Management
Massachusetts
– -$1.24M -4,819 Closed
RA
1052
Rational Advisors
New York
– -$1.2M -4,665 Closed
FC
1053
FORA Capital
Florida
– -$1.15M -4,460 Closed
CRWM
1054
Castle Rock Wealth Management
California
– -$1.19M -4,355 Closed
MSE
1055
MUFG Securities EMEA
United Kingdom
– -$978K -4,288 Closed
RFMS
1056
RWQ Financial Management Services
Florida
– -$1.02M -3,975 Closed
LAI
1057
Legal Advantage Investments
California
– -$1.01M -3,925 Closed
AWP
1058
Ascent Wealth Partners
New York
– -$981K -3,811 Closed
DJYG
1059
David J. Yvars Group
Florida
– -$944K -3,662 Closed
CWAF
1060
Core Wealth Advisors (Florida)
Florida
– -$916K -3,560 Closed
NIP
1061
Nicholas Investment Partners
California
– -$897K -3,484 Closed
TCM
1062
Twin Capital Management
Pennsylvania
– -$824K -3,200 Closed
PAG
1063
Private Advisory Group
Washington
– -$739K -2,871 Closed
BCM
1064
Bayesian Capital Management
New York
– -$721K -2,800 Closed
LCS
1065
Levin Capital Strategies
New York
– -$716K -2,782 Closed
DBT
1066
Dubuque Bank & Trust
Iowa
– -$702K -2,726 Closed
B
1067
Bailard
California
– -$699K -2,715 Closed
AHB
1068
Abner Herrman & Brock
New Jersey
– -$682K -2,650 Closed
CAM
1069
Columbia Asset Management
Michigan
– -$670K -2,602 Closed
JWM
1070
Jupiter Wealth Management
Colorado
– -$639K -2,500 Closed
OCAM
1071
Onex Canada Asset Management
Ontario, Canada
– -$598K -2,322 Closed
PWA
1072
Phoenix Wealth Advisors
North Carolina
– -$594K -2,306 Closed
TWM
1073
Triton Wealth Management
Arizona
– -$604K -2,246 Closed
TP
1074
Truvvo Partners
New York
– -$577K -2,240 Closed
SG
1075
Stonnington Group
California
– -$587K -2,233 Closed
41 42
43
44 45

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.