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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
BFM
1076
Boothbay Fund Management
New York
– -$570K -2,215 Closed
CCWA
1077
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$568K -2,206 Closed
F
1078
F3Logic
Minnesota
– -$551K -2,140 Closed
KAS
1079
Kemnay Advisory Services
New York
– -$539K -2,095 Closed
CPC
1080
Cookson Peirce & Co
Pennsylvania
– -$529K -2,054 Closed
Fidelity International
1081
Fidelity International
Bermuda
– -$496K -1,925 Closed
QP
1082
Quilter Plc
United Kingdom
– -$480K -1,864 Closed
TPWA
1083
TRUE Private Wealth Advisors
Oregon
– -$465K -1,807 Closed
PGWM
1084
Parisi Gray Wealth Management
New Jersey
– -$454K -1,761 Closed
FEM
1085
Fulcrum Equity Management
Texas
– -$445K -1,727 Closed
IA
1086
Insight Advisors
Pennsylvania
– -$485K -1,707 Closed
JIP
1087
Jaffetilchin Investment Partners
Florida
– -$433K -1,681 Closed
PFWA
1088
Paces Ferry Wealth Advisors
Georgia
– -$432K -1,677 Closed
SAM
1089
Silvercrest Asset Management
New York
– -$424K -1,646 Closed
PCM
1090
Prelude Capital Management
New York
– -$370K -1,625 Closed
CCIA
1091
Cherry Creek Investment Advisors
Colorado
– -$409K -1,590 Closed
VCA
1092
Verdence Capital Advisors
Maryland
– -$401K -1,557 Closed
CFG
1093
Citizens Financial Group
Rhode Island
– -$397K -1,542 Closed
FBB
1094
Fulton Breakefield Broenniman
Maryland
– -$393K -1,528 Closed
VFM
1095
Vivid Financial Management
California
– -$390K -1,516 Closed
BCA
1096
Bay Colony Advisors
Massachusetts
– -$387K -1,505 Closed
CA
1097
Cullinan Associates
Kentucky
– -$386K -1,500 Closed
CL
1098
CSS LLC
Illinois
– -$386K -1,498 Closed
DTL
1099
Dynamic Technology Lab
Singapore
– -$383K -1,488 Closed
SSWM
1100
Sheets Smith Wealth Management
North Carolina
– -$378K -1,467 Closed
42 43
44
45 46

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.