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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
RWB
1101
RMR Wealth Builders
New Jersey
– -$374K -1,454 Closed
CPIG
1102
Chicago Partners Investment Group
Illinois
– -$370K -1,452 Closed
CA
1103
CastleArk Alternatives
Illinois
– -$373K -1,450 Closed
AW
1104
ACG Wealth
Georgia
– -$358K -1,392 Closed
GLA
1105
Great Lakes Advisors
Illinois
– -$358K -1,390 Closed
MPPW
1106
Mitchell & Pahl Private Wealth
Oklahoma
– -$347K -1,347 Closed
SF
1107
Synovus Financial
Georgia
– -$350K -1,344 Closed
RFC
1108
Regions Financial Corp
Alabama
– -$343K -1,333 Closed
OC
1109
Oakmont Corp
California
– -$339K -1,316 Closed
CMTU
1110
Capital Markets Trading (UK)
United Kingdom
– -$336K -1,310 Closed
ACM
1111
Azimuth Capital Management
Michigan
– -$335K -1,300 Closed
BCA
1112
Biltmore Capital Advisors
New Jersey
– -$335K -1,300 Closed
CCIA
1113
Campbell & Co Investment Adviser
Maryland
– -$335K -1,300 Closed
FAM
1114
Formidable Asset Management
Ohio
– -$331K -1,287 Closed
CGH
1115
Crossmark Global Holdings
Texas
– -$327K -1,270 Closed
BDF
1116
Balasa Dinverno & Foltz
– -$324K -1,259 Closed
OIA
1117
OneDigital Investment Advisors
Kansas
– -$322K -1,250 Closed
DWT
1118
Dorsey & Whitney Trust
South Dakota
– -$320K -1,244 Closed
MCP
1119
Mirador Capital Partners
California
– -$314K -1,221 Closed
WKWM
1120
Walter & Keenan Wealth Management
Indiana
– -$314K -1,218 Closed
PFG
1121
PAX Financial Group
Texas
– -$310K -1,204 Closed
MC
1122
Maverick Capital
Texas
– -$304K -1,182 Closed
FNBOO
1123
First National Bank of Omaha
Nebraska
– -$304K -1,181 Closed
VC
1124
Veracity Capital
Georgia
– -$302K -1,175 Closed
KLCM
1125
KG&L Capital Management
Louisiana
– -$298K -1,159 Closed
43 44
45
46 47

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.