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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
MSFS
1126
Main Street Financial Solutions
Pennsylvania
– -$297K -1,155 Closed
ZIM
1127
Zacks Investment Management
Illinois
– -$297K -1,155 Closed
PP
1128
PDS Planning
Ohio
– -$292K -1,135 Closed
OIM
1129
Oder Investment Management
California
– -$287K -1,118 Closed
HIP
1130
HUB Investment Partners
Texas
– -$287K -1,116 Closed
WA
1131
WESPAC Advisors
California
– -$287K -1,116 Closed
KAM
1132
Knightsbridge Asset Management
California
– -$283K -1,100 Closed
SFP
1133
Sandbox Financial Partners
Maryland
– -$281K -1,093 Closed
RWA
1134
Redhawk Wealth Advisors
Minnesota
– -$281K -1,090 Closed
FP
1135
Foundry Partners
Minnesota
– -$280K -1,089 Closed
FRA
1136
Frank Rimerman Advisors
California
– -$278K -1,080 Closed
BWM
1137
Buckley Wealth Management
Nevada
– -$275K -1,070 Closed
SF
1138
Symphony Financial
Texas
– -$271K -1,055 Closed
RBFC
1139
Roman Butler Fullerton & Co
Missouri
– -$283K -1,048 Closed
BCP
1140
Berkeley Capital Partners
Georgia
– -$267K -1,036 Closed
GCP
1141
GSA Capital Partners
United Kingdom
– -$265K -1,029 Closed
PWM
1142
Palumbo Wealth Management
New York
– -$264K -1,026 Closed
Comerica Bank
1143
Comerica Bank
Texas
– -$278K -1,013 Closed
RIA
1144
Regal Investment Advisors
Michigan
– -$261K -1,012 Closed
PIA
1145
Perennial Investment Advisors
California
– -$258K -1,007 Closed
CWP
1146
Capital Wealth Planning
Florida
– -$259K -1,006 Closed
MW
1147
Marcum Wealth
Ohio
– -$259K -1,005 Closed
AWA
1148
AmeriServ Wealth Advisors
Pennsylvania
– -$257K -1,000 Closed
OPWM
1149
Oxinas Partners Wealth Management
Indiana
– -$256K -993 Closed
HWM
1150
Hohimer Wealth Management
Washington
– -$252K -978 Closed
44 45
46
47 48

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.