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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
BSW
1151
Buckingham Strategic Wealth
Missouri
– -$251K -974 Closed
RI
1152
Ridgewood Investments
New Jersey
– -$245K -950 Closed
CWM
1153
Centric Wealth Management
Illinois
– -$242K -941 Closed
CA
1154
Calton & Associates
Florida
– -$240K -934 Closed
SVWAG
1155
Sound View Wealth Advisors Group
Georgia
– -$240K -934 Closed
MS
1156
Maven Securities
Jersey
– -$240K -931 Closed
WFI
1157
West Family Investments
California
– -$237K -919 Closed
IC
1158
Inscription Capital
Texas
– -$232K -902 Closed
WF
1159
Welch & Forbes
Massachusetts
– -$231K -895 Closed
CA
1160
Continuum Advisory
Idaho
– -$229K -891 Closed
FANJ
1161
Financial Architects (New Jersey)
New Jersey
– -$228K -886 Closed
AFP
1162
Ausdal Financial Partners
Iowa
– -$228K -885 Closed
EMFAT
1163
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$228K -885 Closed
MLFP
1164
MPS Loria Financial Planners
Illinois
– -$226K -881 Closed
FTDI
1165
First Trust Direct Indexing
Massachusetts
– -$225K -873 Closed
SMC
1166
Smith, Moore & Co
Missouri
– -$224K -870 Closed
CAGAS
1167
Capital Advisory Group Advisory Services
Minnesota
– -$222K -862 Closed
BMCM
1168
Burns Matteson Capital Management
New York
– -$215K -837 Closed
BC
1169
Burney Company
Virginia
– -$214K -832 Closed
RA
1170
Riversedge Advisors
Delaware
– -$212K -825 Closed
HL
1171
HeadInvest LLC
Maine
– -$212K -822 Closed
LA
1172
Latitude Advisors
Florida
– -$209K -812 Closed
PWM
1173
Peterson Wealth Management
Nevada
– -$207K -805 Closed
ER
1174
Enlightenment Research
Florida
– -$206K -800 Closed
LWA
1175
Lineweaver Wealth Advisors
Ohio
– -$203K -792 Closed
45 46
47
48 49

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.