We are live on ! Find out more
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
FPA
1176
First Pacific Advisors
California
– -$203K -790 Closed
BFA
1177
Benedict Financial Advisors
Georgia
– -$203K -787 Closed
KWM
1178
Keebeck Wealth Management
Illinois
– -$202K -784 Closed
AWA
1179
Arkadios Wealth Advisors
Georgia
– -$167K -652 Closed
WLPWM
1180
Walled Lake Planning & Wealth Management
Illinois
– -$167K -647 Closed
FCM
1181
Firestone Capital Management
Florida
– -$151K -541 Closed
CFA
1182
Cahill Financial Advisors
Minnesota
– -$133K -516 Closed
APP
1183
Alpha Paradigm Partners
Illinois
– -$127K -495 Closed
WOSD
1184
WFA of San Diego
California
– -$119K -464 Closed
MAM
1185
Meeder Asset Management
Ohio
– -$86K -333 Closed
KIG
1186
Kowal Investment Group
Wisconsin
– -$81K -315 Closed
GRP
1187
Global Retirement Partners
California
– -$78K -303 Closed
PVH
1188
Psagot Value Holdings
Israel
– -$77K -300 Closed
JCM
1189
Jacobi Capital Management
Pennsylvania
– -$63K -245 Closed
WT
1190
Whittier Trust
California
– -$62K -239 Closed
CI
1191
CX Institutional
Indiana
– -$51K -200 Closed
HA
1192
Herold Advisors
New York
– -$51K -200 Closed
LWM
1193
Liberty Wealth Management
California
– -$35K -136 Closed
FQ
1194
First Quadrant
California
– -$34K -132 Closed
NC
1195
NewSquare Capital
Pennsylvania
– -$28K -110 Closed
BC
1196
Bartlett & Co
Ohio
– -$26K -100 Closed
BCWM
1197
Bartlett & Co Wealth Management
Ohio
– -$25.7K -100 Closed
CFN
1198
Cordasco Financial Network
Florida
– -$26K -100 Closed
FWM
1199
Focused Wealth Management
New York
– -$22.8K -100 -97%
JPLA
1200
Joseph P. Lucia & Associates
New York
– -$26K -100 Closed
46 47
48
49 50

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.