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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
SFPG
1201
Stonebridge Financial Planning Group
Florida
– -$28K -100 Closed
AWM
1202
Avondale Wealth Management
Texas
– -$23K -91 Closed
PWM
1203
Prentice Wealth Management
New York
– -$21K -80 Closed
CAM
1204
Close Asset Management
United Kingdom
– -$18K -70 Closed
AIC
1205
Archer Investment Corporation
Indiana
– -$16.2K -63 Closed
APWA
1206
Atlas Private Wealth Advisors
New Jersey
– -$13K -50 Closed
EWA
1207
Evolution Wealth Advisors
Florida
– -$12K -47 Closed
ACM
1208
Advent Capital Management
New York
– -$12K -45 Closed
SMG
1209
Spectrum Management Group
Indiana
– -$11K -42 Closed
BMD
1210
Better Money Decisions
New Mexico
– -$10K -37 Closed
TAM
1211
Tucker Asset Management
Colorado
– -$5.01K -18 Closed
RTL
1212
Red Tortoise LLC
Georgia
– -$1K -13 Closed
TLFA
1213
True Link Financial Advisors
California
– -$3K -13 Closed
IF
1214
Ironwood Financial
Arizona
– -$3K -10 Closed
PSB
1215
Piscataqua Savings Bank
New Hampshire
– -$3K -10 Closed
CA
1216
Crewe Advisors
Utah
– -$2K -9 Closed
DCM
1217
Davidson Capital Management
Texas
– -$2K -9 Closed
TAIM
1218
TD Ameritrade Investment Management
Nebraska
– -$2K -8 Closed
LF
1219
Lee Financial
Texas
– -$2K -7 Closed
SCA
1220
Stonebridge Capital Advisors
Minnesota
– -$2K -7 Closed
JWM
1221
Janiczek Wealth Management
Colorado
– -$2K -6 Closed
FMII
1222
Farmers & Merchants Investments Inc
Nebraska
– -$1K -4 Closed
PI
1223
PEAK6 Investments
Illinois
– -$912 -4 Closed
GIA
1224
Goodwin Investment Advisory
Georgia
– +$228 +1 New
GLLW
1225
Graves Light Lenhart Wealth
Virginia
– +$228 +1 New
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.