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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
APC
151
Alta Park Capital
California
$11.9M -$6.28M -27,537 -26%
CS
152
Candriam SCA
Luxembourg
$11.6M +$4.19M +18,400 +32%
HCM
153
Hitchwood Capital Management
New York
$11.4M – – –
Brown Advisory
154
Brown Advisory
Maryland
$10.7M +$15.6M +68,255 +3,241%
FAF
155
Första AP-fonden
Sweden
$10.6M +$3.9M +17,100 +33%
LNWTC
156
Laird Norton Wetherby Trust Company
Washington
$10.3M +$28.5K +125 +0.2%
GC
157
Guggenheim Capital
Illinois
$10.3M +$2.6M +11,386 +20%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$10.1M -$546K -2,393 -3%
LSA
159
Leonteq Securities AG
Switzerland
$9.81M +$12.1M +52,988 +464%
PAMS
160
Pictet Asset Management (Switzerland)
Switzerland
$9.65M -$468K -2,054 -3%
FAF
161
Fjarde Ap-fonden
Sweden
$9.64M +$2.58M +11,300 +22%
WMC
162
Westwood Management Corporation
Illinois
$9.49M +$197K +862 +1%
GIP
163
Granite Investment Partners
California
$9.48M -$119K -523 -0.8%
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$9.33M -$59.5M -260,768 -81%
Aviva
165
Aviva
United Kingdom
$9.19M -$179K -784 -1%
FCM
166
Firsthand Capital Management
California
$9.14M – – –
DP
167
DDD Partners
Washington
$9.11M +$13.6M +59,787 New
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$9.08M +$1.12M +4,927 +9%
CA
169
Capitolis Advisors
New York
$9.07M – – –
FGIM
170
First Growth Investment Manager
California
$8.9M -$160K -700 -1%
Rafferty Asset Management
171
Rafferty Asset Management
New York
$8.87M +$5.21M +22,857 +65%
KA
172
Kerrisdale Advisers
Florida
$8.82M +$13.2M +57,900 New
Vontobel Holding
173
Vontobel Holding
Switzerland
$8.33M +$1.22M +5,330 +11%
FA
174
FDx Advisors
Illinois
$8.3M +$12M +52,423 +2,535%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$8.25M +$9.94M +43,601 +412%
5 6
7
8 9

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.