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DigitalOcean

93 hedge funds and large institutions have $1.83B invested in DigitalOcean in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

42% more capital invested

Capital invested by funds: $1.29B → $1.83B (+$537M)

26% more funds holding

Funds holding: 7493 (+19)

1.78% more ownership

Funds ownership: 29.06%30.84% (+1.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

38% less call options, than puts

Call options by funds: $5.23M | Put options by funds: $8.41M

Holders
93
Holders Change
+19
Holders Change %
+25.68%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
48
Increased
22
Reduced
14
Closed
28
Calls
$5.23M
Puts
$8.41M
Net Calls
-$3.18M
Net Calls Change
-$3.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AEPI
1
AH Equity Partners III
California
$598M
AEPIP
2
AH Equity Partners III (Parallel)
California
$273M
AllianceBernstein
3
AllianceBernstein
Tennessee
$144M +$38.1M +882,112 +51%
Tiger Global Management
4
Tiger Global Management
New York
$94.5M
JP Morgan Chase
5
JP Morgan Chase
New York
$81M +$25.9M +600,653 +70%
Vanguard Group
6
Vanguard Group
Pennsylvania
$79.3M +$13.3M +307,255 +27%
Victory Capital Management
7
Victory Capital Management
Texas
$55.9M +$6.8M +157,566 +19%
Ameriprise
8
Ameriprise
Minnesota
$50.6M +$1.65M +38,250 +4%
BlackRock
9
BlackRock
New York
$49.7M +$37.3M +864,719 +2,882%
Principal Financial Group
10
Principal Financial Group
Iowa
$41.7M +$1.46M +33,887 +5%
ACM
11
Altimeter Capital Management
Massachusetts
$36.1M
Goldman Sachs
12
Goldman Sachs
New York
$34.2M -$4.48M -103,687 -14%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$32.1M -$901K -20,864 -3%
American Century Companies
14
American Century Companies
Missouri
$22.7M +$4.47M +103,519 +34%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$22.5M +$168K +3,896 +1%
FIG
16
Fortress Investment Group
New York
$20.6M
ECM
17
Engle Capital Management
Connecticut
$19.5M +$15.1M +350,000 New
UBS AM
18
UBS AM
Illinois
$17M -$152K -3,521 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$13.8M +$10.7M +248,696 New
State Street
20
State Street
Massachusetts
$12.8M +$9.43M +218,336 +1,819%
Northern Trust
21
Northern Trust
Illinois
$8.52M +$6.62M +153,290 New
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$8.34M +$2.16M +50,000 +50%
N
23
Nuveen
North Carolina
$7.83M +$6.08M +140,824 New
Wells Fargo
24
Wells Fargo
California
$7.12M +$5.53M +128,130 New
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.05M +$4.83M +111,906 +746%

DOCN Hedge Fund Activity: Q2 2021 in Review

93 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DigitalOcean (DOCN) for Q2 2021, worth a combined $1.83B — up 42% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DOCN positions and 28 closed out — a net gain of 20 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $38.1M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $16.9M sold.

  • 93 institutional investors held DigitalOcean (DOCN) as of Q2 2021, up from 74 in Q1 2021.
  • Funds reported $1.83B of DigitalOcean stock for Q2 2021, up 42% quarter-over-quarter.
  • 48 funds opened new DigitalOcean positions in Q2 2021 and 28 closed out, a net change of +20 holders.
  • The largest DigitalOcean buyer in Q2 2021 was AllianceBernstein, an estimated $38.1M added.
  • The largest DigitalOcean seller in Q2 2021 was ArrowMark Colorado Holdings, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2021.