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DOCU

DocuSign
DOCU

347 hedge funds and large institutions have $6.07B invested in DocuSign in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 148 increasing their positions, 71 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 71

89% more call options, than puts

Call options by funds: $187M | Put options by funds: $99.3M

10% more capital invested

Capital invested by funds: $5.52B → $6.07B (+$555M)

7.58% more ownership

Funds ownership: 62.84% → 70.42% (+7.6%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

0% more funds holding

Funds holding: 347 → 347 (0)

43% less funds holding in top 10

Funds holding in top 10: 21 → 12 (-9)

Holders
347
Holders Change
–
Holders Change %
0%
% of All Funds
7.54%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.26%
New
87
Increased
148
Reduced
71
Closed
81
Calls
$187M
Puts
$99.3M
Net Calls
+$88.2M
Net Calls Change
+$47.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$323M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$163M
3
BlackRock
BlackRock
New York
+$136M
4
MCMC
Matrix Capital Management Company
New Hampshire
+$93M
5
State Street
State Street
Massachusetts
+$86M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$113M
2
Artisan Partners
Artisan Partners
Wisconsin
-$62.8M
3
MCM
Melvin Capital Management
New York
-$62.2M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$56.3M
5
HCM
Hitchwood Capital Management
New York
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
226
Prudential Financial
New Jersey
$379K +$131K +2,450 +47%
MIC
227
Meridian Investment Counsel
California
$365K +$8.01K +150 +2%
CAN
228
Cetera Advisor Networks
California
$365K +$396K +7,425 New
MIH
229
Meitav Investment House
Israel
$362K +$382K +7,155 New
IC
230
Intersect Capital
California
$355K – – –
GC
231
Guggenheim Capital
Illinois
$350K -$16.9K -317 -4%
DC
232
Davenport & Co
Virginia
$348K – – –
RHBC
233
R.H. Bluestein & Co
Michigan
$348K – – –
RCM
234
Requisite Capital Management
Texas
$346K +$223K +4,182 +150%
AWM
235
AE Wealth Management
Kansas
$342K +$367K +6,878 New
BT
236
Brandywine Trust
Delaware
$339K – – –
II
237
IFM Investors
Australia
$334K +$359K +6,725 New
IF
238
IRON Financial
Illinois
$333K +$343K +6,416 New
AAM
239
Advisors Asset Management
Colorado
$328K +$6.03K +113 +2%
Skandinaviska Enskilda Banken (SEB)
240
Skandinaviska Enskilda Banken (SEB)
Sweden
$328K +$352K +6,600 New
BM
241
Brandywine Managers
Delaware
$323K – – –
SC
242
Saturna Capital
Washington
$323K +$347K +6,500 New
RVPG
243
Relative Value Partners Group
$322K – – –
Principal Financial Group
244
Principal Financial Group
Iowa
$321K -$178K -3,334 -34%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$319K – – –
HCA
246
Harbour Capital Advisors
Virginia
$318K +$342K +6,400 New
JWM
247
Jupiter Wealth Management
Colorado
$316K – – –
PHK
248
Point72 Hong Kong
Hong Kong
$306K +$329K +6,153 New
SAM
249
Shell Asset Management
Netherlands
$305K +$328K +6,142 New
BG
250
Bollard Group
Massachusetts
$300K – – –
8 9
10
11 12

DOCU Hedge Fund Activity: Q2 2019 in Review

347 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2019, worth a combined $6.07B — up 10% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DOCU positions and 81 closed out — a net gain of 6 holders — while 148 added to existing stakes and 71 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $323M. The largest seller was Fidelity Investments, cutting an estimated $113M.

  • 347 institutional investors held DocuSign (DOCU) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $6.07B of DocuSign stock for Q2 2019, up 10% quarter-over-quarter.
  • 87 funds opened new DocuSign positions in Q2 2019 and 81 closed out, a net change of +6 holders.
  • The largest DocuSign buyer in Q2 2019 was T. Rowe Price Associates, an estimated $323M added.
  • The largest DocuSign seller in Q2 2019 was Fidelity Investments, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2019.