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DOCU

DocuSign

1,037 hedge funds and large institutions have $39.1B invested in DocuSign in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 438 increasing their positions, 317 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 317

29% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 98

1% more funds holding

Funds holding: 1,0261,037 (+11)

0.86% more ownership

Funds ownership: 76.62%77.48% (+0.86%)

6% less capital invested

Capital invested by funds: $41.6B → $39.1B (-$2.43B)

24% less call options, than puts

Call options by funds: $2.75B | Put options by funds: $3.6B

32% less funds holding in top 10

Funds holding in top 10: 3423 (-11)

Holders
1,037
Holders Change
+11
Holders Change %
+1.07%
% of All Funds
18.15%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.4%
New
126
Increased
438
Reduced
317
Closed
98
Calls
$2.75B
Puts
$3.6B
Net Calls
-$850M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Aubrey Capital Management
United Kingdom
$8.34M -$634K -2,200 -6%
FCH
227
Freestone Capital Holdings
Washington
$8.29M +$473K +1,641 +5%
Truist Financial
228
Truist Financial
North Carolina
$8.28M +$1.37M +4,757 +17%
PPW
229
Parcion Private Wealth
Washington
$7.96M +$1.07M +3,713 +14%
Primecap Management
230
Primecap Management
California
$7.9M -$14.4K -50 -0.2%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$7.83M +$2.22M +7,690 +34%
UB
232
UMB Bank
Missouri
$7.82M -$3.42M -11,873 -28%
SWM
233
Selective Wealth Management
Virginia
$7.8M +$8.54M +29,647 +4,561%
PI
234
PineBridge Investments
New York
$7.45M -$348K -1,208 -4%
IMC Chicago
235
IMC Chicago
Illinois
$7.3M +$3.45M +11,981 +73%
II
236
Inspire Investing
Idaho
$7.21M +$6.82M +23,659 +546%
BMSSC
237
B. Metzler seel. Sohn & Co
Germany
$6.91M -$345K -1,199 -4%
BJL
238
Brighton Jones LLC
Washington
$6.87M -$1.16M -4,009 -13%
DnB Asset Management
239
DnB Asset Management
Norway
$6.77M +$343K +1,191 +5%
II
240
IFM Investors
Australia
$6.77M +$437K +1,518 +6%
PI
241
PFS Investments
Georgia
$6.77M +$2.38M +8,265 +50%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$6.75M +$281K +974 +4%
SCM
243
Sitrin Capital Management
California
$6.73M -$22.5K -78 -0.3%
FCI
244
Financial Counselors Inc
Kansas
$6.73M +$634K +2,200 +9%
Toronto Dominion Bank
245
Toronto Dominion Bank
Ontario, Canada
$6.68M +$79.2K +275 +1%
CI
246
Capital International
California
$6.65M +$1.82M +6,322 +32%
CWA
247
Canvas Wealth Advisors
Kansas
$6.61M +$528K +1,833 +8%
OSIA
248
O'Shares Investment Advisers
Massachusetts
$6.46M -$1.34M -4,656 -16%
BFIC
249
Bedell Frazier Investment Counselling
California
$6.45M +$84.4K +293 +1%
SG Americas Securities
250
SG Americas Securities
New York
$6.4M -$30.3M -105,154 -81%

DOCU Hedge Fund Activity: Q3 2021 in Review

1,037 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q3 2021, worth a combined $39.1B — down 5.9% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new DOCU positions and 98 closed out — a net gain of 28 holders — while 438 added to existing stakes and 317 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $290M. The largest seller was Vanguard Group, cutting an estimated $808M.

  • 1,037 institutional investors held DocuSign (DOCU) as of Q3 2021, up from 1,026 in Q2 2021.
  • Funds reported $39.1B of DocuSign stock for Q3 2021, down 5.9% quarter-over-quarter.
  • 126 funds opened new DocuSign positions in Q3 2021 and 98 closed out, a net change of +28 holders.
  • The largest DocuSign buyer in Q3 2021 was Renaissance Technologies, an estimated $290M added.
  • The largest DocuSign seller in Q3 2021 was Vanguard Group, an estimated $808M sold.

Based on aggregated 13F filings for Q3 2021.