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DOCU

DocuSign

705 hedge funds and large institutions have $9.7B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 200 increasing their positions, 270 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

62% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 91

52% more capital invested

Capital invested by funds: $6.37B → $9.7B (+$3.33B)

19% more call options, than puts

Call options by funds: $937M | Put options by funds: $789M

6% more funds holding

Funds holding: 662705 (+43)

5.91% more ownership

Funds ownership: 74.12%80.04% (+5.9%)

26% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 270

Holders
705
Holders Change
+43
Holders Change %
+6.5%
% of All Funds
10.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
147
Increased
200
Reduced
270
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
226
INTECH Investment Management
Florida
$1.93M +$366K +7,971 +33%
DekaBank Deutsche Girozentrale
227
DekaBank Deutsche Girozentrale
Germany
$1.92M -$445K -9,702 -23%
MIC
228
Meridian Investment Counsel
California
$1.9M -$10.9K -238 -0.7%
ASN
229
Advisory Services Network
Georgia
$1.89M -$855K -18,635 -37%
VanEck Associates
230
VanEck Associates
New York
$1.87M +$1.44M +31,479 New
FCM
231
Frontier Capital Management
Massachusetts
$1.86M +$1.14M +24,916 +392%
CGIM
232
Capital Group Investment Management
Singapore
$1.77M -$1.93M -42,002 -59%
PHK
233
Point72 Hong Kong
Hong Kong
$1.76M +$1.36M +29,604 New
RFM
234
Royal Fund Management
Florida
$1.74M -$344K -7,500 -20%
RGI
235
River Global Investors
United Kingdom
$1.72M -$16.2K -353 -1%
LSA
236
Leonteq Securities AG
Switzerland
$1.7M -$1.11M -24,184 -46%
DC
237
Destiny Capital
Colorado
$1.68M +$1.3M +28,243 New
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$1.67M -$55.9K -1,218 -4%
OC
239
Oppenheimer & Co
New York
$1.66M -$73K -1,592 -5%
Toronto Dominion Bank
240
Toronto Dominion Bank
Ontario, Canada
$1.63M -$559K -12,196 -31%
MAM
241
Meeder Asset Management
Ohio
$1.62M +$1.25M +27,221 New
Holocene Advisors
242
Holocene Advisors
New York
$1.62M +$1.25M +27,172 New
X
243
Xponance
Pennsylvania
$1.61M -$88.7K -1,935 -7%
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$1.58M -$482K -10,516 -28%
Wolverine Trading
245
Wolverine Trading
Illinois
$1.57M -$963K -21,005 -44%
PAG
246
Private Advisor Group
New Jersey
$1.55M +$469K +10,225 +64%
GCM
247
Graham Capital Management
Connecticut
$1.55M -$3.59M -78,254 -75%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$1.52M -$1.48M -32,278 -56%
CAN
249
Cetera Advisor Networks
California
$1.48M +$16.9K +368 +2%
TAM
250
Titleist Asset Management
Texas
$1.47M +$2.02K +44 +0.2%

DOCU Hedge Fund Activity: Q4 2023 in Review

705 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2023, worth a combined $9.7B — up 52% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new DOCU positions and 91 closed out — a net gain of 56 holders — while 200 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $287M. The largest seller was Liontrust Investment Partners, exiting entirely with an estimated $65M sold.

  • 705 institutional investors held DocuSign (DOCU) as of Q4 2023, up from 662 in Q3 2023.
  • Funds reported $9.7B of DocuSign stock for Q4 2023, up 52% quarter-over-quarter.
  • 147 funds opened new DocuSign positions in Q4 2023 and 91 closed out, a net change of +56 holders.
  • The largest DocuSign buyer in Q4 2023 was Morgan Stanley, an estimated $287M added.
  • The largest DocuSign seller in Q4 2023 was Liontrust Investment Partners, an estimated $65M sold.

Based on aggregated 13F filings for Q4 2023.