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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
MNBTD
251
Moody National Bank Trust Division
Texas
$6.3M -$2.59K -9 -0%
MIC
252
Meridian Investment Counsel
California
$6.25M
DADC
253
D.A. Davidson & Co
Montana
$6.2M -$345K -1,196 -5%
SAM
254
Stansberry Asset Management
Texas
$6.09M -$47.3K -164 -0.7%
Canada Pension Plan Investment Board
255
Canada Pension Plan Investment Board
Ontario, Canada
$6.09M +$5.72M +19,839 +521%
Russell Investments Group
256
Russell Investments Group
United Kingdom
$6.01M +$1.74M +6,030 +35%
US Bancorp
257
US Bancorp
Minnesota
$5.8M +$304K +1,054 +5%
FA
258
Faithward Advisors
Pennsylvania
$5.75M -$285K -988 -4%
ANI
259
American National Insurance
Texas
$5.62M
X
260
Xponance
Pennsylvania
$5.58M -$164K -568 -3%
DACS
261
Dymon Asia Capital (Singapore)
Singapore
$5.55M +$6.21M +21,547 New
AWM
262
Affinity Wealth Management
Delaware
$5.45M +$141K +488 +2%
AHC
263
Adell Harriman & Carpenter
Texas
$5.39M +$890K +3,090 +17%
Aberdeen Group
264
Aberdeen Group
United Kingdom
$5.29M +$1.1M +3,810 +23%
SMFG
265
Sumitomo Mitsui Financial Group
Japan
$5.26M +$2.76M +9,581 +88%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$5.19M -$56.2K -195 -1%
AC
267
Asio Capital
Kentucky
$5.18M +$109K +377 +2%
Credit Agricole
268
Credit Agricole
France
$5.14M +$1.13M +3,936 +25%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$5.12M -$1.43M -4,951 -20%
TC
270
Tairen Capital
Hong Kong
$5.08M +$4.87M +16,900 +596%
SIC
271
Sigma Investment Counselors
Michigan
$5M +$13.3K +46 +0.2%
ACM
272
Alcosta Capital Management
California
$4.98M +$37.2K +129 +0.7%
AWM
273
AE Wealth Management
Kansas
$4.91M +$445K +1,543 +9%
SIA
274
Sit Investment Associates
Minnesota
$4.9M +$562K +1,950 +11%
UCFA
275
United Capital Financial Advisors
Texas
$4.88M +$849K +2,948 +18%

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.