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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
PP
276
Prudential plc
United Kingdom
$4.83M +$1.05M +3,659 +24%
CAM
277
Covenant Asset Management
New Jersey
$4.82M -$17K -59 -0.3%
Creative Planning
278
Creative Planning
Kansas
$4.75M -$617K -2,143 -10%
FAIM
279
Financial Advocates Investment Management
Washington
$4.73M +$1.37M +4,762 +35%
DA
280
Duality Advisers
Florida
$4.71M +$3.77M +13,094 +252%
TI
281
Trexquant Investment
Connecticut
$4.68M +$5.23M +18,164 New
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$4.63M +$723K +2,509 +16%
MAM
283
Mark Asset Management
New York
$4.62M -$3.12M -10,819 -38%
PA
284
Parallel Advisors
California
$4.57M -$103K -357 -2%
ANBT
285
American National Bank & Trust
Texas
$4.55M -$171K -593 -3%
BAAM
286
Baker Avenue Asset Management
California
$4.52M +$68.3K +237 +1%
FWC
287
First Washington Corp
Washington
$4.48M -$1.37M -4,750 -21%
LG
288
LaFleur & Godfrey
Michigan
$4.48M
IA
289
IndexIQ Advisors
New York
$4.47M -$4.9K -17 -0.1%
SPIA
290
Steward Partners Investment Advisory
New York
$4.44M +$1.28M +4,443 +35%
AAM
291
Azzad Asset Management
Virginia
$4.42M -$23.3K -81 -0.5%
Wolverine Trading
292
Wolverine Trading
Illinois
$4.41M -$2.78M -9,641 -36%
BIAS
293
Beacon Investment Advisory Services
New Jersey
$4.41M -$290K -1,006 -6%
WAM
294
Weatherly Asset Management
California
$4.34M +$930K +3,227 +24%
BS
295
Banco Santander
Spain
$4.26M +$418K +1,452 +10%
MCM
296
Marsico Capital Management
Colorado
$4.25M -$2.28M -7,905 -32%
JAFL
297
Jay A. Fishman Ltd
Michigan
$4.17M +$1.24M +4,310 +36%
SCM
298
Shelton Capital Management
Colorado
$4.14M +$305K +1,057 +7%
SPC
299
Sigma Planning Corp
Michigan
$4.12M +$1.09M +3,773 +31%
AIG
300
American International Group
New York
$4.11M -$84.1K -292 -2%

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.