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DOCU

DocuSign

963 hedge funds and large institutions have $31.3B invested in DocuSign in 2020 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 403 increasing their positions, 252 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 92

60% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 252

13% more funds holding

Funds holding: 849963 (+114)

6% more capital invested

Capital invested by funds: $29.6B → $31.3B (+$1.69B)

0.65% more ownership

Funds ownership: 74.33%74.98% (+0.65%)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

20% less call options, than puts

Call options by funds: $1.89B | Put options by funds: $2.35B

Holders
963
Holders Change
+114
Holders Change %
+13.43%
% of All Funds
17.04%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
218
Increased
403
Reduced
252
Closed
92
Calls
$1.89B
Puts
$2.35B
Net Calls
-$466M
Net Calls Change
-$639M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
301
Sumitomo Mitsui Financial Group
Japan
$3.47M +$3.42M +15,206 New
SAM
302
Shell Asset Management
Netherlands
$3.46M +$790K +3,516 +29%
Vontobel Holding
303
Vontobel Holding
Switzerland
$3.43M +$3.09M +13,762 New
HAG
304
HighPoint Advisor Group
Illinois
$3.42M -$74.3K -331 -2%
DC
305
Davenport & Co
Virginia
$3.4M -$33.2K -148 -1%
TCM
306
Tributary Capital Management
Nebraska
$3.33M -$494K -2,200 -13%
DA
307
Duality Advisers
Florida
$3.29M +$3.33M +14,813 New
MWNA
308
Marshall Wace North America
New York
$3.26M +$333K +1,484 +11%
B
309
Bailard
California
$3.18M +$246K +1,095 +8%
BAAM
310
Baker Avenue Asset Management
California
$3.16M +$954K +4,248 +43%
VAS
311
Vestmark Advisory Solutions
Massachusetts
$3.13M +$236K +1,050 +8%
Prudential Financial
312
Prudential Financial
New Jersey
$3.12M +$375K +1,671 +14%
CC
313
Cipher Capital
New York
$3.12M +$1.96M +8,705 +164%
ACM
314
Advent Capital Management
New York
$3.11M +$3.14M +14,000 New
HIIFS
315
Harel Insurance Investments & Financial Services
Israel
$3.1M +$838K +3,732 +97%
MLICM
316
Metropolitan Life Insurance Company (MetLife)
New York
$3.01M -$59.5K -265 -2%
FCI
317
Financial Counselors Inc
Kansas
$3.01M +$437K +1,947 +17%
SCM
318
Shelton Capital Management
Colorado
$2.99M
SSI
319
Scott & Selber Inc
Texas
$2.98M -$126K -560 -4%
CS
320
Candriam SCA
Luxembourg
$2.98M +$466K +2,073 +18%
WG
321
Watchman Group
Texas
$2.92M -$60.6K -270 -2%
AAM
322
Azzad Asset Management
Virginia
$2.92M -$58.9K -262 -2%
MWM
323
Meridian Wealth Management
Kentucky
$2.92M -$239K -1,066 -8%
BNP Paribas Asset Management
324
BNP Paribas Asset Management
France
$2.91M -$728K -3,242 -20%
TPCW
325
TD Private Client Wealth
New York
$2.82M +$324K +1,444 +13%

DOCU Hedge Fund Activity: Q4 2020 in Review

963 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2020, worth a combined $31.3B — up 5.7% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new DOCU positions and 92 closed out — a net gain of 126 holders — while 403 added to existing stakes and 252 trimmed.

The largest buyer was Tiger Global Management, adding an estimated $331M. The largest seller was T. Rowe Price Associates, cutting an estimated $941M.

  • 963 institutional investors held DocuSign (DOCU) as of Q4 2020, up from 849 in Q3 2020.
  • Funds reported $31.3B of DocuSign stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 218 funds opened new DocuSign positions in Q4 2020 and 92 closed out, a net change of +126 holders.
  • The largest DocuSign buyer in Q4 2020 was Tiger Global Management, an estimated $331M added.
  • The largest DocuSign seller in Q4 2020 was T. Rowe Price Associates, an estimated $941M sold.

Based on aggregated 13F filings for Q4 2020.