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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
FC
301
Financial Consulate
Maryland
$4.08M -$28.8K -100 -0.6%
HAG
302
HighPoint Advisor Group
Illinois
$4.04M -$105K -364 -2%
WS
303
Wedbush Securities
California
$4M +$159K +552 +4%
PFS
304
Prospera Financial Services
Texas
$3.99M -$407K -1,414 -8%
HIA
305
Harbor Investment Advisory
Maryland
$3.93M -$57.6K -200 -1%
EL
306
Essex LLC
Illinois
$3.93M +$4.4M +15,256 New
PL
307
Parkwood LLC
Ohio
$3.92M +$3.28M +11,374 +295%
PAG
308
Private Advisor Group
New Jersey
$3.9M +$1.45M +5,043 +50%
DC
309
Davenport & Co
Virginia
$3.87M -$166K -575 -4%
AP
310
Atlas Principals
North Carolina
$3.86M +$4.32M +15,000 New
WAM
311
Werlinich Asset Management
Connecticut
$3.81M -$25.9K -90 -0.6%
NEI
312
Northwest & Ethical Investments
Ontario, Canada
$3.78M +$202K +700 +5%
BRWA
313
B. Riley Wealth Advisors
Florida
$3.77M +$154K +534 +4%
AA
314
Altman Advisors
Illinois
$3.75M +$15K +52 +0.4%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$3.74M +$427K +1,482 +11%
OAM
316
Optimal Asset Management
California
$3.73M +$12.7K +44 +0.3%
MSRPS
317
Maryland State Retirement & Pension System
Maryland
$3.73M
BF
318
BOK Financial
Oklahoma
$3.63M +$4.07M +14,115 New
NLGIA
319
Nippon Life Global Investors Americas
New York
$3.62M -$331K -1,150 -8%
PHK
320
Point72 Hong Kong
Hong Kong
$3.62M +$2.17M +7,523 +115%
TAF
321
Tredje AP-fonden
Sweden
$3.6M +$4.03M +14,000 New
EMPI
322
Elo Mutual Pension Insurance
Finland
$3.49M +$141K +489 +4%
GWSG
323
GPS Wealth Strategies Group
Colorado
$3.47M +$202K +702 +5%
TCM
324
Tran Capital Management
California
$3.43M
VIA
325
Vident Investment Advisory
Georgia
$3.4M -$986K -3,422 -21%

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.