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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
SC
326
Saturna Capital
Washington
$2.78M
EMPI
327
Elo Mutual Pension Insurance
Finland
$2.75M +$2.78M +12,395 New
TFA
328
Teamwork Financial Advisors
Texas
$2.74M +$500K +2,227 +22%
IECM
329
Intrinsic Edge Capital Management
Illinois
$2.73M
WAM
330
Weatherly Asset Management
California
$2.72M +$25.8K +115 +0.9%
AHC
331
Adell Harriman & Carpenter
Texas
$2.69M +$1.46M +6,500 +116%
SA
332
SRN Advisors
Pennsylvania
$2.64M +$2.62M +11,665 New
UR
333
USCA RIA
Texas
$2.63M -$1.1M -4,905 -29%
KA
334
Kovack Advisors
Florida
$2.58M +$613K +2,731 +31%
VIA
335
Vident Investment Advisory
Georgia
$2.58M +$30.3K +135 +1%
LSA
336
Leonteq Securities AG
Switzerland
$2.54M +$2.56M +11,404 New
SPC
337
Sigma Planning Corp
Michigan
$2.52M +$927K +4,128 +57%
Cetera Investment Advisers
338
Cetera Investment Advisers
Illinois
$2.52M +$2.05M +9,133 +416%
RCA
339
Resonant Capital Advisors
Wisconsin
$2.51M -$60.2K -268 -2%
AFAS
340
Acorn Financial Advisory Services
Virginia
$2.47M +$207K +922 +9%
AAM
341
Advisors Asset Management
Colorado
$2.41M +$471K +2,097 +24%
GP
342
Geneva Partners
Wisconsin
$2.4M -$1.21M -5,390 -33%
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$2.4M +$319K +1,418 +15%
PSUF
344
People's United Financial
Connecticut
$2.39M +$194K +863 +9%
BSI
345
Bennett Selby Investments
Maine
$2.38M +$2.41M +10,723 New
EMG
346
ETF Managers Group
New Jersey
$2.37M +$1.93M +8,585 +448%
NIM
347
Northeast Investment Management
Massachusetts
$2.36M +$314K +1,399 +15%
OCM
348
Orser Capital Management
Texas
$2.35M +$213K +950 +10%
JAM
349
Jupiter Asset Management
United Kingdom
$2.31M +$1.7M +7,588 +269%
HLA
350
Hamilton Lane Advisors
Pennsylvania
$2.29M -$1.12M -5,000 -33%

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.