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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
WG
326
Watchman Group
Texas
$3.4M -$163K -565 -4%
MWM
327
Meridian Wealth Management
Kentucky
$3.38M +$71.5K +248 +2%
CAN
328
Cetera Advisor Networks
California
$3.37M -$72.9K -253 -2%
Marshall Wace
329
Marshall Wace
United Kingdom
$3.37M +$3.77M +13,074 New
CM
330
Capula Management
Cayman Islands
$3.34M +$3.47M +12,027 +1,285%
WMSA
331
Weiss Multi-Strategy Advisers
New York
$3.33M +$1.27M +4,414 +52%
ETCM
332
Evolutionary Tree Capital Management
Virginia
$3.32M +$432K +1,501 +13%
TCM
333
Tributary Capital Management
Nebraska
$3.29M -$57.6K -200 -2%
MLICM
334
Metropolitan Life Insurance Company (MetLife)
New York
$3.29M -$121K -420 -3%
KCM
335
Karp Capital Management
California
$3.25M +$3.64M +12,620 New
SAM
336
Shell Asset Management
Netherlands
$3.16M -$3.69M -12,799 -51%
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$3.12M -$38K -132 -1%
AAM
338
Advisors Asset Management
Colorado
$3.12M -$120K -417 -3%
BSI
339
Bennett Selby Investments
Maine
$3.1M +$4.9K +17 +0.1%
RCA
340
Resonant Capital Advisors
Wisconsin
$3.05M +$86.4K +300 +3%
CA
341
Cetera Advisors
Colorado
$3.02M +$220K +764 +7%
DILIC
342
Dai-ichi Life Insurance Company
Japan
$3.01M -$110K -382 -3%
BBVA
343
Banco Bilbao Vizcaya Argentaria
Spain
$3.01M +$119K +413 +4%
CCA
344
Catalyst Capital Advisors
New York
$2.98M +$424K +1,473 +15%
SWM
345
Spire Wealth Management
Virginia
$2.97M +$1.09M +3,773 +48%
LSA
346
Leonteq Securities AG
Switzerland
$2.94M +$1.43M +4,976 +77%
JSC
347
Jackson Square Capital
California
$2.9M -$954K -3,312 -23%
FFM
348
FengHe Fund Management
Singapore
$2.88M
AFAS
349
Acorn Financial Advisory Services
Virginia
$2.87M -$43.5K -151 -1%
AB
350
Amalgamated Bank
New York
$2.85M -$533K -1,851 -14%

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.