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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
PWSG
351
Pacific Wealth Strategies Group
California
$2.27M +$1.04M +4,632 +100%
PAG
352
Private Advisor Group
New Jersey
$2.26M +$279K +1,244 +14%
GH
353
GAM Holding
Switzerland
$2.25M -$1.12K -5 -0%
AAS
354
Avantax Advisory Services
Texas
$2.23M -$850K -3,786 -27%
BBCM
355
Boardman Bay Capital Management
New York
$2.22M +$1.68M +7,500 +300%
OCM
356
Orion Capital Management
California
$2.2M +$2.29M +10,190 New
KAM
357
Karani Asset Management
New York
$2.13M +$863K +3,843 +67%
SFO
358
Stokes Family Office
Louisiana
$2.11M +$10.3K +46 +0.5%
TSS
359
Thomas Story & Son
Indiana
$2.09M
MA
360
Modus Advisors
Minnesota
$2.07M -$61.3K -273 -3%
AB
361
Amalgamated Bank
New York
$2.07M -$30.5K -136 -1%
AIM
362
Achmea Investment Management
Netherlands
$2.06M
SM
363
Sciencast Management
New Jersey
$2.05M +$2.03M +9,029 New
BAM
364
Belpointe Asset Management
Nevada
$2.05M -$666K -2,965 -24%
NA
365
NewEdge Advisors
Louisiana
$2.03M +$280K +1,247 +16%
CG
366
Cutler Group
California
$2.01M -$9.55M -42,520 -82%
KFBMI
367
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2M +$898K +4,000 +80%
VWA
368
V Wealth Advisors
Kansas
$1.99M +$339K +1,509 +20%
CA
369
Cetera Advisors
Colorado
$1.97M +$151K +674 +8%
1W
370
1776 Wealth
Georgia
$1.96M -$22.5K -100 -1%
CCP
371
Cunning Capital Partners
North Carolina
$1.96M +$1.98M +8,800 New
FCM
372
Fortis Capital Management
Washington
$1.94M +$1.96M +8,741 New
APA
373
American Portfolios Advisors
New York
$1.93M -$249K -1,107 -11%
IC
374
Intersect Capital
California
$1.9M -$172K -764 -8%
NEIRG
375
New England Investment & Retirement Group
Massachusetts
$1.9M +$379K +1,689 +25%

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.