We are live on ! Find out more
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
VWM
351
Venturi Wealth Management
Texas
$2.83M +$3.17M +11,009 New
CLCM
352
Crawford Lake Capital Management
New Jersey
$2.82M +$3.15M +10,940 New
CRC
353
Curi RMB Capital
Illinois
$2.79M +$348K +1,209 +13%
TFA
354
Teamwork Financial Advisors
Texas
$2.78M +$120K +415 +4%
MCM
355
MAI Capital Management
Ohio
$2.76M -$963K -3,341 -24%
AAS
356
Avantax Advisory Services
Texas
$2.73M -$738K -2,562 -19%
CCG
357
Cloverfields Capital Group
Minnesota
$2.73M +$772K +2,680 +34%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$2.72M +$930K +3,229 +44%
AL
359
Aspiriant LLC
California
$2.71M
BIP
360
Bouvel Investment Partners
Pennsylvania
$2.7M -$70K -243 -2%
PWSG
361
Pacific Wealth Strategies Group
California
$2.67M +$25.4K +88 +0.9%
RWA
362
Roberts Wealth Advisors
California
$2.63M +$2.95M +10,237 New
CCMT
363
CMT Capital Markets Trading
Germany
$2.63M +$2.95M +10,256 New
NIM
364
Northeast Investment Management
Massachusetts
$2.63M +$157K +544 +6%
OCM
365
Orser Capital Management
Texas
$2.61M +$27.4K +95 +0.9%
EA
366
Emerald Advisers
Pennsylvania
$2.6M -$95.4K -331 -3%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$2.6M
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$2.54M -$149K -518 -5%
MA
369
Modus Advisors
Minnesota
$2.51M -$34.6K -120 -1%
MF
370
Magnetar Financial
Illinois
$2.5M +$2.8M +9,731 New
CI
371
Ceera Investments
Texas
$2.5M -$337K -1,169 -11%
BNP Paribas Asset Management
372
BNP Paribas Asset Management
France
$2.49M -$954K -3,310 -25%
Prudential Financial
373
Prudential Financial
New Jersey
$2.48M -$1.37M -4,756 -35%
VWA
374
V Wealth Advisors
Kansas
$2.47M -$141K -491 -5%
CAM
375
Cresset Asset Management
Illinois
$2.46M +$279K +968 +11%

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.