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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
SWP
376
Stratos Wealth Partners
Ohio
$1.89M +$438K +1,948 +30%
Comerica Bank
377
Comerica Bank
Texas
$1.89M -$70.1K -312 -4%
HH
378
Hilltop Holdings
Texas
$1.88M +$248K +1,102 +15%
CWG
379
Cornerstone Wealth Group
North Carolina
$1.84M +$1.86M +8,293 New
PC
380
Provenire Capital
Minnesota
$1.83M +$1.85M +8,248 New
PM
381
Parametrica Management
Hong Kong
$1.83M +$1.85M +8,235 New
FHA
382
Flagship Harbor Advisors
Massachusetts
$1.83M +$54.4K +242 +3%
PPSG
383
Princeton Portfolio Strategies Group
New Jersey
$1.83M
BB
384
Busey Bank
Illinois
$1.82M -$1.12K -5 -0.1%
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$1.82M -$33.5K -149 -2%
LFAS
386
Level Four Advisory Services
Texas
$1.81M +$176K +784 +11%
BRWA
387
B. Riley Wealth Advisors
Florida
$1.81M +$178K +791 +11%
BC
388
Breakline Capital
New York
$1.81M +$1.83M +8,138 New
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$1.8M +$1.82M +8,100 New
RA
390
Resolute Advisors
California
$1.8M +$1.82M +8,085 New
DADC
391
D.A. Davidson & Co
Montana
$1.79M +$483K +2,149 +36%
SPIA
392
Steward Partners Investment Advisory
New York
$1.79M +$158K +704 +10%
MYAM
393
Meiji Yasuda Asset Management
Japan
$1.78M +$1.29M +5,724 +248%
WS
394
Wedbush Securities
California
$1.74M +$139K +619 +9%
GWSG
395
GPS Wealth Strategies Group
Colorado
$1.74M +$315K +1,403 +22%
HCMT
396
Highland Capital Management (Tennessee)
Tennessee
$1.73M -$296K -1,318 -14%
Lido Advisors
397
Lido Advisors
California
$1.71M -$455K -2,024 -21%
WCM
398
Washburn Capital Management
Florida
$1.71M +$53.2K +237 +3%
EF
399
Empowered Funds
Pennsylvania
$1.7M +$211K +940 +14%
Pacer Advisors
400
Pacer Advisors
Pennsylvania
$1.7M -$1.49M -6,633 -46%

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.