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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
ACM
401
Aljian Capital Management
Nevada
$2.14M +$68K +236 +3%
IC
402
Intersect Capital
California
$2.13M +$29.1K +101 +1%
RA
403
Resolute Advisors
California
$2.11M
FHA
404
Flagship Harbor Advisors
Massachusetts
$2.07M
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$2.07M +$216K +751 +10%
CFGS
406
Concourse Financial Group Securities
Alabama
$2.06M +$58.2K +202 +3%
PGFC
407
Peapack-Gladstone Financial Corp
New Jersey
$2.04M +$2.29M +7,939 New
1W
408
1776 Wealth
Georgia
$2.03M -$53.3K -185 -2%
USCWA
409
U.S. Capital Wealth Advisors
Texas
$2.01M +$2.25M +7,794 New
GH
410
GAM Holding
Switzerland
$2M +$288 +1 +0%
Jane Street
411
Jane Street
New York
$1.99M -$134M -465,412 -98%
Cerity Partners
412
Cerity Partners
New York
$1.97M +$131K +456 +6%
LFAS
413
Level Four Advisory Services
Texas
$1.97M -$125K -435 -5%
Lido Advisors
414
Lido Advisors
California
$1.95M +$66K +229 +3%
GAG
415
GM Advisory Group
New York
$1.94M -$631K -2,189 -23%
GIA
416
Gladstone Institutional Advisory
Florida
$1.92M +$1.57M +5,461 +272%
IMRF
417
Illinois Municipal Retirement Fund
Illinois
$1.89M
Axa
418
Axa
France
$1.88M -$201K -698 -9%
XS
419
XR Securities
Illinois
$1.88M +$330K +1,147 +19%
KA
420
Kovack Advisors
Florida
$1.87M -$490K -1,702 -19%
EH
421
Equitable Holdings
New York
$1.83M +$475K +1,648 +30%
MYLI
422
Meiji Yasuda Life Insurance
Japan
$1.8M -$37.5K -130 -2%
CIC
423
Carnegie Investment Counsel
Ohio
$1.8M +$14.1K +49 +0.7%
BS
424
Boenning & Scattergood
Pennsylvania
$1.77M +$126K +438 +7%
Pacer Advisors
425
Pacer Advisors
Pennsylvania
$1.76M +$130K +451 +7%

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.