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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
FA
426
FDx Advisors
Illinois
$1.45M +$880K +3,919 +151%
FAM
427
Fulcrum Asset Management
United Kingdom
$1.44M
CAPTRUST Financial Advisors
428
CAPTRUST Financial Advisors
North Carolina
$1.43M +$519K +2,309 +56%
MIP
429
Marietta Investment Partners
Wisconsin
$1.42M -$6.74K -30 -0.5%
PNC Financial Services Group
430
PNC Financial Services Group
Pennsylvania
$1.41M +$55.5K +247 +4%
RIA
431
Realta Investment Advisors
Delaware
$1.41M +$141K +627 +11%
PA
432
Paragon Advisors
Texas
$1.41M -$199K -888 -12%
IWM
433
IHT Wealth Management
Illinois
$1.39M +$123K +546 +10%
TVWM
434
Tower View Wealth Management
Wisconsin
$1.38M +$24K +107 +2%
BCV
435
Banque Cantonale Vaudoise
Switzerland
$1.37M +$33.2K +148 +2%
Cerity Partners
436
Cerity Partners
New York
$1.37M +$44.9K +200 +3%
AI
437
Atria Investments
North Carolina
$1.36M +$271K +1,208 +25%
CCG
438
Cloverfields Capital Group
Minnesota
$1.36M +$1.37M +6,109 New
PRC
439
Pearl River Capital
Michigan
$1.35M +$1.36M +6,069 New
CI
440
Cavalier Investments
Georgia
$1.35M +$341K +1,516 +33%
PCR
441
Potrero Capital Research
California
$1.33M
WWM
442
WT Wealth Management
Arizona
$1.32M +$389K +1,734 +41%
AW
443
ACG Wealth
Georgia
$1.3M -$20.2K -90 -2%
UCFA
444
United Capital Financial Advisors
Texas
$1.29M +$131K +581 +11%
RA
445
Rational Advisors
New York
$1.29M -$1.15M -5,107 -47%
CPC
446
Congress Park Capital
New York
$1.28M +$1.29M +5,738 New
CIC
447
Carnegie Investment Counsel
Ohio
$1.25M -$1.12K -5 -0.1%
KeyBank National Association
448
KeyBank National Association
Ohio
$1.25M +$87.4K +389 +7%
AIM
449
Aspen Investment Management
Michigan
$1.25M -$317K -1,410 -20%
TM
450
Tiger Management
New York
$1.25M +$1.26M +5,600 New

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.