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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
SC
426
Scotia Capital
Ontario, Canada
$1.74M -$250K -866 -11%
SI
427
Stephens Inc
Arkansas
$1.73M +$479K +1,661 +33%
AIM
428
Artemis Investment Management
United Kingdom
$1.7M +$367K +1,275 +24%
VAS
429
Vestmark Advisory Solutions
Massachusetts
$1.7M +$673K +2,335 +55%
CFM
430
Comprehensive Financial Management
California
$1.7M
BFEC
431
Benjamin F. Edwards & Company
Missouri
$1.69M +$864 +3 +0%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$1.67M +$173K +602 +10%
SA
433
Strategic Advisors
New York
$1.66M +$1.85M +6,433 New
ESCM
434
Echo Street Capital Management
New York
$1.63M +$1.82M +6,330 New
HCMT
435
Highland Capital Management (Tennessee)
Tennessee
$1.61M -$161K -560 -8%
SWP
436
Stratos Wealth Partners
Ohio
$1.6M -$51.3K -178 -3%
P8IP
437
Pier 88 Investment Partners
California
$1.6M -$1.99M -6,900 -53%
OQS
438
Occudo Quantitative Strategies
Florida
$1.58M +$101K +350 +6%
DAM
439
Doheny Asset Management
California
$1.58M -$576 -2 -0%
GAM
440
Gotham Asset Management
New York
$1.58M -$4.01M -13,927 -69%
PA
441
Paragon Advisors
Texas
$1.57M +$186K +646 +12%
VHAM
442
Van Hulzen Asset Management
California
$1.57M +$31.4K +109 +2%
HH
443
Hilltop Holdings
Texas
$1.56M +$87.3K +303 +5%
KeyBank National Association
444
KeyBank National Association
Ohio
$1.55M -$37.5K -130 -2%
PCR
445
Potrero Capital Research
California
$1.54M
KI
446
Kapitalo Investimentos
Brazil
$1.53M -$130K -450 -7%
WWM
447
WT Wealth Management
Arizona
$1.52M -$175K -607 -9%
QFA
448
Quattro Financial Advisors
Texas
$1.51M +$21.6K +75 +1%
AG
449
Algert Global
California
$1.51M +$1.69M +5,878 New
ACM
450
AlphaCrest Capital Management
New York
$1.51M +$1.69M +5,861 New

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.