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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
GAM
451
Grandview Asset Management
Pennsylvania
$1.22M -$141K -626 -10%
SS
452
Simplicity Solutions
Minnesota
$1.2M +$138K +614 +13%
CTC
453
Central Trust Company
Missouri
$1.2M +$5.62K +25 +0.5%
EWA
454
EP Wealth Advisors
California
$1.2M +$1.8K +8 +0.1%
EH
455
Equitable Holdings
New York
$1.2M +$96.8K +431 +9%
Impax Asset Management Group
456
Impax Asset Management Group
United Kingdom
$1.18M +$137K +608 +13%
BM
457
Brandywine Managers
Delaware
$1.18M
SAM
458
Sompo Asset Management
Japan
$1.17M +$33.7K +150 +3%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$1.15M +$298K +1,327 +35%
BS
460
Boenning & Scattergood
Pennsylvania
$1.15M +$1.16M +5,174 New
EAM
461
Erste Asset Management
Austria
$1.14M
SGM
462
Skye Global Management
Florida
$1.13M +$1.15M +5,100 New
SWM
463
Segment Wealth Management
Texas
$1.12M +$21.3K +95 +2%
P
464
&Partners
Tennessee
$1.12M -$18.2K -81 -2%
EA
465
Emerald Advisers
Pennsylvania
$1.11M +$93.9K +418 +9%
BHB
466
Bank Hapoalim BM
Israel
$1.11M -$368K -1,640 -25%
PCM
467
Parsons Capital Management
Rhode Island
$1.1M -$16.8K -75 -1%
AAS
468
Annex Advisory Services
Wisconsin
$1.1M +$1.11M +4,935 New
CRWM
469
Castle Rock Wealth Management
California
$1.09M +$21.1K +94 +2%
IAIM
470
International Assets Investment Management
Florida
$1.08M -$151K -674 -12%
CL
471
CPWM LLC
Washington
$1.08M +$399K +1,778 +57%
EAM
472
Eventide Asset Management
Massachusetts
$1.07M +$425K +1,894 +65%
BIAS
473
Beacon Investment Advisory Services
New Jersey
$1.07M +$1.08M +4,819 New
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$259K -1,155 -19%
Axa
475
Axa
France
$1.07M +$95.7K +426 +10%

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.