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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
WAM
451
Wolverine Asset Management
Illinois
$1.48M +$413K +1,432 +33%
OAM
452
Oppenheimer Asset Management
New York
$1.48M +$495K +1,717 +43%
TVWM
453
Tower View Wealth Management
Wisconsin
$1.47M -$251K -871 -13%
SCM
454
Silvant Capital Management
Georgia
$1.46M -$323K -1,120 -16%
AIM
455
Aspen Investment Management
Michigan
$1.46M +$24.5K +85 +2%
PWM
456
Purus Wealth Management
California
$1.46M +$318K +1,103 +24%
MIP
457
Marietta Investment Partners
Wisconsin
$1.45M -$57.6K -200 -3%
PSUF
458
People's United Financial
Connecticut
$1.44M +$55K +191 +4%
CPC
459
Congress Park Capital
New York
$1.44M -$47.5K -165 -3%
BCV
460
Banque Cantonale Vaudoise
Switzerland
$1.44M +$156K +543 +11%
PFO
461
Pathstone Family Office
New Jersey
$1.43M +$20.5K +71 +1%
Manulife (Manufacturers Life Insurance)
462
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.43M -$34.3K -119 -2%
BM
463
Brandywine Managers
Delaware
$1.42M
PP
464
PDT Partners
New York
$1.42M +$1.14M +3,956 +256%
SWM
465
Segment Wealth Management
Texas
$1.41M
EDRH
466
Edmond de Rothschild Holding
Switzerland
$1.4M -$15.3K -53 -1%
IRF
467
IBM Retirement Fund
New York
$1.39M +$4.9K +17 +0.3%
CTC
468
Central Trust Company
Missouri
$1.38M
BRWM
469
B. Riley Wealth Management
Tennessee
$1.38M +$1.54M +5,358 New
SWM
470
SeaCrest Wealth Management
New York
$1.37M +$226K +784 +17%
Acadian Asset Management
471
Acadian Asset Management
Massachusetts
$1.37M -$1.18M -4,110 -44%
AFC
472
AFT Forsyth & Company
Florida
$1.36M +$225K +780 +17%
BB
473
Busey Bank
Illinois
$1.36M +$63.4K +220 +4%
PCIA
474
Prime Capital Investment Advisors
Kansas
$1.34M +$1.5M +5,222 New
TFS
475
Thoroughbred Financial Services
Tennessee
$1.34M +$56.8K +197 +4%

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.