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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
MFAM
476
Motley Fool Asset Management
Virginia
$1.06M +$200K +891 +23%
ORI
477
Oak Ridge Investments
Illinois
$1.06M -$29.2K -130 -3%
LA
478
Legacy Advisors
Pennsylvania
$1.06M
SWM
479
SeaCrest Wealth Management
New York
$1.05M -$7.19K -32 -0.7%
BC
480
Bridgefront Capital
Texas
$1.05M +$1.06M +4,741 New
CAN
481
Claraphi Advisory Network
United States
$1.04M +$603K +2,685 +134%
TGAM
482
TBH Global Asset Management
Tennessee
$1.04M +$33.7K +150 +3%
MF
483
Manchester Financial
California
$1.04M -$3.82K -17 -0.4%
PIA
484
Perennial Investment Advisors
California
$1.04M +$148K +657 +16%
ACP
485
Aviance Capital Partners
Florida
$1.03M +$1.04M +4,630 New
CB
486
Commerce Bank
Missouri
$1.02M -$108K -482 -9%
LCM
487
Landscape Capital Management
New Jersey
$1.02M -$268K -1,192 -21%
Nisa Investment Advisors
488
Nisa Investment Advisors
Missouri
$1.02M +$112K +500 +12%
TCM
489
Twin Capital Management
Pennsylvania
$1.02M +$1.03M +4,597 New
VFA
490
Voya Financial Advisors
Connecticut
$1M -$6.29K -28 -0.6%
CCM
491
Conway Capital Management
California
$1M +$1.01M +4,514 New
9WM
492
9258 Wealth Management
Ohio
$998K -$12.8K -57 -1%
RIM
493
Redpoint Investment Management
Australia
$997K
CRC
494
Curi RMB Capital
Illinois
$982K +$397K +1,769 +67%
PA
495
PSI Advisors
Florida
$980K -$290K -1,290 -23%
PG
496
Pendal Group
Australia
$976K -$207K -922 -17%
FNBT
497
FineMark National Bank & Trust
Florida
$974K -$282K -1,255 -22%
IF
498
IRON Financial
Illinois
$973K -$117K -520 -11%
OQS
499
Occudo Quantitative Strategies
Florida
$964K +$974K +4,338 New
Marshall Wace
500
Marshall Wace
United Kingdom
$958K +$968K +4,311 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.