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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
SSIM
501
Sheets Smith Investment Management
Texas
$956K +$966K +4,301 New
MIC
502
Means Investment Company
Maine
$940K +$75.7K +337 +10%
PWM
503
Purus Wealth Management
California
$939K +$948K +4,222 New
HPWA
504
Hall Private Wealth Advisors
North Carolina
$935K +$945K +4,205 New
CIM
505
Coastal Investment Management
California
$934K +$943K +4,200 New
SLI
506
Sumitomo Life Insurance
Japan
$932K +$941K +4,191 New
FFA
507
First Foundation Advisors
California
$927K +$252K +1,123 +37%
CAN
508
Cetera Advisor Networks
California
$921K -$50.8K -226 -5%
AIL
509
AGF Investments LLC
Ontario, Canada
$908K -$639K -2,845 -41%
KPWS
510
Kestra Private Wealth Services
Texas
$906K +$56.2K +250 +7%
WCA
511
Westover Capital Advisors
Delaware
$904K -$15.7K -70 -2%
ED
512
Exane Derivatives
France
$901K -$40.9K -182 -4%
IWA
513
IVC Wealth Advisors
Pennsylvania
$899K +$909K +4,045 New
SFG
514
Sovereign Financial Group
Connecticut
$898K +$907K +4,038 New
EP
515
Eudaimonia Partners
Tennessee
$895K +$39.3K +175 +5%
FDCDDQ
516
Federation des caisses Desjardins du Quebec
Quebec, Canada
$892K +$281K +1,252 +45%
CAAS
517
Capital Asset Advisory Services
Michigan
$891K +$173K +770 +24%
LAI
518
Legal Advantage Investments
California
$889K +$898K +4,000 New
DBT
519
Dubuque Bank & Trust
Iowa
$876K -$270K -1,200 -23%
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$867K +$478K +2,127 +120%
AWP
521
Ascent Wealth Partners
New York
$866K +$875K +3,894 New
MWM
522
Minot Wealth Management
Massachusetts
$861K +$578K +2,575 +198%
TWM
523
Titus Wealth Management
California
$855K -$49.4K -220 -5%
AIP
524
Ameritas Investment Partners
Nebraska
$855K +$66.7K +297 +8%
NFG
525
Next Financial Group
Texas
$853K -$566K -2,519 -40%

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.