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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
EI
501
Ethic Inc
New York
$1.2M +$209K +724 +18%
CRWM
502
Castle Rock Wealth Management
California
$1.19M +$23.1K +80 +2%
IWM
503
IHT Wealth Management
Illinois
$1.19M -$34.3K -119 -3%
BCI
504
Brinker Capital Investments
Pennsylvania
$1.17M
SFI
505
SPC Financial Inc
Maryland
$1.16M +$191K +663 +17%
FC
506
FORA Capital
Florida
$1.15M +$1.29M +4,460 New
DF
507
Donoghue Forlines
Massachusetts
$1.13M -$147K -510 -10%
PAMP
508
Polar Asset Management Partners
Ontario, Canada
$1.12M +$1.25M +4,340 New
CCA
509
Checchi Capital Advisers
California
$1.11M -$562K -1,952 -31%
AT
510
Arden Trust
Delaware
$1.11M +$353K +1,225 +40%
FFA
511
First Foundation Advisors
California
$1.11M +$55.3K +192 +5%
MSE
512
MUFG Securities EMEA
United Kingdom
$1.1M -$2.8M -9,735 -69%
CCP
513
Corient Capital Partners
California
$1.1M +$17.3K +60 +1%
FNBT
514
FineMark National Bank & Trust
Florida
$1.1M +$5.19K +18 +0.4%
TI
515
Tidal Investments
Wisconsin
$1.1M +$151K +524 +14%
GAA
516
Green Alpha Advisors
Colorado
$1.09M +$11.2K +39 +0.9%
CCM
517
Conway Capital Management
California
$1.09M +$63.4K +220 +6%
CIM
518
Coastal Investment Management
California
$1.08M
AIP
519
Ameritas Investment Partners
Nebraska
$1.07M
MIM
520
Moseley Investment Management
Florida
$1.07M +$32K +111 +3%
VFA
521
Valeo Financial Advisors
Indiana
$1.07M +$95.1K +330 +9%
BCM
522
Bridgeway Capital Management
Texas
$1.05M
TWM
523
Titus Wealth Management
California
$1.05M +$59.4K +206 +5%
EP
524
Eudaimonia Partners
Tennessee
$1.04M +$38.6K +134 +3%
KCM
525
KLK Capital Management
California
$1.04M -$563K -1,954 -33%

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.