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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
AC
526
Allstate Corporation
Illinois
$850K +$128K +571 +18%
EWM
527
Elite Wealth Management
Washington
$848K -$239K -1,063 -22%
WI
528
Wintrust Investments
Illinois
$847K +$82.2K +366 +11%
MMPW
529
Mitchell McLeod Pugh & Williams
Alabama
$846K +$29.4K +131 +4%
SRAM
530
Spouting Rock Asset Management
Pennsylvania
$838K -$58.6K -261 -6%
SW
531
SteelPeak Wealth
California
$838K +$491K +2,185 +138%
SF
532
Symphony Financial
Texas
$833K +$28.3K +126 +3%
JSL
533
JT Stratford LLC
Georgia
$814K +$61.1K +272 +8%
RWA
534
Redhawk Wealth Advisors
Minnesota
$814K +$177K +786 +27%
PFS
535
Prospera Financial Services
Texas
$810K +$723K +3,219 +749%
NIM
536
NuWave Investment Management
New Jersey
$803K +$792K +3,528 +4,251%
ECM
537
Evergreen Capital Management
Washington
$802K -$449 -2 -0.1%
TVAMP
538
Tennessee Valley Asset Management Partners
Tennessee
$800K +$400K +1,782 +98%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
539
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$792K +$443K +1,972 +124%
CM
540
Castleark Management
Illinois
$789K
RCIM
541
Russell Clark Investment Management
United Kingdom
$778K
JWCA
542
J.W. Cole Advisors
Florida
$774K -$1.08M -4,787 -58%
CMI
543
Clare Market Investments
Texas
$770K -$77.5K -345 -9%
BA
544
Bristlecone Advisors
Washington
$768K +$237K +1,057 +44%
MA
545
Mutual Advisors
Nebraska
$765K +$86.5K +385 +13%
AFC
546
AFT Forsyth & Company
Florida
$765K +$773K +3,440 New
DF
547
Donoghue Forlines
Massachusetts
$761K +$769K +3,425 New
IAN
548
Integrated Advisors Network
Texas
$755K +$165K +734 +28%
RHBC
549
R.H. Bluestein & Co
Michigan
$744K +$35.9K +160 +5%
NL
550
NVWM LLC
Pennsylvania
$744K +$695K +3,093 +1,213%

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.