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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
CFG
551
Cooper Financial Group
California
$742K +$750K +3,339 New
AMCA
552
Arthur M. Cohen & Associates
Illinois
$737K +$68.5K +305 +10%
GG
553
Golden Green
South Carolina
$736K +$743K +3,309 New
BDF
554
Balasa Dinverno & Foltz
$735K -$191K -850 -20%
WAM
555
World Asset Management
Michigan
$734K +$21.6K +96 +3%
CC
556
Centiva Capital
New York
$733K +$741K +3,297 New
VC
557
Veracity Capital
Georgia
$730K +$262K +1,166 +55%
WMP
558
Wealth Management Partners
Arizona
$721K +$689K +3,068 New
LFGH
559
Lee Financial Group Hawaii
Hawaii
$719K -$21.8K -97 -3%
BCA
560
Berman Capital Advisors
Georgia
$719K +$150K +666 +26%
GIA
561
Gladstone Institutional Advisory
Florida
$718K +$20.7K +92 +3%
BFM
562
Boothbay Fund Management
New York
$716K +$303K +1,348 +72%
VFA
563
Valeo Financial Advisors
Indiana
$705K -$110K -489 -13%
RJT
564
Raymond James Trust
Florida
$703K -$124K -552 -15%
CAGAS
565
Capital Advisory Group Advisory Services
Minnesota
$694K -$50.1K -223 -7%
AC
566
Abbrea Capital
California
$690K
P8IP
567
Pier 88 Investment Partners
California
$688K -$107K -475 -13%
DAS
568
Dynamic Advisor Solutions
Arizona
$688K +$68.3K +304 +11%
FC
569
Ferris Capital
Massachusetts
$688K +$695K +3,096 New
LNC
570
Lincoln National Corp
Pennsylvania
$686K +$192K +853 +38%
LA
571
LVW Advisors
New York
$681K +$21.3K +95 +3%
AII
572
AGF Investments Inc
Ontario, Canada
$677K -$21.4M -95,388 -97%
YIH
573
Y-Intercept (HK)
Hong Kong
$674K +$670K +2,982 New
SP
574
Symmetry Partners
Connecticut
$666K
LPARFS
575
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$666K +$674K +3,000 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.