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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
MSRPS
576
Maryland State Retirement & Pension System
Maryland
$665K +$646K +2,876 New
RA
577
Riversedge Advisors
Delaware
$656K +$10.6K +47 +2%
JAWM
578
J. Arnold Wealth Management
Ohio
$656K +$662K +2,949 New
SFA
579
Souders Financial Advisors
Ohio
$654K +$37.5K +167 +6%
AA
580
Altman Advisors
Illinois
$644K +$13.5K +60 +2%
CAM
581
Cresset Asset Management
Illinois
$637K -$65.8K -293 -9%
OPW
582
Oxler Private Wealth
New York
$632K +$639K +2,844 New
EIM
583
Essex Investment Management
Massachusetts
$631K -$194K -862 -23%
DCM
584
Driehaus Capital Management
Illinois
$628K -$2.62M -11,646 -80%
GKWIM
585
Gerber Kawasaki Wealth & Investment Management
California
$628K +$113K +505 +22%
ACM
586
AlphaCrest Capital Management
New York
$622K +$247K +1,100 +65%
AIM
587
Aigen Investment Management
New York
$621K -$1.64M -7,287 -72%
SCA
588
Spearhead Capital Advisors
Florida
$618K +$7.86K +35 +1%
KLCM
589
KG&L Capital Management
Louisiana
$617K +$624K +2,778 New
ACM
590
Alpha Capital Management
Texas
$614K +$127K +565 +26%
IFG
591
Independent Financial Group
California
$606K +$116K +517 +23%
JIC
592
Joel Isaacson & Co
New York
$600K +$22.5K +100 +4%
LS
593
Livforsakringsbolaget Skandia
Sweden
$600K +$202K +900 +50%
SI
594
Stephens Inc
Arkansas
$595K +$26.7K +119 +5%
S
595
SignatureFD
Georgia
$586K +$118K +524 +25%
MPM
596
Meritage Portfolio Management
Kansas
$584K +$44.9K +200 +8%
Brown Advisory
597
Brown Advisory
Maryland
$584K +$341K +1,518 +137%
AHB
598
Abner Herrman & Brock
New Jersey
$584K +$590K +2,625 New
3F
599
360 Financial
Minnesota
$576K +$274K +1,220 +89%
BMSSC
600
B. Metzler seel. Sohn & Co
Germany
$574K +$571K +2,543 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.