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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
AC
576
Allstate Corporation
Illinois
$812K -$58.5K -203 -6%
SCA
577
Snowden Capital Advisors
New York
$809K +$286K +993 +46%
WMP
578
Wealth Management Partners
Arizona
$806K -$64.8K -225 -7%
CIM
579
Chapman Investment Management
California
$790K +$442K +1,535 +100%
IWC
580
Integrated Wealth Concepts
Massachusetts
$777K +$870K +3,019 New
CAM
581
Cubic Asset Management
Massachusetts
$772K
SMH
582
Sanders Morris Harris
Texas
$770K
9WM
583
9258 Wealth Management
Ohio
$770K +$104K +361 +14%
GKWIM
584
Gerber Kawasaki Wealth & Investment Management
California
$768K +$53K +184 +7%
GTAM
585
Global Trust Asset Management
Florida
$768K +$570K +1,979 +197%
AP
586
Adero Partners
California
$767K +$8.36K +29 +1%
BAM
587
Belpointe Asset Management
Nevada
$763K -$1.22M -4,234 -59%
WF
588
WoodTrust Financial
Wisconsin
$759K +$442K +1,535 +109%
Mercer Global Advisors
589
Mercer Global Advisors
Colorado
$751K +$241K +836 +40%
CF
590
Centaurus Financial
California
$748K -$1.73K -6 -0.2%
PAG
591
Private Advisory Group
Washington
$739K +$827K +2,871 New
S
592
SignatureFD
Georgia
$738K +$8.64K +30 +1%
AIM
593
Aigen Investment Management
New York
$732K -$4.38M -15,203 -84%
WMA
594
Wealth Management Associates
New Jersey
$729K +$9.51K +33 +1%
SP
595
Symmetry Partners
Connecticut
$727K
AIS
596
AM Investment Strategies
Tennessee
$724K +$25.4K +88 +3%
BCM
597
Bayesian Capital Management
New York
$721K +$807K +2,800 New
PDN
598
Pensionfund DSM Netherlands
Netherlands
$721K +$807K +2,800 New
FT
599
Fiduciary Trust
Massachusetts
$716K +$219K +760 +38%
LCS
600
Levin Capital Strategies
New York
$716K +$802K +2,782 New

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.