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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
CWM
601
Cornerstone Wealth Management
Missouri
$714K +$391K +1,358 +96%
RHBC
602
R.H. Bluestein & Co
Michigan
$708K -$295K -1,025 -27%
DBT
603
Dubuque Bank & Trust
Iowa
$702K -$228K -790 -22%
WAM
604
World Asset Management
Michigan
$701K -$83.8K -291 -10%
B
605
Bailard
California
$699K +$25.9K +90 +3%
B
606
Barings
North Carolina
$699K +$783K +2,717 New
Citadel Advisors
607
Citadel Advisors
Florida
$695K -$41.6M -144,470 -98%
LS
608
Livforsakringsbolaget Skandia
Sweden
$695K -$173K -600 -18%
CAG
609
Crestwood Advisors Group
Massachusetts
$691K
ETC
610
Exchange Traded Concepts
Oklahoma
$689K -$748K -2,597 -49%
CT
611
Chicago Trust
Illinois
$686K +$109K +380 +17%
AHB
612
Abner Herrman & Brock
New Jersey
$682K +$764K +2,650 New
ANRIA
613
American National Registered Investment Advisor
Texas
$680K -$2.59K -9 -0.3%
FPGK
614
Financial Partners Group (Kansas)
Kansas
$680K +$761K +2,640 New
MAFM
615
Mid Atlantic Financial Management
Pennsylvania
$678K +$123K +426 +19%
MPM
616
Meritage Portfolio Management
Kansas
$676K
NB
617
Norinchukin Bank
Japan
$676K +$113K +391 +17%
HIIFS
618
Harel Insurance Investments & Financial Services
Israel
$674K -$8.36K -29 -1%
GEA
619
Glen Eagle Advisors
New Jersey
$670K +$53.6K +186 +8%
CAM
620
Columbia Asset Management
Michigan
$670K -$63.4K -220 -8%
WCA
621
Westover Capital Advisors
Delaware
$670K -$43.8K -152 -6%
NL
622
NWAM LLC
Washington
$669K -$7.78K -27 -1%
CIS
623
Capital International Sarl
California
$666K +$144K +499 +24%
Nomura Holdings
624
Nomura Holdings
Japan
$660K -$11.5M -39,877 -94%
AC
625
Avestar Capital
New York
$656K +$54.7K +190 +8%

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.