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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
IA
626
Insight Advisors
Pennsylvania
$492K +$498K +2,215 New
AS
627
Altshuler Shaham
Israel
$487K -$73.2K -326 -13%
RCAG
628
Rehmann Capital Advisory Group
Michigan
$487K -$16.4K -73 -6%
EI
629
Ethic Inc
New York
$483K +$190K +846 +64%
FFS
630
Founders Financial Securities
Maryland
$482K +$27.2K +121 +6%
MS
631
Maven Securities
Jersey
$479K +$173K +771 +57%
PWA
632
Phoenix Wealth Advisors
North Carolina
$476K +$481K +2,142 New
IIA
633
IPG Investment Advisors
California
$475K +$480K +2,135 New
HFM
634
Harvest Fund Management
China
$474K -$117K -519 -20%
SSWM
635
Sheets Smith Wealth Management
North Carolina
$468K -$4.04K -18 -0.8%
CF
636
Centaurus Financial
California
$466K -$245K -1,092 -34%
AWS
637
AJ Wealth Strategies
New York
$463K
MAFM
638
Mid Atlantic Financial Management
Pennsylvania
$462K -$11.7K -52 -2%
ST
639
Smithfield Trust
Pennsylvania
$458K +$1.12K +5 +0.2%
WAM
640
Wolverine Asset Management
Illinois
$455K -$4.76M -21,181 -91%
SCA
641
Snowden Capital Advisors
New York
$454K -$16.8K -75 -4%
OPS
642
Orion Portfolio Solutions
Nebraska
$454K +$41.6K +185 +10%
SFS
643
Sowell Financial Services
Arkansas
$453K -$192K -856 -30%
VFM
644
Vivid Financial Management
California
$453K -$50.8K -226 -10%
FT
645
Fiduciary Trust
Massachusetts
$449K +$162K +720 +55%
BW
646
Bison Wealth
Georgia
$448K +$453K +2,015 New
WEC
647
Winslow Evans & Crocker
Massachusetts
$447K -$305K -1,360 -40%
RFMS
648
RWQ Financial Management Services
Florida
$439K +$444K +1,975 New
OTPPB
649
Ontario Teachers' Pension Plan Board
Ontario, Canada
$437K +$441K +1,965 New
BFS
650
Bradley Foster & Sargent
Connecticut
$436K -$33.7K -150 -7%

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.