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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
WCM
626
Washburn Capital Management
Florida
$654K -$57.6K -200 -7%
CGL
627
Clarius Group LLC
Washington
$653K +$116K +402 +19%
FAM
628
Fulcrum Asset Management
United Kingdom
$651K
QT
629
Quantamental Technologies
New York
$647K +$234K +811 +48%
BOC
630
Barbara Oil Co
Illinois
$645K
HSA
631
HBK Sorce Advisory
Pennsylvania
$644K +$56.2K +195 +8%
JWM
632
Jupiter Wealth Management
Colorado
$639K +$576K +2,000 +400%
SDH
633
Sloy Dahl & Holst
Washington
$638K -$864 -3 -0.1%
PG
634
Pendal Group
Australia
$637K +$1.73K +6 +0.2%
3F
635
360 Financial
Minnesota
$636K
MCC
636
Malaga Cove Capital
California
$631K +$7.2K +25 +1%
CB
637
CNB Bank
Pennsylvania
$610K +$15.6K +54 +2%
FFN
638
Focus Financial Network
Minnesota
$608K +$74K +257 +12%
TWM
639
Triton Wealth Management
Arizona
$604K -$27.4K -95 -4%
MA
640
Mutual Advisors
Nebraska
$603K -$223K -775 -25%
TC
641
TownSquare Capital
Utah
$603K +$286K +991 +73%
KIA
642
KCM Investment Advisors
California
$600K +$339K +1,175 +102%
OCAM
643
Onex Canada Asset Management
Ontario, Canada
$598K +$669K +2,322 New
PWA
644
Phoenix Wealth Advisors
North Carolina
$594K +$12.7K +44 +2%
GG
645
Golden Green
South Carolina
$590K -$142K -493 -18%
CL
646
CPWM LLC
Washington
$589K +$288 +1 +0%
CI Investments Inc
647
CI Investments Inc
Ontario, Canada
$588K +$659K +2,286 New
SG
648
Stonnington Group
California
$587K -$576K -1,999 -47%
LNC
649
Lincoln National Corp
Pennsylvania
$587K -$186K -644 -22%
PWM
650
Perigon Wealth Management
California
$585K +$127K +442 +24%

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.