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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
WA
651
Wealth Alliance
New York
$433K +$44.9K +200 +11%
NFSG
652
Newbridge Financial Services Group
Florida
$432K +$359K +1,599 +466%
WJWM
653
Williams Jones Wealth Management
New York
$425K +$19.1K +85 +5%
TRCT
654
Tower Research Capital (TRC)
New York
$424K -$1.77M -7,891 -81%
OIA
655
OneDigital Investment Advisors
Kansas
$422K
CIAS
656
Capital Investment Advisory Services
North Carolina
$422K +$218K +970 +105%
GCP
657
GSA Capital Partners
United Kingdom
$422K +$426K +1,898 New
TFS
658
TrustCore Financial Services
Tennessee
$419K -$112K -500 -21%
GAMC
659
Garner Asset Management Corp
Texas
$417K
IWA
660
Intercontinental Wealth Advisors
Texas
$417K +$22.9K +102 +6%
TC
661
Truvestments Capital
Florida
$416K +$38.6K +172 +10%
JIP
662
Jaffetilchin Investment Partners
Florida
$406K +$410K +1,825 New
PGWM
663
Parisi Gray Wealth Management
New Jersey
$403K +$119K +529 +41%
HI
664
Hudock Inc
Pennsylvania
$389K -$29.6K -132 -7%
EW
665
Evoke Wealth
California
$384K
TIS
666
Tortoise Index Solutions
Kansas
$381K +$44.3K +197 +13%
NAMP
667
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$378K
ESCM
668
Echo Street Capital Management
New York
$377K +$381K +1,698 New
JWM
669
Jupiter Wealth Management
Colorado
$376K
TFA
670
Toth Financial Advisory
Virginia
$376K +$352K +1,565 +1,252%
WMA
671
Wealth Management Associates
New Jersey
$375K -$5.62K -25 -1%
CI
672
Cigna Investments
Connecticut
$373K -$21.6K -96 -5%
DT
673
Diversified Trust
Tennessee
$373K +$1.35K +6 +0.4%
HMS
674
Hanseatic Management Services
New Mexico
$371K +$15.3K +68 +4%
QC
675
QCM Cayman
Texas
$369K +$373K +1,661 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.