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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
ARG
651
Advisory Resource Group
Oklahoma
$583K +$653K +2,265 New
RCAG
652
Rehmann Capital Advisory Group
Michigan
$581K -$589K -2,043 -48%
TP
653
Truvvo Partners
New York
$577K
EWM
654
Empirical Wealth Management
Washington
$577K +$116K +403 +22%
BMWM
655
Brown Miller Wealth Management
Virginia
$574K +$9.22K +32 +1%
BFM
656
Boothbay Fund Management
New York
$570K +$638K +2,215 New
TIS
657
Tortoise Index Solutions
Kansas
$568K -$106K -368 -14%
CCWA
658
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$568K -$11.8K -41 -2%
RIA
659
Realta Investment Advisors
Delaware
$567K -$452K -1,570 -42%
HCA
660
Harbour Capital Advisors
Virginia
$561K
OWA
661
Octavia Wealth Advisors
Ohio
$556K -$161K -560 -21%
F
662
F3Logic
Minnesota
$551K
WTC
663
WhitTier Trust Company
Nevada
$549K +$9.8K +34 +2%
TVAMP
664
Tennessee Valley Asset Management Partners
Tennessee
$549K +$614K +2,131 New
TC
665
Truvestments Capital
Florida
$548K +$13.3K +46 +2%
TFS
666
TrustCore Financial Services
Tennessee
$544K +$66K +229 +12%
Brown Advisory
667
Brown Advisory
Maryland
$542K -$201K -696 -25%
BFS
668
Bard Financial Services
Connecticut
$541K -$43.2K -150 -7%
KAS
669
Kemnay Advisory Services
New York
$539K +$604K +2,095 New
AWS
670
AJ Wealth Strategies
New York
$536K
SCM
671
Southport Capital Management
Tennessee
$536K +$81.8K +284 +16%
CAAS
672
Capital Asset Advisory Services
Michigan
$532K +$14.4K +50 +2%
FA
673
FDx Advisors
Illinois
$532K +$194K +675 +48%
CPC
674
Cookson Peirce & Co
Pennsylvania
$529K +$119K +414 +25%
AC
675
AWM Capital
Arizona
$528K +$576K +2,000 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.