We are live on ! Find out more
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
ZB
676
Zions Bancorporation
Utah
$362K +$248K +1,104 +210%
G
677
Gainplan
Michigan
$360K +$364K +1,620 New
PWS
678
Precision Wealth Strategies
Missouri
$360K +$364K +1,620 New
SVCP
679
Silicon Valley Capital Partners
California
$360K +$364K +1,621 New
Mercer Global Advisors
680
Mercer Global Advisors
Colorado
$358K +$28.8K +128 +9%
IP
681
Interval Partners
New York
$356K -$924K -4,112 -72%
PAM
682
Paradigm Asset Management
New York
$356K +$359K +1,600 New
STA
683
Summit Trail Advisors
New York
$355K -$84K -374 -19%
AWM
684
Atticus Wealth Management
Florida
$353K +$177K +790 +99%
NP
685
NorthRock Partners
Minnesota
$351K -$173K -771 -33%
AFP
686
Ausdal Financial Partners
Iowa
$351K +$90.5K +403 +34%
AWA
687
Arkadios Wealth Advisors
Georgia
$348K +$199K +884 +129%
MPPW
688
Mitchell & Pahl Private Wealth
Oklahoma
$347K +$351K +1,562 New
FNBOO
689
First National Bank of Omaha
Nebraska
$345K +$62.4K +278 +22%
CIS
690
Capital International Sarl
California
$338K +$341K +1,520 New
MCC
691
Money Concepts Capital
Florida
$338K +$341K +1,520 New
SC
692
Scholtz & Company
Connecticut
$335K +$21.6K +96 +7%
PP
693
Patron Partners
Texas
$335K +$339K +1,509 New
HCM
694
Harvey Capital Management
Florida
$333K -$16.8K -75 -5%
CL
695
CSS LLC
Illinois
$333K
BWM
696
BT Wealth Management
Georgia
$333K +$44.9K +200 +15%
HH
697
HWG Holdings
Texas
$330K +$334K +1,485 New
TC
698
TownSquare Capital
Utah
$329K +$48.1K +214 +17%
BAMF
699
BI Asset Management Fondsmaeglerselskab
Denmark
$323K -$1.23M -5,492 -79%
Carson Wealth (CWM LLC)
700
Carson Wealth (CWM LLC)
Nebraska
$319K

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.