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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
IAIM
676
International Assets Investment Management
Florida
$526K -$74K -257 -11%
CG
677
Caprock Group
Idaho
$517K +$39.2K +136 +7%
GWM
678
Geneos Wealth Management
Colorado
$515K -$31.7K -110 -5%
FG
679
Formula Growth
Quebec, Canada
$515K
TMAM
680
Tokio Marine Asset Management
Japan
$513K +$86.1K +299 +18%
MCM
681
Manchester Capital Management
Vermont
$502K +$149K +518 +36%
Fidelity International
682
Fidelity International
Bermuda
$496K +$555K +1,925 New
NFSG
683
Newbridge Financial Services Group
Florida
$488K +$18.2K +63 +3%
EW
684
Evoke Wealth
California
$488K +$49K +170 +10%
IA
685
Insight Advisors
Pennsylvania
$485K -$13.8K -48 -3%
QP
686
Quilter Plc
United Kingdom
$480K -$286K -992 -35%
JIC
687
Joel Isaacson & Co
New York
$470K
EFM
688
E Fund Management
China
$469K +$524K +1,820 New
CHP
689
Cable Hill Partners
Oregon
$467K
TPWA
690
TRUE Private Wealth Advisors
Oregon
$465K +$90.8K +315 +21%
BTWM
691
Baker Tilly Wealth Management
Wisconsin
$462K +$517K +1,795 New
PGWM
692
Parisi Gray Wealth Management
New Jersey
$454K -$288 -1 -0.1%
GAMC
693
Garner Asset Management Corp
Texas
$447K -$2.88K -10 -0.6%
FEM
694
Fulcrum Equity Management
Texas
$445K +$498K +1,727 New
TPA
695
Trivium Point Advisory
Connecticut
$444K +$43.2K +150 +10%
NP
696
NorthRock Partners
Minnesota
$443K +$4.32K +15 +0.9%
PCS
697
Personal CFO Solutions
New Jersey
$440K +$3.75K +13 +0.8%
FMLI
698
Fukoku Mutual Life Insurance
Japan
$438K +$230K +800 +89%
GAM
699
Griffin Asset Management
New York
$437K
FIA
700
Foundations Investment Advisors
Arizona
$437K +$97.1K +337 +25%

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.