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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
FIM
701
Freedom Investment Management
Connecticut
$436K -$9.51K -33 -2%
HI
702
Hudock Inc
Pennsylvania
$434K -$7.2K -25 -1%
JIP
703
Jaffetilchin Investment Partners
Florida
$433K -$12.4K -43 -2%
PFWA
704
Paces Ferry Wealth Advisors
Georgia
$432K
IA
705
IFP Advisors
Florida
$430K +$77.8K +270 +20%
PP
706
Patron Partners
Texas
$424K +$864 +3 +0.2%
SAM
707
Silvercrest Asset Management
New York
$424K +$474K +1,646 New
PPP
708
Private Portfolio Partners
New Jersey
$423K -$4.03K -14 -0.8%
EI
709
Ellevest Inc
New York
$421K +$16.7K +58 +4%
PCM
710
Prelude Capital Management
New York
$418K +$141K +489 +43%
DT
711
Diversified Trust
Tennessee
$415K +$51.6K +179 +12%
GW
712
GW & Wade
Massachusetts
$413K +$462K +1,603 New
CCIA
713
Cherry Creek Investment Advisors
Colorado
$409K -$38.9K -135 -8%
VCA
714
Verdence Capital Advisors
Maryland
$401K +$576 +2 +0.1%
MMA
715
Miracle Mile Advisors
California
$401K +$213K +740 +90%
PWS
716
Precision Wealth Strategies
Missouri
$400K -$14.7K -51 -3%
CFG
717
Citizens Financial Group
Rhode Island
$397K +$444K +1,542 New
Bank of Nova Scotia
718
Bank of Nova Scotia
Ontario, Canada
$396K +$444K +1,540 New
Verition Fund Management
719
Verition Fund Management
Connecticut
$395K +$442K +1,535 New
FCBT
720
First Citizens Bank & Trust
North Carolina
$394K +$441K +1,532 New
FBB
721
Fulton Breakefield Broenniman
Maryland
$393K +$440K +1,528 New
VFM
722
Vivid Financial Management
California
$390K -$197K -684 -31%
HCM
723
Harvey Capital Management
Florida
$390K +$4.32K +15 +1%
BCA
724
Bay Colony Advisors
Massachusetts
$387K +$88.7K +308 +26%
CL
725
CSS LLC
Illinois
$386K

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.