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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
FHB
726
First Hawaiian Bank
Hawaii
$286K -$12.4K -55 -4%
BCP
727
Berkeley Capital Partners
Georgia
$285K -$25.4K -113 -8%
Koshinski Asset Management
728
Koshinski Asset Management
Illinois
$285K +$449 +2 +0.2%
BCA
729
Bay Colony Advisors
Massachusetts
$283K +$20.7K +92 +8%
NB
730
Norinchukin Bank
Japan
$279K +$69.9K +311 +33%
CGH
731
Crossmark Global Holdings
Texas
$278K -$2.25K -10 -0.8%
BMWM
732
Brown Miller Wealth Management
Virginia
$277K +$279K +1,244 New
WA
733
WESPAC Advisors
California
$277K +$280K +1,247 New
TMAM
734
Tokio Marine Asset Management
Japan
$276K +$22.9K +102 +9%
OIM
735
Oder Investment Management
California
$276K +$279K +1,242 New
GTCM
736
Gyon Technologies Capital Management
New Jersey
$272K +$275K +1,224 New
CTA
737
Chesley Taft & Associates
Illinois
$270K -$1.52M -6,765 -85%
I
738
INVST
Indiana
$270K +$56.2K +250 +26%
IR
739
Invictus RG
Bermuda
$268K +$271K +1,206 New
AWA
740
Alta Wealth Advisors
Massachusetts
$268K +$271K +1,207 New
OPWM
741
Oxinas Partners Wealth Management
Indiana
$268K +$271K +1,207 New
MAWCM
742
Mine & Arao Wealth Creation & Management
California
$267K
BSW
743
Buckingham Strategic Wealth
Missouri
$265K +$6.07K +27 +2%
WWM
744
Western Wealth Management
Colorado
$265K +$26.7K +119 +11%
SCM
745
Southport Capital Management
Tennessee
$264K +$8.09K +36 +3%
PP
746
PDS Planning
Ohio
$263K +$5.17K +23 +2%
PFWA
747
Paces Ferry Wealth Advisors
Georgia
$263K +$24.7K +110 +10%
WA
748
Wealth Architects
California
$261K -$1.35K -6 -0.5%
SG
749
StoneX Group
New York
$261K +$31.9K +142 +14%
TCM
750
TimesSquare Capital Management
New York
$261K +$264K +1,175 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.