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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
AAM
751
Aureus Asset Management
Massachusetts
$259K
SFP
752
Sandbox Financial Partners
Maryland
$258K +$261K +1,160 New
MLFP
753
MPS Loria Financial Planners
Illinois
$256K
BFWA
754
Benchmark Financial Wealth Advisors
Florida
$256K +$38.4K +171 +17%
PCM
755
Palisade Capital Management
New Jersey
$256K +$258K +1,150 New
QSS
756
Quantitative Systematic Strategies
Florida
$253K +$256K +1,139 New
CAIMH
757
Central Asset Investments & Management Holdings
Hong Kong
$251K -$360K -1,601 -59%
GT
758
Glenmede Trust
Pennsylvania
$247K +$29.9K +133 +14%
HIC
759
Holderness Investments Company
North Carolina
$247K +$250K +1,111 New
RE
760
RBC Europe
United Kingdom
$247K +$81.3K +362 +48%
WF
761
WoodTrust Financial
Wisconsin
$244K +$2.47K +11 +1%
PCM
762
Prelude Capital Management
New York
$244K +$213K +947 +631%
PWMG
763
Prestige Wealth Management Group
New Jersey
$241K +$26.5K +118 +12%
FRA
764
Frank Rimerman Advisors
California
$240K +$243K +1,080 New
GAM
765
Gotham Asset Management
New York
$237K -$7.41K -33 -3%
RIA
766
Regal Investment Advisors
Michigan
$237K +$239K +1,065 New
PWM
767
Perigon Wealth Management
California
$236K -$106K -474 -31%
ACI
768
Alpha Cubed Investments
California
$234K +$6.07K +27 +3%
RA
769
RFG Advisory
Alabama
$233K -$42.2K -188 -17%
PMFA
770
Plante Moran Financial Advisors
Michigan
$231K +$101K +450 +76%
DWM
771
Dakota Wealth Management
Florida
$230K +$232K +1,033 New
NW
772
NewEdge Wealth
Pennsylvania
$230K +$233K +1,036 New
First Manhattan
773
First Manhattan
New York
$227K
QI
774
QS Investors
New York
$227K +$230K +1,022 New
CG
775
Clarus Group
Texas
$226K +$193K +857 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.