We are live on ! Find out more
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
Koshinski Asset Management
751
Koshinski Asset Management
Illinois
$337K +$128K +443 +51%
GG
752
Gleason Group
Kentucky
$336K -$288 -1 -0.1%
CMTU
753
Capital Markets Trading (UK)
United Kingdom
$336K +$377K +1,310 New
Bank Julius Baer & Co
754
Bank Julius Baer & Co
Switzerland
$335K -$21M -72,815 -98%
ACM
755
Azimuth Capital Management
Michigan
$335K -$28.8K -100 -7%
BCA
756
Biltmore Capital Advisors
New Jersey
$335K +$144K +500 +63%
CCIA
757
Campbell & Co Investment Adviser
Maryland
$335K +$375K +1,300 New
PAM
758
Paradigm Asset Management
New York
$335K -$28.8K -100 -7%
FAM
759
Formidable Asset Management
Ohio
$331K -$68.3K -237 -16%
IWP
760
Icon Wealth Partners
Texas
$331K +$120K +418 +48%
HIC
761
Holderness Investments Company
North Carolina
$327K +$4.32K +15 +1%
CGH
762
Crossmark Global Holdings
Texas
$327K +$25.9K +90 +8%
BDF
763
Balasa Dinverno & Foltz
$324K -$5.47K -19 -1%
WA
764
Wealth Architects
California
$323K +$17.9K +62 +5%
OIA
765
OneDigital Investment Advisors
Kansas
$322K -$72K -250 -17%
DWT
766
Dorsey & Whitney Trust
South Dakota
$320K -$63.1K -219 -15%
PA
767
PSI Advisors
Florida
$319K +$17.3K +60 +5%
BFS
768
Bradley Foster & Sargent
Connecticut
$315K -$20.2K -70 -5%
MCP
769
Mirador Capital Partners
California
$314K -$15.6K -54 -4%
WKWM
770
Walter & Keenan Wealth Management
Indiana
$314K +$351K +1,218 New
KWM
771
Kingsview Wealth Management
Oregon
$312K +$72.6K +252 +26%
ABTD
772
Arvest Bank Trust Division
Oklahoma
$310K +$7.2K +25 +2%
PFG
773
PAX Financial Group
Texas
$310K +$86.4K +300 +33%
MAWCM
774
Mine & Arao Wealth Creation & Management
California
$309K
NFG
775
Nations Financial Group
Iowa
$306K

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.