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DocuSign
DOCU

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: 849 → 963 (+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: 21 → 17 (-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

Top Buyers

1
Tiger Global Management
Tiger Global Management
New York
+$331M
2
AIM
ARK Investment Management
Florida
+$321M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$274M
4
BlackRock
BlackRock
New York
+$160M
5
NAMA
Nikko Asset Management Americas
New York
+$157M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$941M
2
MCM
Melvin Capital Management
New York
-$431M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$237M
4
Fidelity International
Fidelity International
Bermuda
-$216M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Centric Wealth Management
Illinois
$226K +$228K +1,016 New
CW
777
CreativeOne Wealth
Kansas
$225K +$228K +1,014 New
FAM
778
Formidable Asset Management
Ohio
$223K +$226K +1,005 New
AO
779
Advisor OS
Illinois
$223K +$227K +1,011 New
AIS
780
AM Investment Strategies
Tennessee
$222K – – –
KAM
781
Knightsbridge Asset Management
California
$222K – – –
AWA
782
AmeriServ Wealth Advisors
Pennsylvania
$222K +$225K +1,000 New
IP
783
Intellectus Partners
California
$222K +$225K +1,000 New
SW
784
SlateStone Wealth
Florida
$222K +$225K +1,000 New
TA
785
Trivest Advisors
Hong Kong
$222K +$225K +1,000 New
AG
786
AlphaSimPlex Group
Massachusetts
$221K -$108K -482 -33%
VI
787
Vestcor Inc
New Brunswick, Canada
$221K – – –
LCH
788
Lee Capital Holdings
New York
$219K -$943K -4,200 -81%
SFA
789
Sequoia Financial Advisors
Ohio
$218K -$321K -1,428 -59%
GLA
790
Great Lakes Advisors
Illinois
$215K +$8.76K +39 +4%
DWT
791
Dorsey & Whitney Trust
South Dakota
$215K +$216K +963 New
KCM
792
Karp Capital Management
California
$212K +$214K +952 New
B
793
Barings
North Carolina
$212K +$215K +955 New
DWM
794
Dorchester Wealth Management
Quebec, Canada
$212K +$215K +955 New
FP
795
Financial Perspectives
Minnesota
$212K +$2.02K +9 +1%
FRM
796
Fox Run Management
Connecticut
$211K +$213K +949 New
OWA
797
One Wealth Advisors
California
$211K +$213K +950 New
II
798
Inspire Investing
Idaho
$210K +$212K +945 New
BWM
799
BNC Wealth Management
Oregon
$207K +$45.8K +204 +28%
ISL
800
Ingalls & Snyder LLC
New York
$201K +$203K +904 New
30 31
32
33 34

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.