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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
MC
776
Maverick Capital
Texas
$304K -$1.2M -4,166 -78%
FNBOO
777
First National Bank of Omaha
Nebraska
$304K -$59.6K -207 -15%
VC
778
Veracity Capital
Georgia
$302K -$22.5K -78 -6%
First Manhattan
779
First Manhattan
New York
$302K +$43.2K +150 +15%
EFS
780
Essex Financial Services
Connecticut
$299K -$37.2K -129 -10%
KLCM
781
KG&L Capital Management
Louisiana
$298K -$21.6K -75 -6%
MSFS
782
Main Street Financial Solutions
Pennsylvania
$297K +$5.76K +20 +2%
ZIM
783
Zacks Investment Management
Illinois
$297K +$36.3K +126 +12%
HFM
784
Harvest Fund Management
China
$295K +$15.3K +53 +5%
AWM
785
Atticus Wealth Management
Florida
$293K -$13.3K -46 -4%
PP
786
PDS Planning
Ohio
$292K +$3.46K +12 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
787
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$289K -$318K -1,102 -50%
NAM
788
NorthCoast Asset Management
Connecticut
$289K +$2.88K +10 +0.9%
HIP
789
HUB Investment Partners
Texas
$287K -$32K -111 -9%
OIM
790
Oder Investment Management
California
$287K
WA
791
WESPAC Advisors
California
$287K +$322K +1,116 New
CCM
792
Coldstream Capital Management
Washington
$286K +$91K +316 +31%
KAM
793
Knightsbridge Asset Management
California
$283K
RBFC
794
Roman Butler Fullerton & Co
Missouri
$283K +$86.7K +301 +40%
SG
795
StoneX Group
New York
$282K -$23.3K -81 -7%
SFP
796
Sandbox Financial Partners
Maryland
$281K -$70.9K -246 -18%
RWA
797
Redhawk Wealth Advisors
Minnesota
$281K +$314K +1,090 New
FP
798
Foundry Partners
Minnesota
$280K +$84.1K +292 +37%
VF
799
Virtu Financial
New York
$279K +$312K +1,084 New
FRA
800
Frank Rimerman Advisors
California
$278K

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.