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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
WR
801
WD Rutherford
Oregon
$201K +$203K +905 New
LCP
802
Legacy Capital Partners
Wisconsin
$200K -$78.6K -350 -28%
FMLI
803
Fukoku Mutual Life Insurance
Japan
$200K
SBSB
804
Sullivan, Bruyette, Speros & Blaney
Virginia
$179K +$56.2K +250 +45%
OIA
805
Optimum Investment Advisors
Illinois
$178K
EDRH
806
Edmond de Rothschild Holding
Switzerland
$174K -$273K -1,216 -61%
SAS
807
Stelac Advisory Services
New York
$170K +$56.2K +250 +49%
Fifth Third Bancorp
808
Fifth Third Bancorp
Ohio
$159K +$4.72K +21 +3%
MHR
809
Matthew Hamilton Rosenberg
$156K
FPA
810
First Pacific Advisors
California
$155K +$44.5K +198 +40%
AAP
811
Arax Advisory Partners
Colorado
$150K +$7.86K +35 +5%
WLPWM
812
Walled Lake Planning & Wealth Management
Illinois
$144K
CI
813
CAZ Investments
Texas
$133K
FVWA
814
Foster Victor Wealth Advisors
South Carolina
$133K
GLLW
815
Graves Light Lenhart Wealth
Virginia
$129K +$130K +579 New
TFM
816
TFC Financial Management
Massachusetts
$127K +$29.6K +132 +30%
SWA
817
SOA Wealth Advisors
New York
$127K +$112K +500 New
FCM
818
Firestone Capital Management
Florida
$120K
SIM
819
Sonora Investment Management
Arizona
$118K +$1.12K +5 +1%
HFA
820
Hoover Financial Advisors
Pennsylvania
$114K +$102K +456 New
WB
821
Webster Bank
Connecticut
$113K +$106K +473 +1,351%
ICP
822
Interchange Capital Partners
Pennsylvania
$112K +$114K +506 New
HFS
823
Hantz Financial Services
Michigan
$111K -$1.8K -8 -2%
RWG
824
Regal Wealth Group
California
$111K
PVH
825
Psagot Value Holdings
Israel
$107K -$321K -1,429 -75%

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.