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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
Comerica Bank
801
Comerica Bank
Texas
$278K -$1.51M -5,226 -84%
WA
802
Wealth Alliance
New York
$277K +$27.7K +96 +10%
BWM
803
Buckley Wealth Management
Nevada
$275K
HCM
804
Hollencrest Capital Management
California
$274K +$307K +1,064 New
S
805
Seeyond
France
$273K -$3.17K -11 -1%
SF
806
Symphony Financial
Texas
$271K +$304K +1,055 New
IP
807
Intellectus Partners
California
$270K
BCP
808
Berkeley Capital Partners
Georgia
$267K +$12.1K +42 +4%
GCP
809
GSA Capital Partners
United Kingdom
$265K -$196K -682 -40%
PWM
810
Palumbo Wealth Management
New York
$264K -$133K -460 -31%
Capstone Investment Advisors
811
Capstone Investment Advisors
New York
$263K +$294K +1,021 New
RIA
812
Regal Investment Advisors
Michigan
$261K -$32K -111 -10%
CWP
813
Capital Wealth Planning
Florida
$259K -$66.3K -230 -19%
MW
814
Marcum Wealth
Ohio
$259K +$290K +1,005 New
PIA
815
Perennial Investment Advisors
California
$258K +$18.7K +65 +7%
AWA
816
AmeriServ Wealth Advisors
Pennsylvania
$257K
PMFA
817
Plante Moran Financial Advisors
Michigan
$257K
OPWM
818
Oxinas Partners Wealth Management
Indiana
$256K
BAM
819
Blueshift Asset Management
New Jersey
$252K -$1.91M -6,631 -87%
HWM
820
Hohimer Wealth Management
Washington
$252K -$173K -600 -38%
BSW
821
Buckingham Strategic Wealth
Missouri
$251K -$576 -2 -0.2%
ED
822
Exane Derivatives
France
$249K +$25.9K +90 +10%
FP
823
Financial Perspectives
Minnesota
$248K
YMRC
824
Yorktown Management & Research Company
Virginia
$247K
RI
825
Ridgewood Investments
New Jersey
$245K -$137K -475 -33%

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.