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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
HWA
826
HHM Wealth Advisors
Tennessee
$101K +$102K +455 New
AF
827
Advisornet Financial
Minnesota
$99K -$48.1K -214 -32%
QCG
828
Quadrant Capital Group
Ohio
$94K -$10.3K -46 -10%
NSIM
829
North Star Investment Management
Illinois
$94K +$3.37K +15 +4%
RPWA
830
Regent Peak Wealth Advisors
Georgia
$91K +$91.6K +408 New
DSC
831
Duncker Streett & Co
Missouri
$89K
PCM
832
Penserra Capital Management
California
$82K -$61.3K -273 -42%
AA
833
Ancora Advisors
Ohio
$80K +$30.5K +136 +60%
HNB
834
Huntington National Bank
Ohio
$78K
PAI
835
Pittenger & Anderson Inc
Nebraska
$78K
JGIA
836
Jackson Grant Investment Advisers
Connecticut
$77K +$77.5K +345 New
LFG
837
Larson Financial Group
Missouri
$76K +$48.5K +216 +169%
PFGIA
838
Patriot Financial Group Insurance Agency
Massachusetts
$72K -$89.8K -400 -55%
WT
839
Washington Trust
Rhode Island
$70K
GWS
840
Glassman Wealth Services
Virginia
$69K +$35.9K +160 +106%
MAM
841
Meeder Asset Management
Ohio
$68K -$1.64M -7,301 -96%
CYG
842
Clean Yield Group
Vermont
$67K
IA
843
Inspire Advisors
Idaho
$67K +$67.4K +300 New
SN
844
Sittner & Nelson
Oregon
$67K +$67.4K +300 New
SIAG
845
Safeguard Investment Advisory Group
California
$66K +$67.4K +300 New
CFGS
846
Concourse Financial Group Securities
Alabama
$65K -$21.8K -97 -25%
SOADOR
847
State of Alaska Department of Revenue
Alaska
$64K -$2.47K -11 -4%
HPC
848
HM Payson & Co
Maine
$57K -$71.7K -319 -55%
EWA
849
Evolution Wealth Advisors
Florida
$56K -$95.7K -426 -63%
GRP
850
Global Retirement Partners
California
$56K +$21.3K +95 +61%

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.