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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
AWM
826
Apollon Wealth Management
South Carolina
$244K +$53K +184 +24%
CWM
827
Centric Wealth Management
Illinois
$242K
HFS
828
Hantz Financial Services
Michigan
$241K +$111K +386 +70%
CA
829
Calton & Associates
Florida
$240K -$33.4K -116 -11%
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$240K +$61.9K +215 +30%
MS
831
Maven Securities
Jersey
$240K +$268K +931 New
SIM
832
Sonora Investment Management
Arizona
$238K +$144K +500 +118%
WFI
833
West Family Investments
California
$237K +$4.03K +14 +2%
VWA
834
Visionary Wealth Advisors
Illinois
$233K -$8.64K -30 -3%
WG
835
Winton Group
United Kingdom
$232K -$176K -610 -40%
MIFH
836
Migdal Insurance & Financial Holdings
Israel
$232K
SC
837
Saturna Capital
Washington
$232K +$23.1K +80 +10%
IC
838
Inscription Capital
Texas
$232K +$260K +902 New
WF
839
Welch & Forbes
Massachusetts
$231K +$13K +45 +5%
CA
840
Continuum Advisory
Idaho
$229K +$12.4K +43 +5%
AFP
841
Ausdal Financial Partners
Iowa
$228K -$28.2K -98 -10%
RFA
842
Reilly Financial Advisors
California
$228K -$9.51K -33 -4%
AA
843
Ancora Advisors
Ohio
$228K
EMFAT
844
Emerald Mutual Fund Advisers Trust
Pennsylvania
$228K
FANJ
845
Financial Architects (New Jersey)
New Jersey
$228K
MLFP
846
MPS Loria Financial Planners
Illinois
$226K
FTDI
847
First Trust Direct Indexing
Massachusetts
$225K -$13K -45 -5%
SMC
848
Smith, Moore & Co
Missouri
$224K
CAGAS
849
Capital Advisory Group Advisory Services
Minnesota
$222K -$836K -2,903 -77%
BU
850
BBVA USA
Alabama
$221K +$99.1K +344 +67%

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.