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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
LC
851
Lindbrook Capital
California
$56K +$38.2K +170 +205%
SIC
852
Salem Investment Counselors
North Carolina
$56K +$56.2K +250 New
ATC
853
Adirondack Trust Company
New York
$55K +$16.8K +75 +47%
SC
854
Steph & Co
Wisconsin
$54K -$898 -4 -2%
JCM
855
Jacobi Capital Management
Pennsylvania
$54K +$4.49K +20 +9%
AWM
856
Avondale Wealth Management
Texas
$52K +$20.4K +91 +64%
BWM
857
Birchcreek Wealth Management
Ohio
$51K +$51.7K +230 New
PCIA
858
Prime Capital Investment Advisors
Kansas
$49K -$827K -3,680 -94%
CWC
859
Carolinas Wealth Consulting
North Carolina
$49K +$49.4K +220 New
FRA
860
Front Row Advisors
California
$47K
CFO
861
CVA Family Office
Colorado
$44K
CI
862
CX Institutional
Indiana
$44K
FCA
863
FinTrust Capital Advisors
South Carolina
$44K
BWA
864
BDO Wealth Advisors
Florida
$42K +$41.6K +185 +3,700%
CFD
865
Creative Financial Designs
Indiana
$40K -$11.2K -50 -22%
TIM
866
Tortoise Investment Management
New York
$40K
JPLA
867
Joseph P. Lucia & Associates
New York
$40K +$40K +178 New
EFSCE
868
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$1.35K +6 +4%
RG
869
Retirement Group
California
$37K +$22.5K +100 +143%
Loomis, Sayles & Company
870
Loomis, Sayles & Company
Massachusetts
$33K +$33.2K +148 New
AW
871
Avion Wealth
Texas
$33K +$33.7K +150 New
EIP
872
Ellis Investment Partners
Pennsylvania
$31K +$29.2K +130 +1,300%
ABC
873
Associated Banc-Corp
Wisconsin
$29K +$19.5K +87 +202%
AWM
874
Avior Wealth Management
Nebraska
$28K -$2.25K -10 -7%
TCM
875
Tradewinds Capital Management
Washington
$27K

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.