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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
NC
876
NewSquare Capital
Pennsylvania
$27K +$11.2K +50 +71%
AWG
877
Altus Wealth Group
Colorado
$25K +$25.4K +113 New
PCG
878
Private Capital Group
Connecticut
$23K +$5.62K +25 +32%
CCA
879
Childress Capital Advisors
Texas
$23K +$23.1K +103 New
TFIPS
880
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.2K +$22.5K +100 New
SL
881
Savior LLC
Massachusetts
$22K
SFPG
882
Stonebridge Financial Planning Group
Florida
$22K
SWM
883
Sugarloaf Wealth Management
Georgia
$22K
VRM
884
Vectors Research Management
New York
$22K
AWM
885
Accel Wealth Management
Iowa
$22K +$22.5K +100 New
FMII
886
Farmers & Merchants Investments Inc
Nebraska
$22K +$22.5K +100 New
POIA
887
Pin Oak Investment Advisors
Texas
$22K +$22.5K +100 New
SQA
888
Simon Quick Advisors
New Jersey
$22K +$22.5K +100 New
TIAM2
889
Tru Independence Asset Management 2
Oregon
$22K +$22.5K +100 New
EARNEST Partners
890
EARNEST Partners
Georgia
$21K
M
891
MOTCO
Texas
$21K +$21.3K +95 New
AIC
892
Archer Investment Corporation
Indiana
$20.5K +$6.51K +29 +46%
PFPT
893
Pinnacle Financial Partners (Tennessee)
Tennessee
$20K
APWA
894
Atlas Private Wealth Advisors
New Jersey
$19K
TWA
895
TCI Wealth Advisors
Arizona
$18K
BDS
896
Banco de Sabadell
Florida
$15K +$14.6K +65 New
CWA
897
Clearview Wealth Advisors
Oregon
$15K +$14.8K +66 New
BFC
898
Bedel Financial Consulting
Indiana
$14K
SIS
899
Sound Income Strategies
Florida
$14K
KPCM
900
Kings Point Capital Management
New York
$14K +$14.2K +63 New

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.