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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
TFM
876
TFC Financial Management
Massachusetts
$148K
TCWM
877
Total Clarity Wealth Management
Illinois
$145K +$162K +562 New
ZB
878
Zions Bancorporation
Utah
$137K -$3.46K -12 -2%
SWA
879
SOA Wealth Advisors
New York
$137K +$10.4K +36 +7%
CFA
880
Cahill Financial Advisors
Minnesota
$133K +$149K +516 New
GCM
881
Gables Capital Management
Florida
$129K +$86.4K +300 +150%
APP
882
Alpha Paradigm Partners
Illinois
$127K -$132K -459 -48%
HWA
883
HHM Wealth Advisors
Tennessee
$127K
WOSD
884
WFA of San Diego
California
$119K +$134K +464 New
HNB
885
Huntington National Bank
Ohio
$114K +$27.1K +94 +27%
TPCW
886
TD Private Client Wealth
New York
$108K -$9.51K -33 -7%
TFGT
887
TS Financial Group (TSFG)
Illinois
$107K +$2.88K +10 +2%
AF
888
Allworth Financial
California
$106K +$93.4K +324 +377%
NSIM
889
North Star Investment Management
Illinois
$105K -$4.32K -15 -4%
MWM
890
Mascoma Wealth Management
New Hampshire
$103K +$115K +400 New
FHA
891
First Horizon Advisors
Tennessee
$88K -$12.1K -42 -11%
SC
892
Steph & Co
Wisconsin
$88K
MAM
893
Meeder Asset Management
Ohio
$86K -$1.09M -3,769 -92%
CAL
894
Capital Analysts LLC
Pennsylvania
$84K +$38.6K +134 +69%
LC
895
Lindbrook Capital
California
$83K +$5.47K +19 +6%
FF
896
FourThought Financial
Florida
$82K +$5.47K +19 +6%
KIG
897
Kowal Investment Group
Wisconsin
$81K +$90.8K +315 New
PCH
898
Polar Capital Holdings
United Kingdom
$80.5K -$72.8M -252,584 -45%
GRP
899
Global Retirement Partners
California
$78K +$11.5K +40 +15%
PVH
900
Psagot Value Holdings
Israel
$77K -$23.1K -80 -21%

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.