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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
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$14K +$14.2K +63 New
SSB
902
Sandy Spring Bank
Maryland
$14K +$14.6K +65 New
MCM
903
Manchester Capital Management
Vermont
$13K +$674 +3 +5%
CL
904
COWA LLC
Oklahoma
$13K +$11.2K +50 New
PP
905
Pacifica Partners
Canada
$12K +$11.2K +50 New
KFS
906
Kelly Financial Services
Massachusetts
$11.1K
MSFP
907
Mark Sheptoff Financial Planning
Connecticut
$11K
FHA
908
First Horizon Advisors
Tennessee
$11K +$6.74K +30 +143%
1IA
909
1834 Investment Advisors
Wisconsin
$11K +$11.2K +50 New
LWANC
910
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11.2K +50 New
TCOV
911
Trust Company of Vermont
Vermont
$10K
AssetMark Inc
912
AssetMark Inc
California
$10K +$9.66K +43 New
KTC
913
Kistler-Tiffany Companies
Pennsylvania
$9K +$7.64K +34 +680%
AFG
914
Albion Financial Group
Utah
$9K +$8.76K +39 New
CT
915
Clearstead Trust
Maine
$9K +$9.43K +42 New
WAS
916
Winch Advisory Services
Wisconsin
$8K -$8.31K -37 -51%
TFO
917
Tarbox Family Office
California
$8K +$3.37K +15 +79%
RIM
918
Rockbridge Investment Management
New York
$8K +$5.62K +25 +250%
ONST
919
Old North State Trust
North Carolina
$8K +$7.64K +34 New
BWM
920
Baystate Wealth Management
Massachusetts
$8K +$8.31K +37 New
CWA
921
Carolina Wealth Advisors
South Carolina
$7K +$6.74K +30 New
MS
922
Mizuho Securities
Japan
$7K +$7.19K +32 New
BHWM
923
Bay Harbor Wealth Management
Maryland
$6K -$15.5K -69 -73%
VAIA
924
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.62K -25 -48%
RAM
925
Riggs Asset Management
Pennsylvania
$5K +$5.17K +23 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.