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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
CI
901
CAZ Investments
Texas
$77K
CYG
902
Clean Yield Group
Vermont
$77K
SN
903
Sittner & Nelson
Oregon
$77K
IFAM
904
Institutional & Family Asset Management
Colorado
$75K +$27.7K +96 +49%
CWC
905
Carolinas Wealth Consulting
North Carolina
$69K +$64K +222 +493%
LFG
906
Larson Financial Group
Missouri
$67K -$32.3K -112 -30%
ATC
907
Adirondack Trust Company
New York
$65K
CLOS
908
Compagnie Lombard Odier SCmA
Switzerland
$64K +$72K +250 New
FIA
909
FNY Investment Advisers
New York
$64K +$72.3K +251 New
JCM
910
Jacobi Capital Management
Pennsylvania
$63K
WT
911
Whittier Trust
California
$62K +$68.9K +239 New
TWA
912
TCI Wealth Advisors
Arizona
$61K +$6.92K +24 +11%
MPWT
913
MassMutual Private Wealth & Trust
Connecticut
$58K -$1.44K -5 -2%
BWA
914
BDO Wealth Advisors
Florida
$57K
AJ
915
Ashburton (Jersey)
Jersey
$54K
FRA
916
Front Row Advisors
California
$54K
CI
917
CX Institutional
Indiana
$51K
MCM
918
MV Capital Management
Maryland
$51K
PWMG
919
Prestige Wealth Management Group
New Jersey
$51K +$28.8K +100 +100%
HA
920
Herold Advisors
New York
$51K +$57.6K +200 New
TCM
921
Tradewinds Capital Management
Washington
$49K
PFGIA
922
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$519K -1,800 -91%
TIM
923
Tortoise Investment Management
New York
$46K
TFA
924
Toth Financial Advisory
Virginia
$45K
AF
925
Arrow Financial
New York
$44K +$49K +170 New

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.