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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
FIA
926
FNY Investment Advisers
New York
$4K -$175K -780 -98%
PFBT
927
Parkside Financial Bank & Trust
Missouri
$4K -$25.4K -113 -86%
LWM
928
Liberty Wealth Management
California
$4K -$3.59K -16 -43%
MPWT
929
MassMutual Private Wealth & Trust
Connecticut
$4K -$1.35K -6 -24%
BWM
930
BerganKDV Wealth Management
Minnesota
$4K
CA
931
Clearstead Advisors
Ohio
$4K
JWA
932
JFS Wealth Advisors
Pennsylvania
$4K +$4.04K +18 New
AIG
933
American International Group
New York
$3.66K +$166K +739 +5%
CAM
934
Costello Asset Management
Pennsylvania
$3K +$2.69K +12 New
Jones Financial Companies
935
Jones Financial Companies
Missouri
$3K +$2.69K +12 New
LWCFA
936
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.92K +13 New
SWA
937
Sutton Wealth Advisors
Florida
$2.67K
AIM
938
Axiom Investment Management
New York
$2.47K -$2.02M -8,990 -89%
BCH
939
Berkshire Capital Holdings
California
$2K -$19.4M -86,430 -100%
IF
940
Ironwood Financial
Arizona
$2K -$4.49K -20 -67%
CA
941
Crewe Advisors
Utah
$2K
GI
942
Gradient Investments
Minnesota
$2K
HFS
943
HBC Financial Services
Washington
$2K
HR
944
Howe & Rusling
New York
$2K
MWC
945
MBM Wealth Consultants
Missouri
$2K
SJIM
946
St. Johns Investment Management
Florida
$2K
AF
947
Allworth Financial
California
$2K +$1.8K +8 New
AFS
948
Annapolis Financial Services
Maryland
$2K +$2.02K +9 New
SFO
949
Standard Family Office
South Dakota
$2K +$2.25K +10 New
TCWA
950
Ten Capital Wealth Advisors
Washington
$2K +$2.47K +11 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.