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DOCU

DocuSign

1,026 hedge funds and large institutions have $41.6B invested in DocuSign in 2021 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 362 increasing their positions, 358 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more funds holding in top 10

Funds holding in top 10: 1934 (+15)

55% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 114

45% more capital invested

Capital invested by funds: $28.7B → $41.6B (+$12.9B)

6% more funds holding

Funds holding: 9681,026 (+58)

1% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 358

0.59% more ownership

Funds ownership: 76.04%76.62% (+0.59%)

18% less call options, than puts

Call options by funds: $2.88B | Put options by funds: $3.52B

Holders
1,026
Holders Change
+58
Holders Change %
+5.99%
% of All Funds
17.86%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.59%
New
177
Increased
362
Reduced
358
Closed
114
Calls
$2.88B
Puts
$3.52B
Net Calls
-$639M
Net Calls Change
+$323M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
926
Ellis Investment Partners
Pennsylvania
$39K
PMAS
927
PNC Managed Account Solutions
Texas
$37K +$30K +134 New
ST
928
Smithfield Trust
Pennsylvania
$36K
AIC
929
Archer Investment Corporation
Indiana
$34.4K
EBSAM
930
Eubel Brady & Suttman Asset Management
Ohio
$34K +$38K +170 New
BWM
931
BerganKDV Wealth Management
Minnesota
$33K +$22.4K +100 +556%
SOW
932
State of Wyoming
Wyoming
$32K -$47.6K -213 -65%
NC
933
NewSquare Capital
Pennsylvania
$31K
HPC
934
HM Payson & Co
Maine
$30K -$56.1K -251 -70%
GWS
935
Glassman Wealth Services
Virginia
$30K -$9.62K -43 -28%
EFSCE
936
Enterprise Financial Services Corp (EFSC)
Missouri
$30K -$5.81K -26 -19%
SFPG
937
Stonebridge Financial Planning Group
Florida
$29K
SIC
938
Salem Investment Counselors
North Carolina
$28K -$33.5K -150 -60%
JPLA
939
Joseph P. Lucia & Associates
New York
$28K -$16.8K -75 -43%
RG
940
Retirement Group
California
$28K -$15.7K -70 -41%
CFN
941
Cordasco Financial Network
Florida
$28K
PWMG
942
Prestige Wealth Management Group
New Jersey
$28K
SL
943
Savior LLC
Massachusetts
$28K
BC
944
Bartlett & Co
Ohio
$28K +$22.4K +100 New
TFIPS
945
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28K
BCWM
946
Bartlett & Co Wealth Management
Ohio
$28K +$22.4K +100 New
EARNEST Partners
947
EARNEST Partners
Georgia
$27K
RDWM
948
Red Door Wealth Management
Tennessee
$26K +$21.5K +96 New
KPCM
949
Kings Point Capital Management
New York
$25K +$1.34K +6 +7%
ADL
950
Asset Dedication LLC
California
$25K +$20.1K +90 New

DOCU Hedge Fund Activity: Q2 2021 in Review

1,026 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2021, worth a combined $41.6B — up 45% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new DOCU positions and 114 closed out — a net gain of 63 holders — while 362 added to existing stakes and 358 trimmed.

The largest buyer was Jennison Associates, adding an estimated $707M. The largest seller was Fidelity Investments, cutting an estimated $293M.

  • 1,026 institutional investors held DocuSign (DOCU) as of Q2 2021, up from 968 in Q1 2021.
  • Funds reported $41.6B of DocuSign stock for Q2 2021, up 45% quarter-over-quarter.
  • 177 funds opened new DocuSign positions in Q2 2021 and 114 closed out, a net change of +63 holders.
  • The largest DocuSign buyer in Q2 2021 was Jennison Associates, an estimated $707M added.
  • The largest DocuSign seller in Q2 2021 was Fidelity Investments, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2021.