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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
CFO
926
CVA Family Office
Colorado
$43K -$101K -350 -64%
AW
927
Avion Wealth
Texas
$39K
BC
928
Burleson & Co
California
$39K
EIP
929
Ellis Investment Partners
Pennsylvania
$36K
ADL
930
Asset Dedication LLC
California
$36K +$15.6K +54 +60%
LWM
931
Liberty Wealth Management
California
$35K +$28.2K +98 +258%
CWP
932
Concord Wealth Partners
Virginia
$34K -$93.6K -325 -71%
FQ
933
First Quadrant
California
$34K +$38K +132 New
ST
934
Smithfield Trust
Pennsylvania
$33K
PFBT
935
Parkside Financial Bank & Trust
Missouri
$31K +$22.2K +77 +183%
BWM
936
BerganKDV Wealth Management
Minnesota
$30K
GWS
937
Glassman Wealth Services
Virginia
$29K +$1.44K +5 +5%
HPC
938
HM Payson & Co
Maine
$28K
NC
939
NewSquare Capital
Pennsylvania
$28K
SFPG
940
Stonebridge Financial Planning Group
Florida
$28K
Bessemer Group
941
Bessemer Group
New Jersey
$28K +$31.1K +108 New
AAP
942
Arax Advisory Partners
Colorado
$27K -$145K -504 -83%
CWA
943
Clearview Wealth Advisors
Oregon
$27K -$13.5K -47 -31%
WWMSC
944
Wagner Wealth Management (South Carolina)
South Carolina
$27K +$28.2K +98 New
FWM
945
Focused Wealth Management
New York
$27K +$29.7K +103 New
AF
946
Advisornet Financial
Minnesota
$26K -$96.2K -334 -77%
BC
947
Bartlett & Co
Ohio
$26K
CFN
948
Cordasco Financial Network
Florida
$26K
JPLA
949
Joseph P. Lucia & Associates
New York
$26K
SIC
950
Salem Investment Counselors
North Carolina
$26K

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.