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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
Loomis, Sayles & Company
951
Loomis, Sayles & Company
Massachusetts
$24K -$11.6K -52 -38%
AF
952
Allworth Financial
California
$24K +$8.72K +39 +83%
AWM
953
Avior Wealth Management
Nebraska
$23K -$21.2K -95 -53%
PWM
954
Prentice Wealth Management
New York
$22K -$894 -4 -5%
BWM
955
Baystate Wealth Management
Massachusetts
$21K
CAM
956
Close Asset Management
United Kingdom
$20K
EWA
957
Evolution Wealth Advisors
Florida
$20K +$15.7K +70 New
DWA
958
Delos Wealth Advisors
Texas
$20K +$16.1K +72 New
AFG
959
Albion Financial Group
Utah
$19K +$15.4K +69 New
BFC
960
Bedel Financial Consulting
Indiana
$18K
SSB
961
Sandy Spring Bank
Maryland
$18K
MA
962
MUFG Americas
New York
$18K +$14.5K +65 New
FI
963
FormulaFolio Investments
Michigan
$17K
VRM
964
Vectors Research Management
New York
$17K
KIG
965
Kessler Investment Group
Indiana
$17K +$13.9K +62 New
LWANC
966
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
Optiver Holding
967
Optiver Holding
Netherlands
$16K +$13.2K +59 New
JAM
968
JCIC Asset Management
Ontario, Canada
$15K
OIA
969
Optimum Investment Advisors
Illinois
$14K -$44.7K -200 -80%
APWA
970
Atlas Private Wealth Advisors
New Jersey
$14K +$5.59K +25 +100%
ACM
971
Advent Capital Management
New York
$13K -$4.46M -19,955 -100%
CWC
972
Carolinas Wealth Consulting
North Carolina
$13K -$49.9K -223 -83%
PCG
973
Private Capital Group
Connecticut
$13K +$447 +2 +5%
LWCFA
974
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$10.3K +46 New
PWS
975
Paragon Wealth Strategies
Florida
$13K +$10.3K +46 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.