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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
SSB
951
Sandy Spring Bank
Maryland
$26K +$10.4K +36 +55%
WAS
952
Winch Advisory Services
Wisconsin
$26K +$28.8K +100 New
Nisa Investment Advisors
953
Nisa Investment Advisors
Missouri
$25.9K +$21.8M +75,800 +306%
BCWM
954
Bartlett & Co Wealth Management
Ohio
$25.7K
TFIPS
955
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.7K
AWM
956
Avior Wealth Management
Nebraska
$25K +$4.32K +15 +18%
BFC
957
Bedel Financial Consulting
Indiana
$25K +$10.4K +36 +57%
EARNEST Partners
958
EARNEST Partners
Georgia
$24K
AWM
959
Avondale Wealth Management
Texas
$23K -$41.2K -143 -61%
AFG
960
Albion Financial Group
Utah
$23K +$5.76K +20 +29%
KPCM
961
Kings Point Capital Management
New York
$21K -$1.73K -6 -7%
PWM
962
Prentice Wealth Management
New York
$21K
LCM
963
Logan Capital Management
Pennsylvania
$21K +$11.5K +40 +100%
TWM
964
Tradition Wealth Management
Minnesota
$21K +$23.3K +81 New
BWM
965
Baystate Wealth Management
Massachusetts
$20K
DWA
966
Delos Wealth Advisors
Texas
$19K
CAM
967
Close Asset Management
United Kingdom
$18K
PB
968
Pinnacle Bancorp
Nebraska
$18K +$8.36K +29 +71%
AWM
969
Activest Wealth Management
Florida
$18K +$19.6K +68 New
ACM
970
Antonetti Capital Management
Florida
$18K +$20.5K +71 New
MA
971
MUFG Americas
New York
$17K
AIC
972
Archer Investment Corporation
Indiana
$16.2K -$17.3K -60 -49%
CFA
973
Carroll Financial Associates
North Carolina
$16K -$251K -871 -93%
LWANC
974
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
LWP
975
Lumature Wealth Partners
Georgia
$15K +$17.3K +60 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.