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DOCU

DocuSign

705 hedge funds and large institutions have $9.7B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 200 increasing their positions, 270 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

62% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 91

52% more capital invested

Capital invested by funds: $6.37B → $9.7B (+$3.33B)

19% more call options, than puts

Call options by funds: $937M | Put options by funds: $789M

6% more funds holding

Funds holding: 662705 (+43)

5.91% more ownership

Funds ownership: 74.12%80.04% (+5.9%)

26% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 270

Holders
705
Holders Change
+43
Holders Change %
+6.5%
% of All Funds
10.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
147
Increased
200
Reduced
270
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$18.1M -$226K -4,924 -2%
AS
77
Aware Super
Australia
$17.8M +$11.9M +260,088 New
Canada Life
78
Canada Life
Manitoba, Canada
$17.8M -$1.22M -26,600 -8%
GC
79
Grimes & Company
Massachusetts
$17.3M +$214K +4,669 +2%
WCM
80
Westerly Capital Management
California
$17.2M +$6.42M +140,000 +93%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$16.3M -$74.5K -1,624 -0.6%
TCP
82
ThornTree Capital Partners
Massachusetts
$16.3M +$12.6M +273,808 New
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$16.3M +$3.74M +81,557 +42%
Allianz Asset Management
84
Allianz Asset Management
Germany
$16M +$3M +65,316 +32%
ECM
85
Evergreen Capital Management
Washington
$15.7M -$56.7K -1,236 -0.5%
Citigroup
86
Citigroup
New York
$15.6M -$3.99M -87,032 -25%
Aviva
87
Aviva
United Kingdom
$15.3M +$4.79M +104,487 +68%
PI
88
PineBridge Investments
New York
$15M +$4.87M +106,229 +73%
PAM
89
Panagora Asset Management
Massachusetts
$14.1M +$8.21M +178,950 +304%
SPS
90
Susquehanna Portfolio Strategies
Pennsylvania
$13.8M +$10.7M +232,773 New
CRCM
91
Cat Rock Capital Management
Connecticut
$13.7M
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$13.7M +$851K +18,547 +9%
Twin Tree Management
93
Twin Tree Management
Texas
$13.6M +$8.55M +186,373 +435%
N
94
Natixis
France
$13M +$2.26M +49,294 +29%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$13M +$102K +2,217 +1%
Ameriprise
96
Ameriprise
Minnesota
$12.7M +$1.46M +31,748 +17%
GS
97
GTS Securities
New York
$12.6M -$1.68M -36,677 -15%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$12.6M +$4.84M +105,455 +99%
ARAM
99
Ardmore Road Asset Management
New York
$11.9M +$9.17M +200,000 New
Macquarie Group
100
Macquarie Group
Australia
$11.5M -$31.2M -679,988 -78%

DOCU Hedge Fund Activity: Q4 2023 in Review

705 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2023, worth a combined $9.7B — up 52% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new DOCU positions and 91 closed out — a net gain of 56 holders — while 200 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $287M. The largest seller was Liontrust Investment Partners, exiting entirely with an estimated $65M sold.

  • 705 institutional investors held DocuSign (DOCU) as of Q4 2023, up from 662 in Q3 2023.
  • Funds reported $9.7B of DocuSign stock for Q4 2023, up 52% quarter-over-quarter.
  • 147 funds opened new DocuSign positions in Q4 2023 and 91 closed out, a net change of +56 holders.
  • The largest DocuSign buyer in Q4 2023 was Morgan Stanley, an estimated $287M added.
  • The largest DocuSign seller in Q4 2023 was Liontrust Investment Partners, an estimated $65M sold.

Based on aggregated 13F filings for Q4 2023.