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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
PP
976
Pacifica Partners
Canada
$12K -$6.71K -30 -40%
PFBT
977
Parkside Financial Bank & Trust
Missouri
$12K +$3.13K +14 +50%
TCOV
978
Trust Company of Vermont
Vermont
$11K -$1.56K -7 -15%
KTC
979
Kistler-Tiffany Companies
Pennsylvania
$11K
PB
980
Pinnacle Bancorp
Nebraska
$11K +$3.13K +14 +52%
LWM
981
Liberty Wealth Management
California
$11K +$3.8K +17 +81%
LCM
982
Logan Capital Management
Pennsylvania
$11K +$8.94K +40 New
SSC
983
Syverson Strege & Co
Iowa
$11K +$8.94K +40 New
WB
984
Webster Bank
Connecticut
$10K -$106K -473 -93%
BMD
985
Better Money Decisions
New Mexico
$10K
EWM
986
Elmwood Wealth Management
California
$10K
ONST
987
Old North State Trust
North Carolina
$10K
CWA
988
Carolina Wealth Advisors
South Carolina
$8K
MS
989
Mizuho Securities
Japan
$8K
RIM
990
Rockbridge Investment Management
New York
$8K
SNT
991
Security National Trust
West Virginia
$8K
WQ
992
Wealth Quarterback
New Jersey
$8K +$5.81K +26 New
ME
993
McIlrath & Eck
Washington
$7K
CHA
994
Carmichael Hill & Associates
Maryland
$7K +$5.59K +25 New
Nisa Investment Advisors
995
Nisa Investment Advisors
Missouri
$6.93K +$1.07M +4,800 +24%
CA
996
Clearstead Advisors
Ohio
$6K
HWMA
997
Heritage Wealth Management (Arizona)
Arizona
$6K
TFO
998
Tarbox Family Office
California
$5K
CCA
999
Column Capital Advisors
Indiana
$5K +$3.8K +17 New
AIG
1000
American International Group
New York
$4.54K +$105K +471 +3%

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.