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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
LWCFA
976
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$2.88K +10 +22%
APWA
977
Atlas Private Wealth Advisors
New Jersey
$13K
PCG
978
Private Capital Group
Connecticut
$13K +$1.44K +5 +11%
SSC
979
Syverson Strege & Co
Iowa
$13K +$3.17K +11 +28%
JWA
980
JFS Wealth Advisors
Pennsylvania
$13K +$14.4K +50 New
SBL
981
Sargent Bickham Lagudis
Colorado
$13K +$14.4K +50 New
SOW
982
State of Wyoming
Wyoming
$12K -$19K -66 -58%
EWA
983
Evolution Wealth Advisors
Florida
$12K -$6.63K -23 -33%
ACM
984
Advent Capital Management
New York
$12K
PP
985
Pacifica Partners
Canada
$12K
JAM
986
JCIC Asset Management
Ontario, Canada
$11K
EWM
987
Evermay Wealth Management
Virginia
$11K +$9.8K +34 +340%
BIA
988
Bell Investment Advisors
California
$11K +$12.1K +42 New
SMG
989
Spectrum Management Group
Indiana
$11K +$12.1K +42 New
BMD
990
Better Money Decisions
New Mexico
$10K
KTC
991
Kistler-Tiffany Companies
Pennsylvania
$10K
CCA
992
Column Capital Advisors
Indiana
$10K +$5.76K +20 +118%
VRM
993
Vectors Research Management
New York
$9K -$7.49K -26 -43%
ONST
994
Old North State Trust
North Carolina
$9K
WB
995
Webster Bank
Connecticut
$9K
HWM
996
Holloway Wealth Management
Florida
$8K
RIM
997
Rockbridge Investment Management
New York
$8K
SNT
998
Security National Trust
West Virginia
$8K
MS
999
Mizuho Securities
Japan
$7K
MWA
1000
Moser Wealth Advisors
Washington
$7K +$7.49K +26 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.