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DocuSign
DOCU

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: 19 → 34 (+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: 968 → 1,026 (+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

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$707M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$482M
3
Tiger Global Management
Tiger Global Management
New York
+$476M
4
Morgan Stanley
Morgan Stanley
New York
+$434M
5
Macquarie Group
Macquarie Group
Australia
+$267M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
BlackRock
BlackRock
New York
-$263M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$169M
5
BCVI
Bain Capital Venture Investors
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
1001
True Link Financial Advisors
California
$4K +$2.91K +13 New
SWA
1002
Sutton Wealth Advisors
Florida
$3.63K +$224 +1 +8%
AFS
1003
Annapolis Financial Services
Maryland
$3K – – –
CA
1004
Crewe Advisors
Utah
$3K – – –
IF
1005
Ironwood Financial
Arizona
$3K – – –
MWC
1006
MBM Wealth Consultants
Missouri
$3K – – –
SFO
1007
Standard Family Office
South Dakota
$3K – – –
SJIM
1008
St. Johns Investment Management
Florida
$3K – – –
TCWA
1009
Ten Capital Wealth Advisors
Washington
$3K – – –
EWM
1010
Evermay Wealth Management
Virginia
$3K +$2.24K +10 New
DCM
1011
Davidson Capital Management
Texas
$3K +$2.46K +11 New
CAM
1012
ClariVest Asset Management
California
$2K – – –
SCA
1013
Stonebridge Capital Advisors
Minnesota
$2K +$1.56K +7 New
EWM
1014
Elite Wealth Management
Washington
$1.09K -$52.1K -233 -6%
HR
1015
Howe & Rusling
New York
$1K -$671 -3 -38%
JWM
1016
Janiczek Wealth Management
Colorado
$1K -$447 -2 -29%
AWMS
1017
Advocacy Wealth Management Services
Georgia
$1K – – –
FHC
1018
First Horizon Corporation
Tennessee
$1K – – –
TF
1019
TimeScale Financial
Massachusetts
$1K – – –
HS
1020
Horan Securities
United States
$1K +$671 +3 New
Walleye Capital
1021
Walleye Capital
New York
$347 -$1.7M -7,583 -86%
MGIM
1022
M&G Investment Management
United Kingdom
$232 +$185K +829 New
WIM
1023
Westside Investment Management
California
$13 – – –
Winslow Capital Management
1024
Winslow Capital Management
Minnesota
– -$260M -1,285,608 Closed
BCPEMI
1025
Bain Capital Public Equity Management II
Massachusetts
– -$50.6M -250,000 Closed
39 40
41
42 43

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.