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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
CHA
1001
Carmichael Hill & Associates
Maryland
$6K
ME
1002
McIlrath & Eck
Washington
$6K
TAM
1003
Tucker Asset Management
Colorado
$5.01K +$5.19K +18 New
WQ
1004
Wealth Quarterback
New Jersey
$5K -$2.88K -10 -38%
CA
1005
Clearstead Advisors
Ohio
$5K
HWMA
1006
Heritage Wealth Management (Arizona)
Arizona
$5K
TFO
1007
Tarbox Family Office
California
$5K
SAM
1008
Strategic Asset Management
Minnesota
$5K +$5.19K +18 New
JFGIW
1009
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$5.76K +20 New
PCA
1010
Providence Capital Advisors
North Carolina
$5K +$5.76K +20 New
FA
1011
Fortis Advisors
Pennsylvania
$4K +$4.9K +17 New
SWA
1012
Sutton Wealth Advisors
Florida
$3.35K
BCH
1013
Berkshire Capital Holdings
California
$3K -$24M -83,360 -100%
IF
1014
Ironwood Financial
Arizona
$3K
MWC
1015
MBM Wealth Consultants
Missouri
$3K
SJIM
1016
St. Johns Investment Management
Florida
$3K
TLFA
1017
True Link Financial Advisors
California
$3K
PSB
1018
Piscataqua Savings Bank
New Hampshire
$3K +$2.88K +10 New
DCM
1019
Davidson Capital Management
Texas
$2K -$576 -2 -18%
AFS
1020
Annapolis Financial Services
Maryland
$2K
CAM
1021
ClariVest Asset Management
California
$2K
CA
1022
Crewe Advisors
Utah
$2K
SCA
1023
Stonebridge Capital Advisors
Minnesota
$2K
JWM
1024
Janiczek Wealth Management
Colorado
$2K +$288 +1 +20%
LF
1025
Lee Financial
Texas
$2K +$2.02K +7 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.