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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
TAIM
1026
TD Ameritrade Investment Management
Nebraska
$2K +$2.31K +8 New
AWMS
1027
Advocacy Wealth Management Services
Georgia
$1K
HR
1028
Howe & Rusling
New York
$1K
TF
1029
TimeScale Financial
Massachusetts
$1K
FMII
1030
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.15K +4 New
PI
1031
PEAK6 Investments
Illinois
$1K +$1.15K +4 New
PO
1032
Private Ocean
California
$1K +$1.15K +4 New
AW
1033
Alaethes Wealth
Nevada
$1K +$1.44K +5 New
JMF
1034
Johnson Midwest Financial
Iowa
$1K +$1.44K +5 New
RTL
1035
Red Tortoise LLC
Georgia
$1K +$3.75K +13 New
WIM
1036
Westside Investment Management
California
$12
Holocene Advisors
1037
Holocene Advisors
New York
-$61.5M -220,110 Closed
KIP
1038
Kayak Investment Partners
California
-$29.4M -105,031 Closed
Capital Fund Management (CFM)
1039
Capital Fund Management (CFM)
France
-$22M -76,434 Closed
KC
1040
KCL Capital
New York
-$12.5M -44,575 Closed
AC
1041
AMS Capital
Brazil
-$11.2M -40,000 Closed
NA
1042
Navellier & Associates
Nevada
-$9.5M -33,994 Closed
FFM
1043
Fullerton Fund Management
Singapore
-$7.99M -28,570 Closed
ONGA
1044
O'Neil Global Advisors
California
-$6.64M -23,760 Closed
TC
1045
TwinBeech Capital
New York
-$5.55M -19,865 Closed
MIAN
1046
Mariner Independent Advisor Network
Kansas
-$5.09M -18,226 Closed
State of Tennessee, Department of Treasury
1047
State of Tennessee, Department of Treasury
Tennessee
-$4.49M -16,064 Closed
SGM
1048
Skye Global Management
Florida
-$4.3M -15,400 Closed
YU
1049
Yale University
Connecticut
-$3.73M -13,325 Closed
WI
1050
WBI Investments
New Jersey
-$3.06M -10,950 Closed

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.