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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
FFS
1076
Founders Financial Securities
Maryland
-$605K -2,163 Closed
BBCM
1077
Boardman Bay Capital Management
New York
-$570K -2,040 Closed
CIM
1078
CIM Investment Management
Pennsylvania
-$505K -1,807 Closed
OAMG
1079
Odey Asset Management Group
United Kingdom
-$463K -1,656 Closed
NWA
1080
New World Advisors
Massachusetts
-$415K -1,486 Closed
Tudor Investment Corp
1081
Tudor Investment Corp
Connecticut
-$425K -1,474 Closed
CWS
1082
Cypress Wealth Services
California
-$367K -1,312 Closed
Walleye Capital
1083
Walleye Capital
New York
-$347 -1,240 Closed
SRAM
1084
Spouting Rock Asset Management
Pennsylvania
-$329K -1,176 Closed
ACM
1085
AlphaStar Capital Management
North Carolina
-$309K -1,105 Closed
FVWA
1086
Foster Victor Wealth Advisors
South Carolina
-$308K -1,100 Closed
VCWA
1087
Vanguard Capital Wealth Advisors
Colorado
-$299K -1,070 Closed
LOAMS
1088
Lombard Odier Asset Management (Switzerland)
Switzerland
-$291K -1,041 Closed
JPG
1089
Jordan Park Group
California
-$289K -1,034 Closed
SFA
1090
Sequoia Financial Advisors
Ohio
-$283K -1,011 Closed
PM
1091
Precept Management
Texas
-$280K -1,000 Closed
DWM
1092
Dorchester Wealth Management
Quebec, Canada
-$274K -980 Closed
PCA
1093
Pallas Capital Advisors
Massachusetts
-$278K -921 Closed
BWM
1094
BNC Wealth Management
Oregon
-$252K -902 Closed
QSS
1095
Quantitative Systematic Strategies
Florida
-$251K -899 Closed
TW
1096
Transform Wealth
Colorado
-$246K -881 Closed
JF
1097
Jump Financial
Illinois
-$245K -879 Closed
WJWM
1098
Williams Jones Wealth Management
New York
-$245K -875 Closed
SAM
1099
Shikiar Asset Management
New York
-$240K -860 Closed
LWAC
1100
Laurel Wealth Advisors (California)
California
-$240K -858 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.