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DOCU

DocuSign

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: 1934 (+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: 9681,026 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ER
1101
Enlightenment Research
Florida
-$243K -1,200 Closed
PAM
1102
Private Asset Management
California
-$233K -1,150 Closed
RA
1103
RFG Advisory
Alabama
-$211K -1,043 Closed
MSAM
1104
Moloney Securities Asset Management
Missouri
-$205K -1,015 Closed
BWM
1105
BT Wealth Management
Georgia
-$202K -1,000 Closed
AG
1106
AlphaSimPlex Group
Massachusetts
-$201K -994 Closed
MFS
1107
Mirabella Financial Services
United Kingdom
-$201K -993 Closed
Capstone Investment Advisors
1108
Capstone Investment Advisors
New York
-$194K -960 Closed
ACM
1109
Allred Capital Management
Texas
-$166K -822 Closed
AII
1110
AGF Investments Inc
Ontario, Canada
-$151K -744 Closed
MWM
1111
Mascoma Wealth Management
New Hampshire
-$121K -600 Closed
TCWM
1112
Total Clarity Wealth Management
Illinois
-$114K -564 Closed
RWG
1113
Regal Wealth Group
California
-$101K -500 Closed
PCIA
1114
Prime Capital Investment Advisors
Kansas
-$73K -361 Closed
AWC
1115
Abundance Wealth Counselors
Pennsylvania
-$61K -300 Closed
TWP
1116
TFO Wealth Partners
Ohio
-$61K -300 Closed
AS
1117
Altshuler Shaham
Israel
-$27K -133 Closed
FMII
1118
Farmers & Merchants Investments Inc
Nebraska
-$20K -100 Closed
SWM
1119
Sugarloaf Wealth Management
Georgia
-$20 -100 Closed
SIS
1120
Sound Income Strategies
Florida
-$13.2K -65 Closed
MWP
1121
Meridian Wealth Partners
Pennsylvania
-$12K -63 Closed
CL
1122
COWA LLC
Oklahoma
-$11K -50 Closed
Bessemer Group
1123
Bessemer Group
New Jersey
-$8K -40 Closed
WAS
1124
Winch Advisory Services
Wisconsin
-$7K -35 Closed
HFM
1125
Hartford Financial Management
Connecticut
-$6K -30 Closed

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.