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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
I
1101
INVST
Indiana
-$234K -830 Closed
MGIM
1102
M&G Investment Management
United Kingdom
-$232 -829 Closed
TCM
1103
Tandem Capital Management
New Jersey
-$231K -825 Closed
ASFA
1104
All Season Financial Advisors
Colorado
-$230K -822 Closed
MFG
1105
Menard Financial Group
Texas
-$222K -793 Closed
TC
1106
Telemus Capital
Michigan
-$220K -787 Closed
QTM
1107
qPULA Trading Management
New York
-$219K -784 Closed
WA1
1108
Wimmer Associates 1
California
-$219K -783 Closed
GC
1109
GFG Capital
Florida
-$214K -765 Closed
EBT
1110
Enterprise Bank & Trust
Massachusetts
-$213K -762 Closed
RPWA
1111
Regent Peak Wealth Advisors
Georgia
-$226K -758 Closed
FAB
1112
First American Bank
Illinois
-$210K -750 Closed
PAS
1113
Professional Advisory Services
Florida
-$210K -750 Closed
TA
1114
Tiedemann Advisors
New York
-$210K -750 Closed
SB
1115
Strategic Blueprint
Georgia
-$183K -655 Closed
GAM
1116
GVO Asset Management
Switzerland
-$122K -436 Closed
KFP
1117
KB Financial Partners
New Jersey
-$110K -392 Closed
SAS
1118
Stelac Advisory Services
New York
-$109K -391 Closed
PWP
1119
Personal Wealth Partners
Minnesota
-$74K -265 Closed
WP
1120
WealthShield Partners
North Carolina
-$54K -192 Closed
EBSAM
1121
Eubel Brady & Suttman Asset Management
Ohio
-$34K -170 Closed
EFSCE
1122
Enterprise Financial Services Corp (EFSC)
Missouri
-$30K -108 Closed
RG
1123
Retirement Group
California
-$28K -100 Closed
SL
1124
Savior LLC
Massachusetts
-$28K -100 Closed
RDWM
1125
Red Door Wealth Management
Tennessee
-$26K -96 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.