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DocuSign
DOCU

230 hedge funds and large institutions have $3.32B invested in DocuSign in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 41

111% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 35

28% more funds holding

Funds holding: 180 → 230 (+50)

15% more capital invested

Capital invested by funds: $2.9B → $3.32B (+$425M)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5.08% more ownership

Funds ownership: 35.5% → 40.58% (+5.1%)

29% less call options, than puts

Call options by funds: $96.5M | Put options by funds: $136M

Holders
230
Holders Change
+50
Holders Change %
+27.78%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.3%
New
91
Increased
74
Reduced
35
Closed
41
Calls
$96.5M
Puts
$136M
Net Calls
-$39.8M
Net Calls Change
-$10M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$115M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Morgan Stanley
Morgan Stanley
New York
+$54.9M
4
Norges Bank
Norges Bank
Norway
+$53.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$50.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$92.5M
2
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$57.8M
3
BCVI
Bain Capital Venture Investors
Massachusetts
-$27.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$23.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$23.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capstone Investment Advisors
101
Capstone Investment Advisors
New York
$1.91M +$2.06M +36,400 New
SSA
102
Schonfeld Strategic Advisors
New York
$1.86M +$2M +35,300 New
SCM
103
Segantii Capital Management
Hong Kong
$1.84M +$1.99M +35,000 New
Goldman Sachs
104
Goldman Sachs
New York
$1.79M -$1.32M -23,297 -41%
MA
105
MYDA Advisors
New York
$1.72M +$65.2K +1,150 +4%
BFS
106
Bradley Foster & Sargent
Connecticut
$1.63M +$1.75M +30,940 New
Citigroup
107
Citigroup
New York
$1.61M +$809K +14,270 +88%
RhumbLine Advisers
108
RhumbLine Advisers
Massachusetts
$1.55M +$288K +5,077 +21%
AC
109
Aristeia Capital
Connecticut
$1.55M +$1.67M +29,400 New
VOYA Investment Management
110
VOYA Investment Management
Georgia
$1.5M +$1.17M +20,693 +263%
California Public Employees Retirement System
111
California Public Employees Retirement System
California
$1.45M +$1.29M +22,669 +456%
BCM
112
BlueCrest Capital Management
Jersey
$1.45M +$1.57M +27,646 New
PCR
113
Potrero Capital Research
California
$1.41M – – –
MSU
114
Mizuho Securities USA
New York
$1.32M +$1.43M +25,200 New
SC
115
Scotia Capital
Ontario, Canada
$1.31M +$1.41M +24,895 New
US Bancorp
116
US Bancorp
Minnesota
$1.23M +$261K +4,609 +24%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$1.23M +$1.3M +22,853 +4,821%
NC
118
Numen Capital
United Kingdom
$1.21M +$1.3M +23,000 New
WAM
119
Wolverine Asset Management
Illinois
$1.19M -$414K -7,300 -24%
SAM
120
Symphony Asset Management
California
$1.17M +$1.26M +22,277 New
TAM
121
Tocqueville Asset Management
New York
$1.16M +$797K +14,050 +176%
AllianceBernstein
122
AllianceBernstein
Tennessee
$1.14M -$14.2K -250 -1%
Man Group
123
Man Group
United Kingdom
$1.14M +$1.22M +21,587 New
Squarepoint
124
Squarepoint
New York
$1.13M +$1.22M +21,508 New
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$1.13M +$725K +12,789 +148%
3 4
5
6 7

DOCU Hedge Fund Activity: Q3 2018 in Review

230 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q3 2018, worth a combined $3.32B — up 15% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DOCU positions and 41 closed out — a net gain of 50 holders — while 74 added to existing stakes and 35 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $115M. The largest seller was Capital World Investors, cutting an estimated $92.5M.

  • 230 institutional investors held DocuSign (DOCU) as of Q3 2018, up from 180 in Q2 2018.
  • Funds reported $3.32B of DocuSign stock for Q3 2018, up 15% quarter-over-quarter.
  • 91 funds opened new DocuSign positions in Q3 2018 and 41 closed out, a net change of +50 holders.
  • The largest DocuSign buyer in Q3 2018 was JP Morgan Chase, an estimated $115M added.
  • The largest DocuSign seller in Q3 2018 was Capital World Investors, an estimated $92.5M sold.

Based on aggregated 13F filings for Q3 2018.