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DocuSign
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347 hedge funds and large institutions have $5.52B invested in DocuSign in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 31

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

52% more capital invested

Capital invested by funds: $3.64B → $5.52B (+$1.88B)

43% more call options, than puts

Call options by funds: $135M | Put options by funds: $94.3M

34% more funds holding

Funds holding: 259 → 347 (+88)

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+2)

7.49% more ownership

Funds ownership: 55.35% → 62.84% (+7.5%)

Holders
347
Holders Change
+88
Holders Change %
+33.98%
% of All Funds
7.51%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.45%
New
121
Increased
132
Reduced
65
Closed
31
Calls
$135M
Puts
$94.3M
Net Calls
+$40.9M
Net Calls Change
+$26.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$279M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$132M
3
Victory Capital Management
Victory Capital Management
Texas
+$71.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$71.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$65.4M

Top Sellers

1
SI
Salesforce Inc
California
-$140M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$97.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$67M
4
IHG
Insight Holdings Group
New York
-$64.3M
5
APC
Alta Park Capital
California
-$59.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
126
B. Riley Wealth Management
Tennessee
$2.28M -$378K -7,413 -14%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$2.27M -$460K -9,013 -17%
US Bancorp
128
US Bancorp
Minnesota
$2.24M +$519K +10,179 +31%
Legal & General Group
129
Legal & General Group
United Kingdom
$2.22M +$59.6K +1,168 +3%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$2.18M +$130K +2,557 +6%
GAMA
131
Graticule Asia Macro Advisors
New York
$2.17M +$2.14M +41,900 New
QF
132
QVT Financial
New York
$2.15M +$2.11M +41,380 New
PPA
133
Parametric Portfolio Associates
Washington
$2.13M +$160K +3,129 +8%
ACPU
134
Arrowgrass Capital Partners (US)
Delaware
$2.1M -$3.54M -69,400 -63%
Squarepoint
135
Squarepoint
New York
$1.95M +$1.92M +37,609 New
AllianceBernstein
136
AllianceBernstein
Tennessee
$1.88M -$94.9K -1,860 -5%
PP
137
Paloma Partners
Connecticut
$1.88M +$1.85M +36,199 New
HPWM
138
Highland Private Wealth Management
Washington
$1.86M +$36.6K +718 +2%
BCM
139
BlueCrest Capital Management
Jersey
$1.84M +$1.81M +35,456 New
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$1.81M +$601K +11,787 +51%
BAM
141
Blueshift Asset Management
New Jersey
$1.8M +$1.77M +34,716 New
Dimensional Fund Advisors
142
Dimensional Fund Advisors
Texas
$1.8M +$1.77M +34,662 New
Creative Planning
143
Creative Planning
Kansas
$1.72M -$62.9K -1,232 -4%
Citigroup
144
Citigroup
New York
$1.68M +$208K +4,080 +14%
SL
145
Signition LP
New York
$1.68M +$1.65M +32,355 New
BJL
146
Brighton Jones LLC
Washington
$1.64M -$827K -16,199 -34%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$1.61M +$106K +2,082 +7%
PA
148
Profund Advisors
Maryland
$1.6M +$69.9K +1,370 +5%
SC
149
Scotia Capital
Ontario, Canada
$1.55M -$32.3K -633 -2%
NIT
150
NumerixS Investment Technologies
British Columbia, Canada
$1.52M +$1.25M +24,520 +511%
4 5
6
7 8

DOCU Hedge Fund Activity: Q1 2019 in Review

347 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2019, worth a combined $5.52B — up 52% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DOCU positions and 31 closed out — a net gain of 90 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $279M. The largest seller was Salesforce Inc, exiting entirely with an estimated $140M sold.

  • 347 institutional investors held DocuSign (DOCU) as of Q1 2019, up from 259 in Q4 2018.
  • Funds reported $5.52B of DocuSign stock for Q1 2019, up 52% quarter-over-quarter.
  • 121 funds opened new DocuSign positions in Q1 2019 and 31 closed out, a net change of +90 holders.
  • The largest DocuSign buyer in Q1 2019 was Capital Research Global Investors, an estimated $279M added.
  • The largest DocuSign seller in Q1 2019 was Salesforce Inc, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2019.