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DOCU

DocuSign

705 hedge funds and large institutions have $9.7B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 200 increasing their positions, 270 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

62% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 91

52% more capital invested

Capital invested by funds: $6.37B → $9.7B (+$3.33B)

19% more call options, than puts

Call options by funds: $937M | Put options by funds: $789M

6% more funds holding

Funds holding: 662705 (+43)

5.91% more ownership

Funds ownership: 74.12%80.04% (+5.9%)

26% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 270

Holders
705
Holders Change
+43
Holders Change %
+6.5%
% of All Funds
10.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
147
Increased
200
Reduced
270
Closed
91
Calls
$937M
Puts
$789M
Net Calls
+$148M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$7.76M +$5.98M +130,481 New
WP
127
Woodline Partners
California
$7.75M +$5.98M +130,404 New
Swedbank
128
Swedbank
Sweden
$7.52M -$2.6M -56,717 -31%
FAF
129
Första AP-fonden
Sweden
$7.37M -$445K -9,700 -7%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$7.19M
CSS
131
Cubist Systematic Strategies
Connecticut
$7.08M -$10.6M -230,683 -66%
GAM
132
Gotham Asset Management
New York
$7.07M +$4.58M +99,858 +523%
QCM
133
Quantinno Capital Management
New York
$6.95M +$2.93M +63,775 +120%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$6.84M -$137K -2,989 -3%
CAM
135
ClariVest Asset Management
California
$6.84M +$5.28M +115,040 +1,045,818%
SC
136
Shearwater Capital
Colorado
$6.8M -$9.17K -200 -0.2%
Axa
137
Axa
France
$6.67M -$1.14M -24,853 -18%
BBVA
138
Banco Bilbao Vizcaya Argentaria
Spain
$6.34M +$1.87M +40,849 +62%
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$6.24M -$124K -2,703 -3%
SEC
140
Seven Eight Capital
New York
$6.17M -$5.45M -118,920 -53%
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$5.94M +$963K +20,996 +27%
ZIM
142
Zacks Investment Management
Illinois
$5.86M +$4.52M +98,540 New
TCM
143
Teza Capital Management
Illinois
$5.83M +$4.5M +98,024 New
Tudor Investment Corp
144
Tudor Investment Corp
Connecticut
$5.81M +$4.48M +97,722 New
MSV
145
MN Services Vermogensbeheer
Netherlands
$5.55M -$156K -3,400 -4%
GWM
146
Greenwich Wealth Management
Connecticut
$5.51M +$305K +6,650 +8%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$5.5M +$3.35K +73 +0.1%
Prudential Financial
148
Prudential Financial
New Jersey
$5.48M +$3.95M +86,148 +1,433%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$5.47M +$2.01M +43,741 +91%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$5.33M +$40.4K +880 +1%

DOCU Hedge Fund Activity: Q4 2023 in Review

705 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2023, worth a combined $9.7B — up 52% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new DOCU positions and 91 closed out — a net gain of 56 holders — while 200 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $287M. The largest seller was Liontrust Investment Partners, exiting entirely with an estimated $65M sold.

  • 705 institutional investors held DocuSign (DOCU) as of Q4 2023, up from 662 in Q3 2023.
  • Funds reported $9.7B of DocuSign stock for Q4 2023, up 52% quarter-over-quarter.
  • 147 funds opened new DocuSign positions in Q4 2023 and 91 closed out, a net change of +56 holders.
  • The largest DocuSign buyer in Q4 2023 was Morgan Stanley, an estimated $287M added.
  • The largest DocuSign seller in Q4 2023 was Liontrust Investment Partners, an estimated $65M sold.

Based on aggregated 13F filings for Q4 2023.