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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
KAS
201
Kestra Advisory Services
Texas
$10M +$348K +1,208 +3%
MAM
202
Melqart Asset Management
United Kingdom
$9.78M
MML Investors Services
203
MML Investors Services
Massachusetts
$9.73M +$585K +2,032 +6%
PA
204
Profund Advisors
Maryland
$9.6M +$74K +257 +0.7%
WBC
205
Westpac Banking Corp
Australia
$9.42M -$427K -1,482 -4%
SLG
206
Stanley-Laman Group
Pennsylvania
$9.4M +$9.95M +34,527 +1,745%
KAM
207
Karani Asset Management
New York
$9.35M +$795K +2,760 +8%
BCIM
208
British Columbia Investment Management
British Columbia, Canada
$9.27M +$416K +1,443 +4%
Rafferty Asset Management
209
Rafferty Asset Management
New York
$9.1M -$64.5K -224 -0.6%
BPWM
210
Badgley Phelps Wealth Managers
Washington
$9.06M +$10.1M +35,214 New
NIPH
211
NN Investment Partners Holdings
Netherlands
$9.02M +$648K +2,250 +7%
APG Asset Management
212
APG Asset Management
Netherlands
$9M +$1.24M +4,300 +12%
BIM
213
Bridgecreek Investment Management
Oklahoma
$8.91M
URS
214
Utah Retirement Systems
Utah
$8.88M -$519K -1,800 -5%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$8.81M +$591K +2,050 +6%
IC
216
IEQ Capital
California
$8.8M +$316K +1,096 +3%
Handelsbanken Fonder
217
Handelsbanken Fonder
Sweden
$8.78M
BG
218
Bollard Group
Massachusetts
$8.76M +$1.68M +5,840 +21%
IAA
219
Independent Advisor Alliance
North Carolina
$8.58M +$568K +1,970 +6%
ASN
220
Advisory Services Network
Georgia
$8.49M +$820K +2,846 +9%
PP
221
Patten & Patten
Tennessee
$8.44M -$349K -1,210 -4%
CCM
222
Covington Capital Management
California
$8.37M -$457K -1,585 -5%
SGAM
223
Smith Group Asset Management
Texas
$8.37M +$9.36M +32,500 New
HI
224
HBK Investments
Texas
$8.36M +$9.36M +32,491 New
CII
225
Capital International Inc
California
$8.36M +$1.67M +5,801 +22%

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.