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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$115M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$111M |
| 3 |
Morgan Stanley
New York
|
+$54.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$53.9M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$50.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$92.5M |
| 2 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$57.8M |
| 3 |
BCVI
Bain Capital Venture Investors
Boston,
Massachusetts
|
-$27.1M |
| 4 |
Two Sigma Investments
New York
|
-$23.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$23.7M |
DOCU Hedge Fund Activity: Q3 2018 in Review
230 of the 4,391 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.