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DOCU

DocuSign

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: 180230 (+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: 1213 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BCPEM
1
Bain Capital Public Equity Management
Massachusetts
$288M -$57.8M -1,019,751 -16%
BCVI
2
Bain Capital Venture Investors
Massachusetts
$253M -$27.1M -478,260 -9%
SI
3
Salesforce Inc
California
$238M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$193M +$31.8M +559,971 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$175M +$115M +2,023,307 +154%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$167M +$14.9M +262,024 +9%
KDA
7
KPCB DGF Associates
California
$162M
Capital World Investors
8
Capital World Investors
California
$121M -$92.5M -1,631,484 -41%
BlackRock
9
BlackRock
New York
$111M +$23.4M +412,766 +24%
American Century Companies
10
American Century Companies
Missouri
$103M +$111M +1,964,123 New
Vanguard Group
11
Vanguard Group
Pennsylvania
$101M +$3.94M +69,428 +4%
WA
12
Wasatch Advisors
Utah
$86.4M -$6.98M -123,037 -7%
IHG
13
Insight Holdings Group
New York
$84.3M
APC
14
Alta Park Capital
California
$78.8M -$1.14M -20,120 -1%
AI
15
Alphabet Inc
California
$76.8M
Capital Research Global Investors
16
Capital Research Global Investors
California
$64.7M +$31.6M +556,800 +79%
Morgan Stanley
17
Morgan Stanley
New York
$60.4M +$54.9M +968,599 +539%
Norges Bank
18
Norges Bank
Norway
$49.9M +$53.9M +950,000 New
PI
19
Putnam Investments
Massachusetts
$47.3M +$18.8M +331,470 +58%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$46.5M +$50.1M +883,802 New
SV
21
Sapphire Ventures
Texas
$42.5M
IC
22
Iconiq Capital
California
$33.5M
DVC
23
Deer VII & Co
New York
$33.1M -$12.8M -225,000 -24%
William Blair & Company
24
William Blair & Company
Illinois
$33M +$11.6M +204,798 +49%
AIM
25
Artemis Investment Management
United Kingdom
$29.5M +$24.6M +434,283 +342%

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.