DocuSign
DOCU
388 hedge funds and large institutions have $8.96B invested in DocuSign in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 142 increasing their positions, 90 reducing their positions, and 59 closing their positions.
69% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 59
58% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 90
47% more capital invested
Capital invested by funds: $6.07B → $8.96B (+$2.88B)
12% more funds holding
Funds holding: 347 → 388 (+41)
11.82% more ownership
Funds ownership: 70.42% → 82.24% (+12%)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
5% less call options, than puts
Call options by funds: $257M | Put options by funds: $270M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$243M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$205M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$159M |
| 4 |
D.E. Shaw & Co
New York
|
+$132M |
| 5 |
BlackRock
New York
|
+$98.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$121M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$55.9M |
| 3 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$46.3M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$38.2M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$30.2M |
DOCU Hedge Fund Activity: Q3 2019 in Review
388 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q3 2019, worth a combined $8.96B — up 47% from $6.07B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new DOCU positions and 59 closed out — a net gain of 41 holders — while 142 added to existing stakes and 90 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $243M. The largest seller was JP Morgan Chase, cutting an estimated $121M.
- 388 institutional investors held DocuSign (DOCU) as of Q3 2019, up from 347 in Q2 2019.
- Funds reported $8.96B of DocuSign stock for Q3 2019, up 47% quarter-over-quarter.
- 100 funds opened new DocuSign positions in Q3 2019 and 59 closed out, a net change of +41 holders.
- The largest DocuSign buyer in Q3 2019 was T. Rowe Price Associates, an estimated $243M added.
- The largest DocuSign seller in Q3 2019 was JP Morgan Chase, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2019.