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DOCU

DocuSign

1,026 hedge funds and large institutions have $41.6B invested in DocuSign in 2021 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 362 increasing their positions, 358 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more funds holding in top 10

Funds holding in top 10: 1934 (+15)

55% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 114

45% more capital invested

Capital invested by funds: $28.7B → $41.6B (+$12.9B)

6% more funds holding

Funds holding: 9681,026 (+58)

1% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 358

0.59% more ownership

Funds ownership: 76.04%76.62% (+0.59%)

18% less call options, than puts

Call options by funds: $2.88B | Put options by funds: $3.52B

Holders
1,026
Holders Change
+58
Holders Change %
+5.99%
% of All Funds
17.86%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.59%
New
177
Increased
362
Reduced
358
Closed
114
Calls
$2.88B
Puts
$3.52B
Net Calls
-$639M
Net Calls Change
+$323M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.74B +$141M +628,686 +4%
BlackRock
2
BlackRock
New York
$3.14B -$263M -1,176,518 -9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.07B +$482M +2,157,690 +24%
Tiger Global Management
4
Tiger Global Management
New York
$2.04B +$476M +2,129,000 +41%
Morgan Stanley
5
Morgan Stanley
New York
$1.86B +$434M +1,941,923 +41%
Jennison Associates
6
Jennison Associates
New York
$1.43B +$707M +3,161,881 +161%
State Street
7
State Street
Massachusetts
$1.14B +$117M +525,040 +15%
American Century Companies
8
American Century Companies
Missouri
$936M +$31.9M +142,798 +4%
Franklin Resources
9
Franklin Resources
California
$840M +$72.8M +325,393 +12%
AIM
10
ARK Investment Management
Florida
$785M -$87.4M -390,730 -12%
JP Morgan Chase
11
JP Morgan Chase
New York
$777M +$148M +659,812 +31%
Goldman Sachs
12
Goldman Sachs
New York
$739M +$80.1M +358,098 +16%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$681M +$23.9M +106,951 +5%
ClearBridge Investments
14
ClearBridge Investments
New York
$628M +$147M +659,014 +42%
Capital World Investors
15
Capital World Investors
California
$622M -$93.1M -416,300 -16%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$605M -$47.8M -213,673 -9%
Invesco
17
Invesco
Georgia
$578M +$30.5M +136,537 +7%
First Trust Advisors
18
First Trust Advisors
Illinois
$526M -$16.5M -73,736 -4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$495M -$293M -1,310,524 -43%
N
20
Nuveen
North Carolina
$488M -$1.52M -6,814 -0.4%
Norges Bank
21
Norges Bank
Norway
$478M -$24.6M -110,047 -6%
William Blair & Company
22
William Blair & Company
Illinois
$464M -$126K -565 -0%
NAMA
23
Nikko Asset Management Americas
New York
$444M -$31.2M -139,514 -8%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$399M -$93.2M -416,728 -23%
Ameriprise
25
Ameriprise
Minnesota
$371M +$136M +610,324 +85%

DOCU Hedge Fund Activity: Q2 2021 in Review

1,026 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2021, worth a combined $41.6B — up 45% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new DOCU positions and 114 closed out — a net gain of 63 holders — while 362 added to existing stakes and 358 trimmed.

The largest buyer was Jennison Associates, adding an estimated $707M. The largest seller was Fidelity Investments, cutting an estimated $293M.

  • 1,026 institutional investors held DocuSign (DOCU) as of Q2 2021, up from 968 in Q1 2021.
  • Funds reported $41.6B of DocuSign stock for Q2 2021, up 45% quarter-over-quarter.
  • 177 funds opened new DocuSign positions in Q2 2021 and 114 closed out, a net change of +63 holders.
  • The largest DocuSign buyer in Q2 2021 was Jennison Associates, an estimated $707M added.
  • The largest DocuSign seller in Q2 2021 was Fidelity Investments, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2021.