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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.64B -$808M -2,804,526 -17%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.01B +$206M +716,679 +7%
BlackRock
3
BlackRock
New York
$2.9B +$9.81M +34,051 +0.3%
Tiger Global Management
4
Tiger Global Management
New York
$1.88B +$8.13M +28,200 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$1.75B +$34.6M +120,044 +2%
Jennison Associates
6
Jennison Associates
New York
$1.48B +$183M +636,258 +12%
State Street
7
State Street
Massachusetts
$1.07B +$14.1M +49,060 +1%
American Century Companies
8
American Century Companies
Missouri
$825M -$41.6M -144,271 -4%
Franklin Resources
9
Franklin Resources
California
$784M +$11.9M +41,190 +1%
Goldman Sachs
10
Goldman Sachs
New York
$760M +$89.6M +310,825 +12%
Capital World Investors
11
Capital World Investors
California
$665M +$104M +361,276 +16%
ClearBridge Investments
12
ClearBridge Investments
New York
$646M +$76.3M +264,788 +12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$631M +$4.09M +14,197 +0.6%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$584M +$30.2M +104,692 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$582M +$141M +490,329 +28%
Invesco
16
Invesco
Georgia
$510M -$24.1M -83,749 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$488M +$4.3M +14,908 +0.8%
AIM
18
ARK Investment Management
Florida
$469M -$284M -985,506 -35%
N
19
Nuveen
North Carolina
$454M +$5.66M +19,661 +1%
William Blair & Company
20
William Blair & Company
Illinois
$443M +$18.3M +63,498 +4%
NAMA
21
Nikko Asset Management Americas
New York
$441M +$33.1M +114,941 +7%
JP Morgan Chase
22
JP Morgan Chase
New York
$432M -$318M -1,102,177 -40%
Norges Bank
23
Norges Bank
Norway
$425M -$16.6M -57,547 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$399M +$187M +647,761 +72%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$337M -$33.6M -116,501 -8%

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.