DocuSign
DOCU
706 hedge funds and large institutions have $9.38B invested in DocuSign in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 200 increasing their positions, 269 reducing their positions, and 91 closing their positions.
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
62% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 91
47% more capital invested
Capital invested by funds: $6.36B → $9.38B (+$3.02B)
19% more call options, than puts
Call options by funds: $937M | Put options by funds: $789M
6% more funds holding
Funds holding: 663 → 706 (+43)
3.35% more ownership
Funds ownership: 74.02% → 77.37% (+3.3%)
26% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 269
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
+$222M |
| 2 |
Morgan Stanley
New York
|
+$69.5M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$65.6M |
| 4 |
JCAM
Jericho Capital Asset Management
New York
|
+$37.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
-$65M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$61.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$55.2M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$37.8M |
| 5 |
D.E. Shaw & Co
New York
|
-$32M |
DOCU Hedge Fund Activity: Q4 2023 in Review
706 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2023, worth a combined $9.38B — up 47% from $6.36B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new DOCU positions and 91 closed out — a net gain of 56 holders — while 200 added to existing stakes and 269 trimmed.
The largest buyer was Coatue Management, opening a new position worth an estimated $222M. The largest seller was Liontrust Investment Partners, exiting entirely with an estimated $65M sold.
- 706 institutional investors held DocuSign (DOCU) as of Q4 2023, up from 663 in Q3 2023.
- Funds reported $9.38B of DocuSign stock for Q4 2023, up 47% quarter-over-quarter.
- 147 funds opened new DocuSign positions in Q4 2023 and 91 closed out, a net change of +56 holders.
- The largest DocuSign buyer in Q4 2023 was Coatue Management, an estimated $222M added.
- The largest DocuSign seller in Q4 2023 was Liontrust Investment Partners, an estimated $65M sold.
Based on aggregated 13F filings for Q4 2023.