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DigitalOcean

278 hedge funds and large institutions have $2.11B invested in DigitalOcean in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 64 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 64

26% more call options, than puts

Call options by funds: $163M | Put options by funds: $129M

1.24% less ownership

Funds ownership: 51.09%49.85% (-1.2%)

7% less funds holding

Funds holding: 300278 (-22)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 61

34% less capital invested

Capital invested by funds: $3.18B → $2.11B (-$1.07B)

Holders
278
Holders Change
-22
Holders Change %
-7.33%
% of All Funds
4.68%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
43
Increased
125
Reduced
64
Closed
61
Calls
$163M
Puts
$129M
Net Calls
+$33.8M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IVSFI
1
IA Venture Strategies Fund II
New York
$306M
BlackRock
2
BlackRock
New York
$210M +$43.3M +970,954 +24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$210M +$23.8M +534,201 +12%
First Trust Advisors
4
First Trust Advisors
Illinois
$116M -$19.7M -442,030 -14%
AllianceBernstein
5
AllianceBernstein
Tennessee
$91.2M -$11.2M -251,757 -10%
JP Morgan Chase
6
JP Morgan Chase
New York
$81.6M -$10.7M -239,220 -11%
Ameriprise
7
Ameriprise
Minnesota
$81.4M +$17.6M +393,624 +25%
State Street
8
State Street
Massachusetts
$50.8M +$15.7M +352,508 +40%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$49M +$34M +761,969 +180%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$42.1M +$18.3M +410,211 +67%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$39.8M +$42.9M +961,495 New
Principal Financial Group
12
Principal Financial Group
Iowa
$36.2M +$8.11M +181,782 +26%
LFDLE
13
La Financiere de L'Echiquier
France
$35.9M -$4.84M -108,500 -11%
Victory Capital Management
14
Victory Capital Management
Texas
$35.8M +$2.68M +60,118 +7%
Northern Trust
15
Northern Trust
Illinois
$32.4M +$10.1M +225,560 +41%
DCM
16
Driehaus Capital Management
Illinois
$32.2M +$21.5M +481,590 +162%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$31.1M +$8.54M +191,569 +34%
Goldman Sachs
18
Goldman Sachs
New York
$27.4M -$615K -13,797 -2%
Norges Bank
19
Norges Bank
Norway
$27.3M +$14.9M +333,698 +103%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$27M +$8.79M +197,000 +43%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$24.6M +$3.09M +69,186 +13%
GIP
22
Granite Investment Partners
California
$23.8M +$4.09M +91,756 +19%
Morgan Stanley
23
Morgan Stanley
New York
$22.7M +$2.53M +56,700 +12%
ECM
24
Engle Capital Management
Connecticut
$21.9M -$12M -270,000 -34%
Renaissance Technologies
25
Renaissance Technologies
New York
$19.9M +$15.3M +342,000 +247%

DOCN Hedge Fund Activity: Q2 2022 in Review

278 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in DigitalOcean (DOCN) for Q2 2022, worth a combined $2.11B — down 34% from $3.18B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of DOCN and 43 opened new positions — a net loss of 18 holders — while 64 trimmed existing stakes and 125 added.

The largest buyer was BlackRock, adding an estimated $43.3M. The largest seller was AH Equity Partners III, exiting entirely with an estimated $156M sold.

  • 278 institutional investors held DigitalOcean (DOCN) as of Q2 2022, down from 300 in Q1 2022.
  • Funds reported $2.11B of DigitalOcean stock for Q2 2022, down 34% quarter-over-quarter.
  • 43 funds opened new DigitalOcean positions in Q2 2022 and 61 closed out, a net change of -18 holders.
  • The largest DigitalOcean buyer in Q2 2022 was BlackRock, an estimated $43.3M added.
  • The largest DigitalOcean seller in Q2 2022 was AH Equity Partners III, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2022.