We are live on ! Find out more
DOCU

DocuSign

737 hedge funds and large institutions have $8.31B invested in DocuSign in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 252 increasing their positions, 276 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $914M | Put options by funds: $863M

0.43% more ownership

Funds ownership: 77.05%77.48% (+0.43%)

9% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 276

6% less capital invested

Capital invested by funds: $8.82B → $8.31B (-$513M)

7% less funds holding

Funds holding: 790737 (-53)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

36% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 118

Holders
737
Holders Change
-53
Holders Change %
-6.71%
% of All Funds
12.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
76
Increased
252
Reduced
276
Closed
118
Calls
$914M
Puts
$863M
Net Calls
+$51.7M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
226
Credit Agricole
France
$1.6M -$198K -3,163 -10%
BBVA
227
Banco Bilbao Vizcaya Argentaria
Spain
$1.6M -$1.48M -23,626 -45%
FCH
228
Freestone Capital Holdings
Washington
$1.58M -$28.5K -455 -2%
PA
229
Profund Advisors
Maryland
$1.57M +$187K +2,984 +11%
TBWA
230
Three Bridge Wealth Advisors
California
$1.57M
CS
231
Candriam SCA
Luxembourg
$1.57M +$938K +14,966 +104%
SC
232
Scotia Capital
Ontario, Canada
$1.57M +$211K +3,370 +13%
Daiwa Securities Group
233
Daiwa Securities Group
Japan
$1.56M +$49.3K +787 +4%
CAN
234
Cetera Advisor Networks
California
$1.56M +$16.9K +270 +0.9%
Teacher Retirement System of Texas
235
Teacher Retirement System of Texas
Texas
$1.54M -$106K -1,690 -6%
CG
236
Cutler Group
California
$1.54M +$1.17M +18,592 +183%
DADC
237
D.A. Davidson & Co
Montana
$1.52M +$363K +5,792 +26%
GAM
238
Gotham Asset Management
New York
$1.52M +$1.78M +28,420 New
WIA
239
Westbourne Investment Advisors
Maryland
$1.49M +$190K +3,036 +12%
TSS
240
Two Sigma Securities
New York
$1.48M +$1.03M +16,494 +147%
NAM
241
Nissay Asset Management
Japan
$1.47M -$1.98M -31,566 -53%
Aberdeen Group
242
Aberdeen Group
United Kingdom
$1.44M +$236K +3,760 +16%
RGI
243
River Global Investors
United Kingdom
$1.41M +$1.65M +26,270 New
VAS
244
Vestmark Advisory Solutions
Massachusetts
$1.4M -$104K -1,653 -6%
PI
245
PineBridge Investments
New York
$1.38M +$524K +8,364 +48%
FC
246
FORA Capital
Florida
$1.36M +$1.59M +25,390 New
Creative Planning
247
Creative Planning
Kansas
$1.35M -$38.4K -613 -2%
APG Asset Management
248
APG Asset Management
Netherlands
$1.34M -$482K -7,692 -24%
II
249
Inspire Investing
Idaho
$1.34M -$832K -13,264 -35%
ET
250
Equitable Trust
Tennessee
$1.3M -$122K -1,944 -7%

DOCU Hedge Fund Activity: Q3 2022 in Review

737 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q3 2022, worth a combined $8.31B — down 5.8% from $8.82B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of DOCU and 76 opened new positions — a net loss of 42 holders — while 276 trimmed existing stakes and 252 added.

The largest buyer was Goldman Sachs, adding an estimated $89.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $191M.

  • 737 institutional investors held DocuSign (DOCU) as of Q3 2022, down from 790 in Q2 2022.
  • Funds reported $8.31B of DocuSign stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 76 funds opened new DocuSign positions in Q3 2022 and 118 closed out, a net change of -42 holders.
  • The largest DocuSign buyer in Q3 2022 was Goldman Sachs, an estimated $89.9M added.
  • The largest DocuSign seller in Q3 2022 was T. Rowe Price Associates, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2022.