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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
X
251
Xponance
Pennsylvania
$1.26M +$31.4K +501 +2%
Vontobel Holding
252
Vontobel Holding
Switzerland
$1.25M -$678K -10,819 -32%
Principal Financial Group
253
Principal Financial Group
Iowa
$1.22M -$563K -8,976 -28%
ASN
254
Advisory Services Network
Georgia
$1.22M -$1.94K -31 -0.1%
BJL
255
Brighton Jones LLC
Washington
$1.21M -$199K -3,171 -12%
AIM
256
Achmea Investment Management
Netherlands
$1.21M +$30K +478 +2%
AB
257
Amalgamated Bank
New York
$1.19M +$21.3K +339 +2%
US Bancorp
258
US Bancorp
Minnesota
$1.19M -$104K -1,666 -7%
IWA
259
Icon Wealth Advisors
Texas
$1.17M +$1.37M +21,822 New
Truist Financial
260
Truist Financial
North Carolina
$1.1M +$15.2K +242 +1%
GIA
261
Gladstone Institutional Advisory
Florida
$1.1M +$463K +7,385 +56%
LOAME
262
Lombard Odier Asset Management (Europe)
United Kingdom
$1.09M +$471K +7,514 +58%
NCM
263
Nelson Capital Management
California
$1.09M
RWA
264
Ropes Wealth Advisors
Massachusetts
$1.09M
IC
265
IEQ Capital
California
$1.06M -$24.2K -386 -2%
RFC
266
Regions Financial Corp
Alabama
$1.06M -$5.58K -89 -0.4%
BCIM
267
British Columbia Investment Management
British Columbia, Canada
$1.06M -$186K -2,972 -13%
Mackenzie Financial
268
Mackenzie Financial
Ontario, Canada
$1.06M -$2.04M -32,469 -62%
IAA
269
Independent Advisor Alliance
North Carolina
$1.05M -$338K -5,388 -22%
Mariner
270
Mariner
Kansas
$1.03M -$25.8K -412 -2%
QCM
271
Quantinno Capital Management
New York
$1.03M -$406K -6,479 -25%
WAM
272
Weatherly Asset Management
California
$1.02M -$31.3K -500 -3%
PRC
273
Pearl River Capital
Michigan
$996K +$272K +4,337 +30%
BTWM
274
Baker Tilly Wealth Management
Wisconsin
$962K -$61.3K -978 -5%
QT
275
Quantamental Technologies
New York
$956K +$1.12M +17,883 New

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.