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DOCU

DocuSign

790 hedge funds and large institutions have $8.82B invested in DocuSign in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 282 increasing their positions, 300 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% less ownership

Funds ownership: 77.55%77.05% (-0.5%)

6% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 300

8% less call options, than puts

Call options by funds: $934M | Put options by funds: $1.02B

16% less funds holding

Funds holding: 935790 (-145)

46% less capital invested

Capital invested by funds: $16.3B → $8.82B (-$7.48B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

63% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 211

Holders
790
Holders Change
-145
Holders Change %
-15.51%
% of All Funds
13.31%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
282
Reduced
300
Closed
211
Calls
$934M
Puts
$1.02B
Net Calls
-$84.6M
Net Calls Change
+$98.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
276
Westpac Banking Corp
Australia
$1.11M -$1.54M -18,971 -50%
BTWM
277
Baker Tilly Wealth Management
Wisconsin
$1.09M +$15K +185 +1%
HAG
278
HighPoint Advisor Group
Illinois
$1.08M +$1.36M +16,793 New
CWA
279
Canvas Wealth Advisors
Kansas
$1.07M -$1.12M -13,810 -43%
ACM
280
AlphaCrest Capital Management
New York
$1.06M +$1.21M +14,885 +417%
CM
281
Caption Management
Oklahoma
$1.06M +$1.49M +18,400 New
IP
282
Intellectus Partners
California
$1.02M +$317K +3,910 +28%
VWA
283
V Wealth Advisors
Kansas
$1M +$642K +7,929 +83%
PI
284
PineBridge Investments
New York
$999K -$343K -4,242 -20%
BA
285
Bridgewater Associates
Connecticut
$991K +$1.4M +17,275 New
SCM
286
Shelton Capital Management
Colorado
$982K
MPPW
287
Mitchell & Pahl Private Wealth
Oklahoma
$972K +$1.37M +16,946 New
BF
288
BOK Financial
Oklahoma
$971K -$25.4K -314 -2%
SIA
289
Sit Investment Associates
Minnesota
$969K -$2.04M -25,140 -60%
FAIM
290
Financial Advocates Investment Management
Washington
$959K -$29.6K -366 -2%
IMRF
291
Illinois Municipal Retirement Fund
Illinois
$934K +$559K +6,901 +74%
FC
292
Financial Consulate
Maryland
$909K
EMPI
293
Elo Mutual Pension Insurance
Finland
$895K +$10.3K +127 +0.8%
Marshall Wace
294
Marshall Wace
United Kingdom
$889K -$7.82M -96,537 -86%
AIG
295
American International Group
New York
$878K -$32.8K -405 -3%
KAM
296
Karani Asset Management
New York
$868K -$619K -7,647 -34%
WAM
297
Werlinich Asset Management
Connecticut
$867K -$55.5K -685 -4%
AAIM
298
American Assets Investment Management
California
$861K
WS
299
Wedbush Securities
California
$854K -$12.2K -151 -1%
VHAM
300
Van Hulzen Asset Management
California
$853K -$51.2K -633 -4%

DOCU Hedge Fund Activity: Q2 2022 in Review

790 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2022, worth a combined $8.82B — down 46% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 211 funds closed out of DOCU and 78 opened new positions — a net loss of 133 holders — while 300 trimmed existing stakes and 282 added.

The largest buyer was Flossbach Von Storch, adding an estimated $277M. The largest seller was T. Rowe Price Associates, cutting an estimated $528M.

  • 790 institutional investors held DocuSign (DOCU) as of Q2 2022, down from 935 in Q1 2022.
  • Funds reported $8.82B of DocuSign stock for Q2 2022, down 46% quarter-over-quarter.
  • 78 funds opened new DocuSign positions in Q2 2022 and 211 closed out, a net change of -133 holders.
  • The largest DocuSign buyer in Q2 2022 was Flossbach Von Storch, an estimated $277M added.
  • The largest DocuSign seller in Q2 2022 was T. Rowe Price Associates, an estimated $528M sold.

Based on aggregated 13F filings for Q2 2022.