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DocuSign
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735 hedge funds and large institutions have $8.68B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 218 increasing their positions, 284 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

12% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 116

5% more capital invested

Capital invested by funds: $8.31B → $8.68B (+$377M)

2% more call options, than puts

Call options by funds: $1.01B | Put options by funds: $990M

0.5% more ownership

Funds ownership: 77.48% → 77.98% (+0.5%)

0% less funds holding

Funds holding: 737 → 735 (-2)

23% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 284

Holders
735
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.81%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
130
Increased
218
Reduced
284
Closed
116
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$101M
2
Coatue Management
Coatue Management
New York
+$91.3M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$81M
4
Morgan Stanley
Morgan Stanley
New York
+$75.9M
5
BlackRock
BlackRock
New York
+$71M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$283M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$105M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$101M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
276
Westpac Banking Corp
Australia
$1.09M -$1.75M -35,978 -65%
HPG
277
Harvest Portfolios Group
Ontario, Canada
$1.09M +$956K +19,645 New
AG
278
Algert Global
California
$1.08M +$190K +3,900 +25%
QT
279
Quantamental Technologies
New York
$1.08M +$76.6K +1,574 +9%
AAS
280
Ameritas Advisory Services
Nebraska
$1.07M +$256K +5,259 +38%
Creative Planning
281
Creative Planning
Kansas
$1.07M -$295K -6,064 -24%
MSE
282
MUFG Securities EMEA
United Kingdom
$1.05M -$641K -13,164 -41%
LOAME
283
Lombard Odier Asset Management (Europe)
United Kingdom
$1.04M -$78.4K -1,611 -8%
HRCM
284
Hood River Capital Management
Florida
$1.04M +$913K +18,745 New
WHG
285
Westwood Holdings Group
Texas
$1.01M +$890K +18,277 New
FAIM
286
Financial Advocates Investment Management
Washington
$1M +$53.5K +1,100 +6%
MWVC
287
Morgens Waterfall Vintiadis & Co
New York
$998K +$876K +18,000 New
Boston Partners
288
Boston Partners
Massachusetts
$993K +$872K +17,914 New
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$992K +$701K +14,400 +411%
PI
290
PGGM Investments
Netherlands
$989K +$868K +17,837 New
Cerity Partners
291
Cerity Partners
New York
$983K +$864K +17,744 New
BTWM
292
Baker Tilly Wealth Management
Wisconsin
$980K -$15.2K -312 -2%
IP
293
Intellectus Partners
California
$978K +$41.9K +861 +5%
BCIM
294
British Columbia Investment Management
British Columbia, Canada
$975K -$106K -2,181 -11%
MPPW
295
Mitchell & Pahl Private Wealth
Oklahoma
$965K +$18.1K +372 +2%
Lazard Asset Management
296
Lazard Asset Management
New York
$951K +$315K +6,478 +60%
ASN
297
Advisory Services Network
Georgia
$935K -$286K -5,882 -26%
IWA
298
Icon Wealth Advisors
Texas
$919K -$255K -5,241 -24%
DCM
299
Dupont Capital Management
Delaware
$911K +$787K +16,165 +5,773%
MCM
300
MAI Capital Management
Ohio
$910K +$7.64K +157 +1%
10 11
12
13 14

DOCU Hedge Fund Activity: Q4 2022 in Review

735 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2022, worth a combined $8.68B — up 4.5% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DOCU positions and 116 closed out — a net gain of 14 holders — while 218 added to existing stakes and 284 trimmed.

The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Flossbach Von Storch, cutting an estimated $283M.

  • 735 institutional investors held DocuSign (DOCU) as of Q4 2022, down from 737 in Q3 2022.
  • Funds reported $8.68B of DocuSign stock for Q4 2022, up 4.5% quarter-over-quarter.
  • 130 funds opened new DocuSign positions in Q4 2022 and 116 closed out, a net change of +14 holders.
  • The largest DocuSign buyer in Q4 2022 was Millennium Management, an estimated $101M added.
  • The largest DocuSign seller in Q4 2022 was Flossbach Von Storch, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2022.