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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
AAS
301
Avantax Advisory Services
Texas
$787K +$80.7K +1,287 +10%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$786K -$5.58M -88,933 -86%
TLCM
303
Twin Lakes Capital Management
California
$783K +$918K +14,642 New
HLA
304
Hamilton Lane Advisors
Pennsylvania
$779K
CCM
305
CAAS Capital Management
New York
$779K +$12.5K +200 +1%
VWM
306
Venturi Wealth Management
Texas
$769K +$42.3K +674 +5%
S
307
Surevest
California
$757K +$198K +3,154 +29%
AAS
308
Ameritas Advisory Services
Nebraska
$748K +$39K +622 +5%
CTC (Chicago Trading Company)
309
CTC (Chicago Trading Company)
Illinois
$743K -$635K -10,125 -42%
MA
310
Mutual Advisors
Nebraska
$743K +$55.5K +885 +7%
SPIA
311
Steward Partners Investment Advisory
New York
$734K -$27.6K -440 -3%
APA
312
American Portfolios Advisors
New York
$716K -$29K -463 -3%
BIAS
313
Beacon Investment Advisory Services
New Jersey
$714K -$32.8K -523 -4%
TC
314
Titleist Capital
Texas
$710K +$300K +4,787 +56%
BBA
315
Baader Bank Aktiengesellschaft
Germany
$706K
AFAS
316
Acorn Financial Advisory Services
Virginia
$697K +$47.8K +762 +6%
BSI
317
Bennett Selby Investments
Maine
$695K
RWA
318
Roberts Wealth Advisors
California
$693K +$66.8K +1,065 +9%
EL
319
Essex LLC
Illinois
$691K -$33.7K -538 -4%
KA
320
Kovack Advisors
Florida
$681K +$461K +7,348 +136%
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$676K +$7.96K +127 +1%
RCA
322
Resonant Capital Advisors
Wisconsin
$672K +$7.77K +124 +1%
CM
323
Caption Management
Oklahoma
$669K -$370K -5,900 -32%
Bank of Nova Scotia
324
Bank of Nova Scotia
Ontario, Canada
$668K +$782K +12,481 New
IAIM
325
Industrial Alliance Investment Management
Quebec, Canada
$666K +$29.5K +471 +4%

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.