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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
Wolverine Trading
326
Wolverine Trading
Illinois
$733K -$159K -1,969 -14%
AG
327
Algert Global
California
$730K +$379K +4,687 +58%
MIAN
328
Mariner Independent Advisor Network
Kansas
$723K +$879K +10,856 New
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$718K +$158K +1,953 +18%
RCA
330
Resonant Capital Advisors
Wisconsin
$714K -$10.1K -125 -1%
JAFL
331
Jay A. Fishman Ltd
Michigan
$713K
PA
332
Parallel Advisors
California
$709K -$325K -4,014 -25%
MCM
333
MAI Capital Management
Ohio
$709K -$51.6K -637 -5%
AFAS
334
Acorn Financial Advisory Services
Virginia
$704K -$152K -1,877 -13%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$704K +$171K +2,113 +21%
MIM
336
MetLife Investment Management
New Jersey
$703K -$19K -235 -2%
NW
337
NewEdge Wealth
Pennsylvania
$695K +$332K +4,107 +51%
USCWA
338
U.S. Capital Wealth Advisors
Texas
$694K -$135K -1,670 -12%
IAIM
339
Industrial Alliance Investment Management
Quebec, Canada
$688K +$48.3K +596 +5%
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$686K +$8.1K +100 +0.9%
TCM
341
Tran Capital Management
California
$684K -$114K -1,405 -11%
CCM
342
Covington Capital Management
California
$684K -$32.8K -405 -3%
BMSSC
343
B. Metzler seel. Sohn & Co
Germany
$682K +$238K +2,945 +33%
WWM
344
Western Wealth Management
Colorado
$680K -$51.8K -640 -5%
IFG
345
Independent Financial Group
California
$669K +$95.4K +1,178 +11%
MA
346
Modus Advisors
Minnesota
$666K -$6.8K -84 -0.7%
MJB
347
Mark J. Bradley
$664K +$436K +5,385 +87%
BIP
348
Bouvel Investment Partners
Pennsylvania
$643K +$23K +284 +3%
TSS
349
Two Sigma Securities
New York
$643K +$422K +5,211 +87%
XT
350
XTX Topco
Cayman Islands
$641K +$292K +3,604 +48%

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.