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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
JAFL
326
Jay A. Fishman Ltd
Michigan
$664K
LP
327
LMR Partners
United Kingdom
$663K -$1.23M -19,608 -61%
MJB
328
Mark J. Bradley
$663K +$51.7K +825 +7%
AFA
329
Abacus FCF Advisors
Florida
$660K +$774K +12,345 New
MIM
330
MetLife Investment Management
New Jersey
$655K +$502 +8 +0.1%
VIA
331
Vident Investment Advisory
Georgia
$655K +$198K +3,160 +34%
WS
332
Wedbush Securities
California
$648K -$173K -2,766 -19%
PA
333
Parallel Advisors
California
$645K -$17.8K -284 -2%
CCM
334
Covington Capital Management
California
$638K +$564 +9 +0.1%
RA
335
Resolute Advisors
California
$632K +$68.5K +1,092 +10%
WWM
336
Western Wealth Management
Colorado
$631K -$125 -2 -0%
AWS
337
Atria Wealth Solutions
New York
$619K +$424K +6,756 +140%
M&T Bank
338
M&T Bank
New York
$617K +$58.9K +939 +9%
MIAN
339
Mariner Independent Advisor Network
Kansas
$610K +$34.8K +555 +5%
SAM
340
Shell Asset Management
Netherlands
$604K -$185K -2,955 -21%
CB
341
Commerce Bank
Missouri
$604K +$238K +3,804 +51%
NWM
342
NEIRG Wealth Management
Massachusetts
$589K +$14.3K +228 +2%
GAA
343
Green Alpha Advisors
Colorado
$579K +$4.26K +68 +0.6%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$577K +$6.27K +100 +0.9%
HVM
345
Harvest Volatility Management
Connecticut
$576K -$17.9K -286 -3%
Lazard Asset Management
346
Lazard Asset Management
New York
$572K -$3.45K -55 -0.5%
AL
347
Aspiriant LLC
California
$565K
JG
348
Jefferies Group
New York
$558K +$654K +10,435 New
IFG
349
Independent Financial Group
California
$556K -$79.6K -1,270 -11%
TI
350
Tidal Investments
Wisconsin
$552K +$93.1K +1,485 +17%

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.