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DOCU

DocuSign
DOCU

711 hedge funds and large institutions have $8.15B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 77.29% → 78.66% (+1.4%)

2% less funds holding

Funds holding: 726 → 711 (-15)

11% less capital invested

Capital invested by funds: $9.14B → $8.15B (-$995M)

13% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 96

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

20% less call options, than puts

Call options by funds: $594M | Put options by funds: $747M

21% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 276

Holders
711
Holders Change
-15
Holders Change %
-2.07%
% of All Funds
11.16%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
219
Reduced
276
Closed
96
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$170M
2
NMO
Newlands Management Operations
Texas
+$91.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$78M
4
Man Group
Man Group
United Kingdom
+$59.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.8M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$306M
2
Coatue Management
Coatue Management
New York
-$171M
3
Morgan Stanley
Morgan Stanley
New York
-$38M
4
Ameriprise
Ameriprise
Minnesota
-$37.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
326
MetLife Investment Management
New Jersey
$635K +$24.2K +457 +4%
Prudential Financial
327
Prudential Financial
New Jersey
$632K +$100K +1,893 +22%
ESCM
328
Echo Street Capital Management
New York
$631K +$377K +7,120 +136%
AA
329
ALPS Advisors
Colorado
$627K +$254K +4,795 +64%
TCBWMS
330
Texas Capital Bank Wealth Management Services
Texas
$613K +$106K +2,000 +20%
M&T Bank
331
M&T Bank
New York
$612K -$33.9K -641 -5%
CG
332
Cutler Group
California
$611K -$386K -7,281 -38%
STA
333
Summit Trail Advisors
New York
$611K +$18.2K +343 +3%
Truist Financial
334
Truist Financial
North Carolina
$607K -$188K -3,555 -23%
SWM
335
SeaCrest Wealth Management
New York
$599K +$4.71K +89 +0.8%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$599K -$33.5K -632 -5%
PAG
337
Private Advisor Group
New Jersey
$597K +$70.9K +1,339 +13%
TI
338
Tidal Investments
Wisconsin
$581K -$35K -660 -5%
SOADOR
339
State of Alaska Department of Revenue
Alaska
$581K +$603K +11,390 New
DI
340
DFPG Investments
Utah
$570K +$50.2K +947 +10%
MFG
341
Merit Financial Group
Georgia
$562K -$11.4K -215 -2%
VF
342
Virtu Financial
New York
$556K +$576K +10,874 New
MA
343
Mutual Advisors
Nebraska
$551K -$73K -1,379 -11%
WIM
344
Waycross Investment Management
Washington
$543K -$24.6K -464 -4%
VWM
345
Venturi Wealth Management
Texas
$543K – – –
LBWM
346
Left Brain Wealth Management
Illinois
$542K +$4.24K +80 +0.8%
AL
347
Aspiriant LLC
California
$539K – – –
DC
348
Davenport & Co
Virginia
$537K +$29.4K +555 +6%
IAS
349
IMA Advisory Services
Colorado
$536K +$32.9K +622 +6%
M1FG
350
Mach-1 Financial Group
Arkansas
$533K +$553K +10,441 New
12 13
14
15 16

DOCU Hedge Fund Activity: Q2 2023 in Review

711 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2023, worth a combined $8.15B — down 11% from $9.14B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of DOCU and 84 opened new positions — a net loss of 12 holders — while 276 trimmed existing stakes and 219 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $170M. The largest seller was Fisher Asset Management, cutting an estimated $306M.

  • 711 institutional investors held DocuSign (DOCU) as of Q2 2023, down from 726 in Q1 2023.
  • Funds reported $8.15B of DocuSign stock for Q2 2023, down 11% quarter-over-quarter.
  • 84 funds opened new DocuSign positions in Q2 2023 and 96 closed out, a net change of -12 holders.
  • The largest DocuSign buyer in Q2 2023 was T. Rowe Price Associates, an estimated $170M added.
  • The largest DocuSign seller in Q2 2023 was Fisher Asset Management, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2023.