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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
CWM
351
CIBC World Markets
New York
$639K +$438K +5,412 +94%
S
352
Surevest
California
$632K +$395K +4,885 +80%
NWM
353
NEIRG Wealth Management
Massachusetts
$619K +$80.4K +993 +10%
Walleye Capital
354
Walleye Capital
New York
$619K +$873K +10,781 New
Lazard Asset Management
355
Lazard Asset Management
New York
$617K -$4.61M -56,914 -84%
GAA
356
Green Alpha Advisors
Colorado
$617K +$485K +5,993 +126%
RA
357
Resolute Advisors
California
$616K
HVM
358
Harvest Volatility Management
Connecticut
$615K -$108K -1,334 -11%
GCM
359
Graham Capital Management
Connecticut
$614K +$95.9K +1,184 +12%
AL
360
Aspiriant LLC
California
$607K +$2.19K +27 +0.3%
CA
361
Cetera Advisors
Colorado
$598K -$170K -2,104 -17%
M&T Bank
362
M&T Bank
New York
$598K +$82.1K +1,014 +11%
FCA
363
FinTrust Capital Advisors
South Carolina
$595K +$54.3K +671 +8%
Cetera Investment Advisers
364
Cetera Investment Advisers
Illinois
$593K -$24.6K -304 -3%
CAM
365
Cresset Asset Management
Illinois
$590K -$32.8K -405 -4%
CNC
366
Canandaigua National Corp
New York
$588K -$18.1K -223 -2%
HT
367
HAP Trading
New York
$584K +$823K +10,170 New
CG
368
Cutler Group
California
$581K -$259K -3,203 -24%
LNWTC
369
Laird Norton Wetherby Trust Company
Washington
$580K -$4.64M -57,359 -85%
Bank Julius Baer & Co
370
Bank Julius Baer & Co
Switzerland
$577K -$15.4K -190 -2%
Neuberger Berman Group
371
Neuberger Berman Group
New York
$574K -$3.36M -41,561 -81%
QFA
372
Quattro Financial Advisors
Texas
$574K -$138K -1,700 -15%
CUAMC
373
China Universal Asset Management Company
China
$574K
WI
374
WrapManager Inc
California
$571K -$33.7K -416 -4%
DC
375
Davenport & Co
Virginia
$569K -$23.7K -293 -3%

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.