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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
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$551K -$123K -1,965 -16%
KeyBank National Association
352
KeyBank National Association
Ohio
$551K +$284K +4,535 +79%
FCA
353
FinTrust Capital Advisors
South Carolina
$545K +$126K +2,007 +22%
CNC
354
Canandaigua National Corp
New York
$543K -$5.77K -92 -0.9%
HT
355
HAP Trading
New York
$540K -$4.95K -79 -0.8%
NW
356
NewEdge Wealth
Pennsylvania
$539K -$127K -2,022 -17%
CA
357
Cetera Advisors
Colorado
$539K -$21.4K -341 -3%
CUAMC
358
China Universal Asset Management Company
China
$535K
QFA
359
Quattro Financial Advisors
Texas
$535K
DC
360
Davenport & Co
Virginia
$533K +$4.08K +65 +0.7%
HPWM
361
Highland Private Wealth Management
Washington
$522K +$612K +9,754 New
SCP
362
Stamos Capital Partners
California
$518K +$369K +5,880 +155%
VPIM
363
Vanguard Personalized Indexing Management
California
$517K +$35.2K +562 +6%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K -$1.25K -20 -0.2%
SFG
365
Synergy Financial Group
California
$504K
USCWA
366
U.S. Capital Wealth Advisors
Texas
$501K -$170K -2,710 -22%
FIA
367
Foundations Investment Advisors
Arizona
$497K +$385K +6,139 +194%
RAM
368
Redmond Asset Management
Virginia
$495K +$76.9K +1,227 +15%
WI
369
WrapManager Inc
California
$493K -$46.3K -738 -7%
EOJOAM
370
E. Ohman J:or Asset Management
Sweden
$492K
PP
371
PDT Partners
New York
$487K +$571K +9,100 New
BG
372
Bollard Group
Massachusetts
$484K
LNWWM
373
Laird Norton Wetherby Wealth Management
California
$481K +$215K +3,423 +61%
CMI
374
Clare Market Investments
Texas
$480K +$562K +8,970 New
ZCA
375
Zeke Capital Advisors
Pennsylvania
$474K

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.