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DocuSign
DOCU

735 hedge funds and large institutions have $8.68B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 218 increasing their positions, 284 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

12% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 116

5% more capital invested

Capital invested by funds: $8.31B → $8.68B (+$377M)

2% more call options, than puts

Call options by funds: $1.01B | Put options by funds: $990M

0.5% more ownership

Funds ownership: 77.48% → 77.98% (+0.5%)

0% less funds holding

Funds holding: 737 → 735 (-2)

23% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 284

Holders
735
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.81%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
130
Increased
218
Reduced
284
Closed
116
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$101M
2
Coatue Management
Coatue Management
New York
+$91.3M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$81M
4
Morgan Stanley
Morgan Stanley
New York
+$75.9M
5
BlackRock
BlackRock
New York
+$71M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$283M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$105M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$101M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
351
BBJS Financial Advisors
Washington
$619K +$543K +11,162 New
KA
352
Kovack Advisors
Florida
$616K -$78.5K -1,613 -13%
WMSA
353
Weiss Multi-Strategy Advisers
New York
$615K +$540K +11,100 New
Federated Hermes
354
Federated Hermes
Pennsylvania
$611K -$28.7M -589,291 -98%
CA
355
Cetera Advisors
Colorado
$607K +$43.1K +885 +9%
GC
356
Garde Capital
Washington
$606K +$533K +10,940 New
MFG
357
Merit Financial Group
Georgia
$605K +$532K +10,919 New
TI
358
Tidal Investments
Wisconsin
$605K +$28.4K +583 +6%
Mackenzie Financial
359
Mackenzie Financial
Ontario, Canada
$604K -$431K -8,862 -45%
Public Sector Pension Investment Board (PSP Investments)
360
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$595K +$523K +10,741 New
DI
361
DFPG Investments
Utah
$589K +$481K +9,883 New
AL
362
Aspiriant LLC
California
$586K – – –
FGIM
363
First Growth Investment Manager
California
$582K -$1.55M -31,750 -75%
PA
364
Parallel Advisors
California
$575K -$82K -1,685 -14%
LNWTC
365
Laird Norton Wetherby Trust Company
Washington
$561K +$492K +10,116 New
CUAMC
366
China Universal Asset Management Company
China
$554K – – –
QFA
367
Quattro Financial Advisors
Texas
$554K – – –
DC
368
Davenport & Co
Virginia
$543K -$8.66K -178 -2%
SAM
369
Shell Asset Management
Netherlands
$542K -$73.3K -1,506 -13%
HH
370
Hilltop Holdings
Texas
$538K +$140K +2,885 +42%
RAM
371
Redmond Asset Management
Virginia
$536K +$20.2K +415 +4%
KeyBank National Association
372
KeyBank National Association
Ohio
$526K -$40.1K -823 -8%
VWM
373
Venturi Wealth Management
Texas
$524K -$240K -4,930 -34%
IAS
374
IMA Advisory Services
Colorado
$523K -$1.03M -21,178 -69%
MG
375
Marex Group
$521K +$458K +9,400 New
13 14
15
16 17

DOCU Hedge Fund Activity: Q4 2022 in Review

735 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2022, worth a combined $8.68B — up 4.5% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DOCU positions and 116 closed out — a net gain of 14 holders — while 218 added to existing stakes and 284 trimmed.

The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Flossbach Von Storch, cutting an estimated $283M.

  • 735 institutional investors held DocuSign (DOCU) as of Q4 2022, down from 737 in Q3 2022.
  • Funds reported $8.68B of DocuSign stock for Q4 2022, up 4.5% quarter-over-quarter.
  • 130 funds opened new DocuSign positions in Q4 2022 and 116 closed out, a net change of +14 holders.
  • The largest DocuSign buyer in Q4 2022 was Millennium Management, an estimated $101M added.
  • The largest DocuSign seller in Q4 2022 was Flossbach Von Storch, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2022.