We are live on ! Find out more
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
BRWA
376
B. Riley Wealth Advisors
Florida
$567K -$406K -5,016 -34%
GCP
377
GSA Capital Partners
United Kingdom
$556K +$593K +7,328 +310%
SFO
378
Stokes Family Office
Louisiana
$549K +$41.3K +510 +6%
PFS
379
Prospera Financial Services
Texas
$548K +$67.2K +830 +10%
ETC
380
Exchange Traded Concepts
Oklahoma
$546K +$93.9K +1,160 +14%
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$544K +$367K +4,529 +92%
SFG
382
Synergy Financial Group
California
$541K -$2.67K -33 -0.3%
1W
383
1776 Wealth
Georgia
$540K -$8.1K -100 -1%
TAF
384
Tredje AP-fonden
Sweden
$536K
Jennison Associates
385
Jennison Associates
New York
$535K +$755K +9,327 New
VIA
386
Vident Investment Advisory
Georgia
$532K -$510K -6,298 -40%
EOJOAM
387
E. Ohman J:or Asset Management
Sweden
$528K
VPIM
388
Vanguard Personalized Indexing Management
California
$523K +$214K +2,643 +41%
BG
389
Bollard Group
Massachusetts
$519K
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
$516K -$64.6K -798 -8%
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$515K +$351K +4,335 +94%
LG
392
LaFleur & Godfrey
Michigan
$514K -$117K -1,440 -14%
MYAM
393
Meiji Yasuda Asset Management
Japan
$514K +$13.3K +164 +2%
Prudential Financial
394
Prudential Financial
New Jersey
$513K +$106K +1,308 +18%
ZCA
395
Zeke Capital Advisors
Pennsylvania
$509K -$665K -8,212 -48%
TI
396
Tidal Investments
Wisconsin
$507K +$373K +4,610 +109%
BIA
397
Benchmark Investment Advisors
Illinois
$505K -$234K -2,892 -25%
PAG
398
Private Advisor Group
New Jersey
$503K -$577K -7,122 -45%
TC
399
Titleist Capital
Texas
$487K +$478K +5,902 +228%
DF
400
Donoghue Forlines
Massachusetts
$481K +$75.3K +930 +12%

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.