We are live on ! Find out more
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
BMSSC
376
B. Metzler seel. Sohn & Co
Germany
$470K -$194K -3,096 -26%
MF
377
Manchester Financial
California
$468K +$105K +1,672 +24%
MYAM
378
Meiji Yasuda Asset Management
Japan
$463K -$18.8K -300 -3%
BPA
379
Beacon Pointe Advisors
California
$462K +$19.8K +316 +4%
RWB
380
RMR Wealth Builders
New Jersey
$458K +$537K +8,572 New
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$446K -$40.4K -645 -7%
PAG
382
Private Advisor Group
New Jersey
$442K -$31K -494 -6%
DZ Bank
383
DZ Bank
Germany
$441K
Cetera Investment Advisers
384
Cetera Investment Advisers
Illinois
$439K -$133K -2,116 -20%
LG
385
LaFleur & Godfrey
Michigan
$438K -$47.3K -755 -8%
MCIA
386
Mountain Capital Investment Advisors
Colorado
$438K +$590K +9,414 New
PFS
387
Prospera Financial Services
Texas
$425K -$100K -1,602 -17%
1W
388
1776 Wealth
Georgia
$423K -$94K -1,500 -16%
CF
389
Centaurus Financial
California
$423K +$85K +1,356 +21%
RGC
390
Roberts, Glore & Co
Illinois
$423K +$180K +2,875 +57%
CIBC World Market
391
CIBC World Market
Ontario, Canada
$421K +$26.8K +428 +6%
HCM
392
Hollencrest Capital Management
California
$419K
Bank Julius Baer & Co
393
Bank Julius Baer & Co
Switzerland
$416K -$143K -2,283 -23%
BCV
394
Banque Cantonale Vaudoise
Switzerland
$415K
LCM
395
Lattice Capital Management
Washington
$415K
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$412K +$80.9K +1,291 +20%
Prudential Financial
397
Prudential Financial
New Jersey
$406K -$71.5K -1,140 -13%
WAP
398
Wealthcare Advisory Partners
Pennsylvania
$404K +$11.3K +180 +2%
Mercer Global Advisors
399
Mercer Global Advisors
Colorado
$398K -$94.9K -1,513 -17%
ETC
400
Exchange Traded Concepts
Oklahoma
$395K -$133K -2,128 -22%

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.