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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
LCM
401
Lattice Capital Management
Washington
$479K
BPA
402
Beacon Pointe Advisors
California
$478K -$1.03M -12,753 -60%
ACM
403
Aljian Capital Management
Nevada
$475K +$71.4K +882 +12%
DZ Bank
404
DZ Bank
Germany
$473K
RI
405
Ridgewood Investments
New Jersey
$473K +$29.1K +360 +5%
HH
406
Hilltop Holdings
Texas
$470K +$306K +3,778 +86%
RAM
407
Redmond Asset Management
Virginia
$461K +$1.13K +14 +0.2%
EI
408
Ethic Inc
New York
$452K -$185K -2,283 -22%
HCM
409
Hollencrest Capital Management
California
$450K -$152K -1,877 -19%
BCV
410
Banque Cantonale Vaudoise
Switzerland
$446K -$4.29K -53 -0.7%
SLAM
411
Swiss Life Asset Management
$446K +$215K +2,653 +52%
LWAC
412
Laurel Wealth Advisors (California)
California
$444K +$165K +2,037 +36%
ECG
413
Edge Capital Group
Georgia
$437K -$139K -1,716 -63%
CB
414
Commerce Bank
Missouri
$430K +$374K +4,617 +160%
CIBC World Market
415
CIBC World Market
Ontario, Canada
$428K -$376K -4,640 -38%
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$423K -$207K -2,551 -26%
Verition Fund Management
417
Verition Fund Management
Connecticut
$419K +$94.1K +1,162 +19%
SPC
418
Sigma Planning Corp
Michigan
$415K -$258K -3,182 -31%
BMCM
419
Bryn Mawr Capital Management
Pennsylvania
$414K +$231K +2,857 +66%
NIM
420
NuWave Investment Management
New Jersey
$411K +$87.5K +1,081 +18%
EH
421
Equitable Holdings
New York
$409K +$105K +1,296 +22%
MF
422
Manchester Financial
California
$406K +$45.3K +560 +9%
GWM
423
Geneos Wealth Management
Colorado
$405K +$309K +3,822 +136%
CC
424
Clearline Capital
New York
$402K +$567K +7,009 New
SWP
425
Stratos Wealth Partners
Ohio
$400K -$71.4K -882 -11%

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.