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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
KCM
401
KLK Capital Management
California
$394K +$463K +7,381 New
Franklin Resources
402
Franklin Resources
California
$392K -$6.25M -99,770 -93%
BIA
403
Benchmark Investment Advisors
Illinois
$391K -$92.5K -1,475 -17%
LWAC
404
Laurel Wealth Advisors (California)
California
$390K -$27.1K -433 -6%
EH
405
Equitable Holdings
New York
$390K +$10.5K +167 +2%
BMCM
406
Bryn Mawr Capital Management
Pennsylvania
$385K -$502 -8 -0.1%
ACM
407
Aljian Capital Management
Nevada
$384K -$79.3K -1,265 -15%
FHA
408
Flagship Harbor Advisors
Massachusetts
$379K +$12.2K +194 +3%
MCC
409
Malaga Cove Capital
California
$373K +$160K +2,552 +58%
HH
410
Hilltop Holdings
Texas
$365K -$85.9K -1,370 -17%
AT
411
Arden Trust
Delaware
$365K -$5.01K -80 -1%
NFC
412
Northeast Financial Consultants
Connecticut
$360K +$75.2K +1,200 +22%
CFM
413
Comprehensive Financial Management
California
$353K
SCA
414
Snowden Capital Advisors
New York
$352K +$31.8K +508 +8%
Impax Asset Management Group
415
Impax Asset Management Group
United Kingdom
$351K -$426K -6,790 -51%
CCP
416
Carmel Capital Partners
California
$347K +$171K +2,732 +73%
KPWS
417
Kestra Private Wealth Services
Texas
$345K +$66.3K +1,057 +20%
EI
418
Ethic Inc
New York
$343K -$91K -1,451 -18%
GC
419
GFG Capital
Florida
$340K +$35.8K +571 +10%
JSC
420
Jackson Square Capital
California
$337K -$5.14K -82 -1%
Lido Advisors
421
Lido Advisors
California
$334K -$36K -574 -8%
PCS
422
Personal CFO Solutions
New Jersey
$334K +$14.4K +229 +4%
CAM
423
Cresset Asset Management
Illinois
$329K -$295K -4,703 -43%
CCP
424
Corient Capital Partners
California
$327K +$358K +5,706 New
PCP
425
Proficio Capital Partners
Massachusetts
$326K +$1.07K +17 +0.3%

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.