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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
ARC
426
Advisor Resource Council
Texas
$400K +$268K +3,313 +91%
FHA
427
Flagship Harbor Advisors
Massachusetts
$396K -$115K -1,418 -17%
AT
428
Arden Trust
Delaware
$396K -$3.32K -41 -0.6%
CFA
429
Compass Financial Advisors
Indiana
$395K +$117K +1,443 +27%
Lido Advisors
430
Lido Advisors
California
$391K +$68.2K +842 +14%
BAAM
431
Baker Avenue Asset Management
California
$388K -$3.87M -47,762 -88%
PWS
432
Precision Wealth Strategies
Missouri
$382K +$122K +1,510 +32%
OR
433
Olympiad Research
Connecticut
$381K +$204K +2,516 +61%
CFM
434
Comprehensive Financial Management
California
$378K
CF
435
Centaurus Financial
California
$376K -$58.5K -723 -10%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$369K -$41.9K -517 -7%
PL
437
Parkwood LLC
Ohio
$368K +$342K +4,220 +192%
RIM
438
Redpoint Investment Management
Australia
$367K
JSC
439
Jackson Square Capital
California
$366K -$233K -2,877 -31%
VFA
440
Valeo Financial Advisors
Indiana
$361K -$5.18K -64 -1%
SAM
441
Sompo Asset Management
Japan
$355K -$364K -4,500 -42%
SCA
442
Snowden Capital Advisors
New York
$348K +$256K +3,159 +108%
PCS
443
Personal CFO Solutions
New Jersey
$345K -$42.7K -528 -8%
PCP
444
Proficio Capital Partners
Massachusetts
$343K +$25.4K +314 +6%
SFA
445
Souders Financial Advisors
Ohio
$340K -$6.64K -82 -1%
MYLI
446
Meiji Yasuda Life Insurance
Japan
$337K -$82.1K -1,014 -15%
GC
447
GFG Capital
Florida
$332K +$110K +1,354 +31%
Pacer Advisors
448
Pacer Advisors
Pennsylvania
$332K +$469K +5,792 New
KeyBank National Association
449
KeyBank National Association
Ohio
$331K +$7.12K +88 +2%
PCIA
450
Prime Capital Investment Advisors
Kansas
$330K +$19.7K +243 +4%

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.