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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
CFA
426
Compass Financial Advisors
Indiana
$324K -$51.7K -825 -12%
TA
427
Tiedemann Advisors
New York
$323K +$379K +6,043 New
OR
428
Olympiad Research
Connecticut
$321K -$39.7K -633 -10%
Pacer Advisors
429
Pacer Advisors
Pennsylvania
$318K +$9.65K +154 +3%
MYLI
430
Meiji Yasuda Life Insurance
Japan
$314K
WA
431
Wasatch Advisors
Utah
$310K -$14.4M -230,297 -98%
RIM
432
Redpoint Investment Management
Australia
$302K -$47.8K -762 -12%
Allspring Global Investments
433
Allspring Global Investments
North Carolina
$302K +$116K +1,855 +49%
B
434
Bailard
California
$295K
TIS
435
Tortoise Index Solutions
Kansas
$293K +$65.1K +1,038 +23%
VFA
436
Valeo Financial Advisors
Indiana
$292K -$52.7K -840 -13%
SWP
437
Stratos Wealth Partners
Ohio
$289K -$97.9K -1,561 -22%
OWP
438
Obermeyer Wealth Partners
Colorado
$289K +$1.82K +29 +0.5%
BA
439
Bristlecone Advisors
Washington
$289K +$2.38K +38 +0.7%
NA
440
NewEdge Advisors
Louisiana
$289K +$59K +941 +21%
SW
441
SVB Wealth
Massachusetts
$289K +$339K +5,408 New
SCM
442
Silvant Capital Management
Georgia
$287K -$1.5K -24 -0.4%
AWM
443
Apollon Wealth Management
South Carolina
$286K +$3.76K +60 +1%
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$283K +$208K +3,324 +167%
CF
445
Copperwynd Financial
Arizona
$282K +$35.3K +563 +12%
GG
446
Gleason Group
Kentucky
$281K
AP
447
Americana Partners
Texas
$280K +$396K +6,320 New
BFEC
448
Benjamin F. Edwards & Company
Missouri
$279K -$25.2K -402 -7%
BA
449
Bridgewater Associates
Connecticut
$278K -$758K -12,084 -70%
RJT
450
Raymond James Trust
Florida
$278K +$50.4K +804 +18%

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.