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DOCU

DocuSign
DOCU

711 hedge funds and large institutions have $8.15B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 77.29% → 78.66% (+1.4%)

2% less funds holding

Funds holding: 726 → 711 (-15)

11% less capital invested

Capital invested by funds: $9.14B → $8.15B (-$995M)

13% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 96

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

20% less call options, than puts

Call options by funds: $594M | Put options by funds: $747M

21% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 276

Holders
711
Holders Change
-15
Holders Change %
-2.07%
% of All Funds
11.16%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
84
Increased
219
Reduced
276
Closed
96
Calls
$594M
Puts
$747M
Net Calls
-$153M
Net Calls Change
+$93.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$170M
2
NMO
Newlands Management Operations
Texas
+$91.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$78M
4
Man Group
Man Group
United Kingdom
+$59.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.8M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$306M
2
Coatue Management
Coatue Management
New York
-$171M
3
Morgan Stanley
Morgan Stanley
New York
-$38M
4
Ameriprise
Ameriprise
Minnesota
-$37.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Meridian Wealth Management
Kentucky
$310K +$321K +6,062 New
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$309K -$71.5K -1,351 -18%
SPM
428
Symmetry Peak Management
Pennsylvania
$307K +$318K +6,000 New
BA
429
Bristlecone Advisors
Washington
$305K -$10K -189 -3%
Loomis, Sayles & Company
430
Loomis, Sayles & Company
Massachusetts
$303K +$314K +5,925 New
TC
431
Truvestments Capital
Florida
$302K -$8.37K -158 -3%
CC
432
Corton Capital
Ontario, Canada
$301K +$312K +5,897 New
IA
433
Inspire Advisors
Idaho
$298K +$26.7K +504 +9%
BFM
434
Boothbay Fund Management
New York
$297K +$122K +2,312 +66%
PCS
435
Personal CFO Solutions
New Jersey
$296K -$1.11K -21 -0.4%
AWM
436
Apollon Wealth Management
South Carolina
$296K +$19.7K +372 +7%
WWM
437
Western Wealth Management
Colorado
$295K -$1.32K -25 -0.4%
BIAS
438
Beacon Investment Advisory Services
New Jersey
$292K -$97.4K -1,840 -24%
NA
439
NewEdge Advisors
Louisiana
$289K +$50.5K +954 +20%
DF
440
Donoghue Forlines
Massachusetts
$287K +$297K +5,609 New
Acadian Asset Management
441
Acadian Asset Management
Massachusetts
$286K -$1.66M -31,326 -85%
QT
442
Quantamental Technologies
New York
$285K +$295K +5,570 New
WAG
443
Wallace Advisory Group
California
$284K – – –
SCM
444
Silvant Capital Management
Georgia
$282K +$7.84K +148 +3%
BMWM
445
Brown Miller Wealth Management
Virginia
$277K +$21.1K +398 +8%
IIA
446
IPG Investment Advisors
California
$276K +$286K +5,395 New
CG
447
Cynosure Group
Utah
$275K +$286K +5,391 New
VIM
448
Vinva Investment Management
Australia
$271K -$49.9K -942 -15%
RCAG
449
Rehmann Capital Advisory Group
Michigan
$268K -$106 -2 -0%
UC
450
Unio Capital
New Jersey
$266K – – –
16 17
18
19 20

DOCU Hedge Fund Activity: Q2 2023 in Review

711 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2023, worth a combined $8.15B — down 11% from $9.14B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of DOCU and 84 opened new positions — a net loss of 12 holders — while 276 trimmed existing stakes and 219 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $170M. The largest seller was Fisher Asset Management, cutting an estimated $306M.

  • 711 institutional investors held DocuSign (DOCU) as of Q2 2023, down from 726 in Q1 2023.
  • Funds reported $8.15B of DocuSign stock for Q2 2023, down 11% quarter-over-quarter.
  • 84 funds opened new DocuSign positions in Q2 2023 and 96 closed out, a net change of -12 holders.
  • The largest DocuSign buyer in Q2 2023 was T. Rowe Price Associates, an estimated $170M added.
  • The largest DocuSign seller in Q2 2023 was Fisher Asset Management, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2023.