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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
TWM
451
Titus Wealth Management
California
$325K +$103K +1,275 +29%
PWMAG
452
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$439K -5,425 -49%
PWM
453
Purus Wealth Management
California
$323K -$2.1K -26 -0.5%
BFEC
454
Benjamin F. Edwards & Company
Missouri
$322K -$13.2K -163 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
455
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$321K +$453K +5,595 New
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$320K +$20.9K +258 +5%
NFC
457
Northeast Financial Consultants
Connecticut
$317K -$536K -6,622 -55%
IWM
458
IHT Wealth Management
Illinois
$317K -$7.93K -98 -2%
B
459
Bailard
California
$317K
KA
460
Kovack Advisors
Florida
$309K -$69K -852 -14%
KPWS
461
Kestra Private Wealth Services
Texas
$309K -$31.2K -385 -7%
SCM
462
Silvant Capital Management
Georgia
$309K +$567 +7 +0.1%
OWP
463
Obermeyer Wealth Partners
Colorado
$308K -$13M -160,485 -97%
BA
464
Bristlecone Advisors
Washington
$308K -$85.3K -1,054 -16%
SIC
465
Sigma Investment Counselors
Michigan
$306K -$507K -6,263 -54%
AWM
466
Apollon Wealth Management
South Carolina
$304K +$20.6K +254 +5%
CG
467
Clarus Group
Texas
$304K +$202K +2,500 +89%
AIM
468
Artemis Investment Management
United Kingdom
$303K -$222K -2,746 -34%
GG
469
Gleason Group
Kentucky
$302K +$20.2K +250 +5%
MTIM
470
Marathon Trading Investment Management
Pennsylvania
$298K -$138K -1,700 -25%
IC
471
Intersect Capital
California
$296K -$1.86K -23 -0.4%
CTC
472
Central Trust Company
Missouri
$294K -$27K -333 -6%
FPGK
473
Financial Partners Group (Kansas)
Kansas
$290K -$34K -420 -8%
AC
474
Avestar Capital
New York
$289K -$120K -1,484 -23%
RGC
475
Roberts, Glore & Co
Illinois
$289K +$30.4K +375 +8%

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.