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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
RCAG
451
Rehmann Capital Advisory Group
Michigan
$278K +$24K +383 +8%
GWM
452
Geneos Wealth Management
Colorado
$274K -$93K -1,484 -22%
CTC
453
Central Trust Company
Missouri
$274K
NFSG
454
Newbridge Financial Services Group
Florida
$269K +$21.8K +347 +7%
FPGK
455
Financial Partners Group (Kansas)
Kansas
$266K -$4.64K -74 -1%
IWM
456
IHT Wealth Management
Illinois
$263K -$39K -622 -11%
PWP
457
Perfromance Wealth Partners
Illinois
$263K +$27.3K +436 +10%
EF
458
Empowered Funds
Pennsylvania
$263K +$30K +478 +11%
BMWM
459
Brown Miller Wealth Management
Virginia
$259K +$50.6K +807 +20%
PWM
460
Purus Wealth Management
California
$258K -$50.2K -800 -14%
IWC
461
Integrated Wealth Concepts
Massachusetts
$258K +$51.1K +815 +20%
CWA
462
Canvas Wealth Advisors
Kansas
$257K -$840K -13,401 -72%
CG
463
Clarus Group
Texas
$256K -$31.3K -500 -9%
MWA
464
Meridian Wealth Advisors
Texas
$253K
VI
465
Vestcor Inc
New Brunswick, Canada
$252K +$6.58K +105 +2%
RB
466
Rodgers Brothers
Pennsylvania
$249K
Citadel Advisors
467
Citadel Advisors
Florida
$248K -$9.55M -152,367 -97%
GBWM
468
Granite Bay Wealth Management
New Hampshire
$245K +$14.1K +225 +5%
ER
469
Enlightenment Research
Florida
$241K +$282K +4,504 New
MA
470
Modus Advisors
Minnesota
$239K -$448K -7,144 -62%
TMAM
471
Tokio Marine Asset Management
Japan
$236K +$43.3K +690 +19%
CCFM
472
Clear Creek Financial Management
Washington
$235K +$5.96K +95 +2%
AIP
473
Ameritas Investment Partners
Nebraska
$235K +$6.27K +100 +2%
BFM
474
Boothbay Fund Management
New York
$234K +$275K +4,385 New
IA
475
Inspire Advisors
Idaho
$232K -$188 -3 -0.1%

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.