We are live on ! Find out more
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
UBS AM
26
UBS AM
Illinois
$76.4M +$25.2M +402,661 +39%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$72.2M -$18.4M -293,368 -18%
EVM
28
Eaton Vance Management
Massachusetts
$71.3M -$2.04M -32,571 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$71M +$12.3M +196,105 +17%
Bank of America
30
Bank of America
North Carolina
$66.6M +$4.09M +65,196 +6%
Legal & General Group
31
Legal & General Group
United Kingdom
$62.1M -$3.54M -56,499 -5%
JP Morgan Chase
32
JP Morgan Chase
New York
$57.7M -$6.46M -103,100 -9%
Millennium Management
33
Millennium Management
New York
$54M -$22.8M -363,549 -26%
Wells Fargo
34
Wells Fargo
California
$52.9M -$983K -15,675 -2%
Select Equity Group
35
Select Equity Group
New York
$49.7M +$27.4M +437,100 +89%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$48.5M +$23.6M +377,077 +71%
Swiss National Bank
37
Swiss National Bank
Switzerland
$46.3M +$502K +8,000 +0.9%
Coatue Management
38
Coatue Management
New York
$46.3M +$22.8M +363,909 +72%
SI
39
Scout Investments
Missouri
$45.9M +$30.1M +479,823 +126%
UBS Group
40
UBS Group
Switzerland
$41M -$24.2M -386,017 -33%
N
41
Natixis
France
$37.3M +$31.8M +507,247 +266%
Parallax Volatility Advisers
42
Parallax Volatility Advisers
California
$37.1M +$22M +350,213 +102%
William Blair & Company
43
William Blair & Company
Illinois
$36M -$17.2M -275,143 -29%
ACH
44
ArrowMark Colorado Holdings
Colorado
$35.1M +$3.42M +54,486 +9%
GGHC
45
Gilder Gagnon Howe & Co
New York
$34.1M -$1.29M -20,655 -3%
Kayne Anderson Rudnick Investment Management
46
Kayne Anderson Rudnick Investment Management
California
$33.8M -$1.97M -31,427 -5%
Charles Schwab
47
Charles Schwab
California
$33.7M +$469K +7,476 +1%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$33.7M +$1.68M +26,734 +5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$32.9M +$5.3M +84,596 +16%
Barclays
50
Barclays
United Kingdom
$32.5M -$16.1M -257,015 -30%

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.