DocuSign
DOCU
662 hedge funds and large institutions have $6.37B invested in DocuSign in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 216 increasing their positions, 247 reducing their positions, and 110 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less call options, than puts
Call options by funds: $509M | Put options by funds: $527M
4.54% less ownership
Funds ownership: 78.66% → 74.12% (-4.5%)
7% less funds holding
Funds holding: 711 → 662 (-49)
13% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 247
22% less capital invested
Capital invested by funds: $8.15B → $6.37B (-$1.77B)
35% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$169M |
| 2 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
+$68M |
| 3 |
Jane Street
New York
|
+$59.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$55.7M |
| 5 |
BlackRock
New York
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$413M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$155M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$88.5M |
| 4 |
Coatue Management
New York
|
-$56M |
| 5 |
Man Group
London,
United Kingdom
|
-$55.1M |
DOCU Hedge Fund Activity: Q3 2023 in Review
662 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q3 2023, worth a combined $6.37B — down 22% from $8.15B a quarter earlier.
Sellers outnumbered buyers: 110 funds closed out of DOCU and 72 opened new positions — a net loss of 38 holders — while 247 trimmed existing stakes and 216 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $169M. The largest seller was Polen Capital Management, cutting an estimated $413M.
- 662 institutional investors held DocuSign (DOCU) as of Q3 2023, down from 711 in Q2 2023.
- Funds reported $6.37B of DocuSign stock for Q3 2023, down 22% quarter-over-quarter.
- 72 funds opened new DocuSign positions in Q3 2023 and 110 closed out, a net change of -38 holders.
- The largest DocuSign buyer in Q3 2023 was T. Rowe Price Associates, an estimated $169M added.
- The largest DocuSign seller in Q3 2023 was Polen Capital Management, an estimated $413M sold.
Based on aggregated 13F filings for Q3 2023.