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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
P
476
&Partners
Tennessee
$288K +$10.9K +135 +3%
HGERS
477
Householder Group Estate & Retirement Specialist
Arizona
$287K -$164K -2,029 -29%
AWS
478
Atria Wealth Solutions
New York
$277K -$462K -5,704 -54%
LA
479
Legacy Advisors
Pennsylvania
$277K +$3K +37 +0.8%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$276K +$85.6K +1,057 +28%
AAS
481
Annex Advisory Services
Wisconsin
$275K +$388K +4,798 New
GA
482
GoalVest Advisory
New York
$274K -$2.51K -31 -0.7%
JSL
483
JT Stratford LLC
Georgia
$273K -$1.76M -21,789 -82%
MWA
484
Meridian Wealth Advisors
Texas
$271K +$26.2K +324 +7%
TWC
485
TD Waterhouse Canada
Ontario, Canada
$271K +$299K +3,694 +561%
CF
486
Copperwynd Financial
Arizona
$270K -$18.8K -232 -5%
NFSG
487
Newbridge Financial Services Group
Florida
$269K -$10.6K -131 -3%
RB
488
Rodgers Brothers
Pennsylvania
$267K +$76.9K +950 +26%
BS
489
Boenning & Scattergood
Pennsylvania
$266K -$93.5K -1,155 -20%
VI
490
Vestcor Inc
New Brunswick, Canada
$264K +$121K +1,493 +48%
PWP
491
Perfromance Wealth Partners
Illinois
$257K -$2.43K -30 -0.7%
NA
492
NewEdge Advisors
Louisiana
$256K +$362K +4,470 New
TIS
493
Tortoise Index Solutions
Kansas
$255K +$18.7K +231 +5%
MFAM
494
Motley Fool Asset Management
Virginia
$255K +$316K +3,900 New
EF
495
Empowered Funds
Pennsylvania
$255K +$360K +4,449 New
RJT
496
Raymond James Trust
Florida
$253K +$16.1K +199 +5%
MCC
497
Malaga Cove Capital
California
$252K +$149K +1,840 +71%
GBWM
498
Granite Bay Wealth Management
New Hampshire
$251K +$26.6K +329 +8%
HAS
499
HBW Advisory Services
California
$251K +$92K +1,136 +35%
IA
500
Inspire Advisors
Idaho
$249K +$351K +4,333 New

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.