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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
FNBT
476
FineMark National Bank & Trust
Florida
$231K +$12.5K +200 +5%
FFN
477
Focus Financial Network
Minnesota
$230K +$23.1K +369 +9%
DF
478
Donoghue Forlines
Massachusetts
$230K -$256K -4,083 -49%
GBT
479
Grove Bank & Trust
Florida
$229K +$5.27K +84 +2%
SAM
480
Silverhawk Asset Management
Arizona
$227K
TWC
481
TD Waterhouse Canada
Ontario, Canada
$226K -$11.8K -189 -4%
BS
482
Boenning & Scattergood
Pennsylvania
$225K -$27.3K -435 -9%
BM
483
Brandywine Managers
Delaware
$225K
GA
484
GoalVest Advisory
New York
$224K
GCM
485
Graham Capital Management
Connecticut
$223K -$409K -6,529 -61%
RI
486
Ridgewood Investments
New Jersey
$223K -$256K -4,082 -49%
CIC
487
Chilton Investment Company
Connecticut
$223K +$262K +4,175 New
SFI
488
Siemens Fonds Invest
Germany
$222K
OWA
489
Octavia Wealth Advisors
Ohio
$222K +$9.03K +144 +4%
SAM
490
Stansberry Asset Management
Texas
$222K +$16.5K +263 +7%
IWA
491
IVC Wealth Advisors
Pennsylvania
$216K
LAI
492
Legal Advantage Investments
California
$215K
SFG
493
Sovereign Financial Group
Connecticut
$215K +$10.2K +162 +4%
QM
494
QVIDTVM Management
Texas
$214K +$251K +4,000 New
CGL
495
Clarius Group LLC
Washington
$212K -$7.96K -127 -3%
MFAM
496
Motley Fool Asset Management
Virginia
$211K +$3.07K +49 +1%
SIC
497
Sigma Investment Counselors
Michigan
$208K -$90.3K -1,441 -27%
Wealthfront Advisers
498
Wealthfront Advisers
California
$207K -$9.53K -152 -4%
AC
499
Avestar Capital
New York
$202K -$78.1K -1,246 -25%
TYCC
500
Texas Yale Capital Corp
Florida
$202K

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.