We are live on ! Find out more
DOCU

DocuSign
DOCU

735 hedge funds and large institutions have $8.68B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 218 increasing their positions, 284 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

12% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 116

5% more capital invested

Capital invested by funds: $8.31B → $8.68B (+$377M)

2% more call options, than puts

Call options by funds: $1.01B | Put options by funds: $990M

0.5% more ownership

Funds ownership: 77.48% → 77.98% (+0.5%)

0% less funds holding

Funds holding: 737 → 735 (-2)

23% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 284

Holders
735
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.81%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
130
Increased
218
Reduced
284
Closed
116
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$101M
2
Coatue Management
Coatue Management
New York
+$91.3M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$81M
4
Morgan Stanley
Morgan Stanley
New York
+$75.9M
5
BlackRock
BlackRock
New York
+$71M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$283M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$105M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$101M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
476
Rehmann Capital Advisory Group
Michigan
$246K -$36.9K -758 -15%
BFEC
477
Benjamin F. Edwards & Company
Missouri
$246K -$38.1K -782 -15%
BFM
478
Boothbay Fund Management
New York
$246K +$2.38K +49 +1%
MGAM
479
McGowan Group Asset Management
Texas
$242K +$212K +4,359 New
KFA
480
Kapstone Financial Advisors
Ohio
$241K +$173K +3,558 New
AT
481
Arden Trust
Delaware
$241K -$121K -2,483 -36%
IA
482
Inspire Advisors
Idaho
$240K +$49 +1 +0%
PG
483
Pendal Group
Australia
$240K +$210K +4,322 New
FTDI
484
First Trust Direct Indexing
Massachusetts
$239K +$210K +4,317 New
DC
485
Diametric Capital
Massachusetts
$238K +$209K +4,286 New
SAM
486
Silverhawk Asset Management
Arizona
$235K – – –
HI
487
Hudock Inc
Pennsylvania
$235K +$126K +2,584 +157%
BM
488
Brandywine Managers
Delaware
$233K – – –
Impax Asset Management Group
489
Impax Asset Management Group
United Kingdom
$232K -$115K -2,362 -36%
GA
490
GoalVest Advisory
New York
$232K – – –
RI
491
Ridgewood Investments
New Jersey
$231K – – –
BAMF
492
BI Asset Management Fondsmaeglerselskab
Denmark
$231K +$203K +4,173 New
SFI
493
Siemens Fonds Invest
Germany
$230K – – –
CC
494
Cipher Capital
New York
$229K -$2.49M -51,055 -93%
FMLI
495
Fukoku Mutual Life Insurance
Japan
$229K +$201K +4,128 New
CCFM
496
Clear Creek Financial Management
Washington
$229K -$13.3K -273 -6%
CWA
497
Canvas Wealth Advisors
Kansas
$228K -$62.7K -1,288 -25%
FNBT
498
FineMark National Bank & Trust
Florida
$228K -$10.6K -217 -5%
VFA
499
Valeo Financial Advisors
Indiana
$227K -$66.2K -1,360 -25%
GBWM
500
Granite Bay Wealth Management
New Hampshire
$226K -$24.8K -509 -11%
18 19
20
21 22

DOCU Hedge Fund Activity: Q4 2022 in Review

735 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2022, worth a combined $8.68B — up 4.5% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DOCU positions and 116 closed out — a net gain of 14 holders — while 218 added to existing stakes and 284 trimmed.

The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Flossbach Von Storch, cutting an estimated $283M.

  • 735 institutional investors held DocuSign (DOCU) as of Q4 2022, down from 737 in Q3 2022.
  • Funds reported $8.68B of DocuSign stock for Q4 2022, up 4.5% quarter-over-quarter.
  • 130 funds opened new DocuSign positions in Q4 2022 and 116 closed out, a net change of +14 holders.
  • The largest DocuSign buyer in Q4 2022 was Millennium Management, an estimated $101M added.
  • The largest DocuSign seller in Q4 2022 was Flossbach Von Storch, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2022.