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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
LAI
501
Legal Advantage Investments
California
$223K – – –
MA
502
Modus Advisors
Minnesota
$222K -$22.1K -454 -10%
CTC
503
Central Trust Company
Missouri
$218K -$58.4K -1,200 -23%
CG
504
Clarus Group
Texas
$216K -$43.7K -898 -19%
EWA
505
EverSource Wealth Advisors
Alabama
$213K +$173K +3,560 +1,240%
TYCC
506
Texas Yale Capital Corp
Florida
$209K – – –
BCV
507
Banque Cantonale Vaudoise
Switzerland
$208K -$195K -4,000 -51%
CF
508
Cantor Fitzgerald
New York
$208K +$183K +3,750 New
IWA
509
IVC Wealth Advisors
Pennsylvania
$208K -$14.4K -295 -7%
TA
510
Tectonic Advisors
Texas
$202K +$178K +3,650 New
MFAM
511
Motley Fool Asset Management
Virginia
$200K -$16.4K -336 -9%
HFM
512
Harvest Fund Management
China
$194K +$165K +3,383 +1,869%
TLCM
513
Twin Lakes Capital Management
California
$183K -$552K -11,339 -77%
Balyasny Asset Management
514
Balyasny Asset Management
Illinois
$176K -$10.5M -214,705 -99%
AIG
515
American International Group
New York
$168K -$601K -12,344 -80%
KOCAA
516
Knights of Columbus Asset Advisors
Connecticut
$167K – – –
SPM
517
Symmetry Peak Management
Pennsylvania
$166K +$146K +3,000 New
SWM
518
Spire Wealth Management
Virginia
$157K -$21.9K -450 -14%
MAWCM
519
Mine & Arao Wealth Creation & Management
California
$157K -$31.6K -650 -19%
AS
520
AM Squared
Hong Kong
$155K +$136K +2,800 New
GWA
521
Gibson Wealth Advisors
Texas
$153K +$151K +3,100 +6,200%
AWM
522
Accurate Wealth Management
Florida
$149K +$125K +2,567 New
GTAM
523
Global Trust Asset Management
Florida
$145K +$46.3K +952 +57%
IA
524
IFP Advisors
Florida
$142K -$46.3K -951 -28%
CP
525
Castleview Partners
Texas
$138K +$3.75K +77 +3%
19 20
21
22 23

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.