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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
AAM
526
Advisors Asset Management
Colorado
$105K -$37.5K -598 -23%
Bessemer Group
527
Bessemer Group
New Jersey
$105K +$87K +1,387 +243%
ECM
528
EMC Capital Management
Texas
$103K
EI
529
Ellevest Inc
New York
$102K -$48.6K -776 -29%
GCM
530
Gables Capital Management
Florida
$101K -$74K -1,180 -38%
O
531
Ossiam
France
$100K +$117K +1,868 New
EW
532
Evoke Wealth
California
$92K -$19.4K -310 -15%
WTC
533
WhitTier Trust Company
Nevada
$91K -$63 -1 -0.1%
WWM
534
Wolff Wiese Magana
California
$90K -$1.5K -24 -1%
GTAM
535
Global Trust Asset Management
Florida
$89K +$627 +10 +0.6%
HI
536
Hudock Inc
Pennsylvania
$88K
WFA
537
Wipfli Financial Advisors
Wisconsin
$86K +$101K +1,607 New
CSB
538
City State Bank
Iowa
$80K +$29.5K +470 +46%
WWP
539
WR Wealth Planners
Missouri
$70.9K +$12.9K +206 +18%
HI
540
Harbour Investments
Wisconsin
$70K
HCA
541
Harbor Capital Advisors
Illinois
$67K -$42.4K -676 -35%
HIA
542
Harbor Investment Advisory
Maryland
$62K -$44.2K -705 -38%
ANBT
543
American National Bank & Trust
Texas
$61K -$4.01K -64 -5%
ECG
544
Edge Capital Group
Georgia
$61K +$7.84K +125 +12%
MIFH
545
Migdal Insurance & Financial Holdings
Israel
$59K -$5.58K -89 -8%
AIM
546
Anchor Investment Management
South Carolina
$58.8K
MA
547
Montag & Associates
Georgia
$58K -$1.57K -25 -2%
PA
548
PSI Advisors
Florida
$57K -$5.64K -90 -8%
CWM
549
Castle Wealth Management
Florida
$55K +$9.4K +150 +17%
CI
550
CAZ Investments
Texas
$53K

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.