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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
UB
551
UMB Bank
Missouri
$197K -$31K -383 -10%
MCM
552
Manchester Capital Management
Vermont
$184K +$80.9K +999 +45%
GCM
553
Gables Capital Management
Florida
$176K -$95.9K -1,185 -28%
SWM
554
SeaCrest Wealth Management
New York
$169K -$65.5K -809 -22%
MAWCM
555
Mine & Arao Wealth Creation & Management
California
$163K +$130K +1,608 +131%
TC
556
Truvestments Capital
Florida
$157K -$971 -12 -0.4%
EI
557
Ellevest Inc
New York
$153K -$31.7K -392 -13%
AAM
558
Advisors Asset Management
Colorado
$147K -$135K -1,673 -39%
WAM
559
Wolverine Asset Management
Illinois
$145K
IA
560
IFP Advisors
Florida
$143K
GFPC
561
Global Financial Private Client
Florida
$141K +$187K +2,309 New
ACM
562
Aquatic Capital Management
Illinois
$138K +$194K +2,400 New
CB
563
CNB Bank
Pennsylvania
$136K -$66.1K -817 -26%
AIM
564
ARK Investment Management
Florida
$134K -$6.07K -75 -4%
OPW
565
Oxler Private Wealth
New York
$133K
QC
566
Quent Capital
New York
$133K -$13.3K -164 -7%
TFS
567
TrustCore Financial Services
Tennessee
$129K +$1.94K +24 +1%
GEA
568
Glen Eagle Advisors
New Jersey
$128K -$23.6K -291 -12%
ECM
569
EMC Capital Management
Texas
$127K +$81K +1,000 +100%
EA
570
Emerald Advisers
Pennsylvania
$123K
First Manhattan
571
First Manhattan
New York
$123K
S
572
Seeyond
France
$121K -$3.48K -43 -2%
EW
573
Evoke Wealth
California
$117K -$23.6K -291 -12%
PCC
574
Park Circle Company
Maryland
$115K
WI
575
Wahed Invest
New York
$115K +$163K +2,009 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.