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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
PMFA
551
Plante Moran Financial Advisors
Michigan
$53K
GI
552
Gradient Investments
Minnesota
$52K -$11K -175 -15%
SN
553
Sittner & Nelson
Oregon
$51K +$40.8K +650 +217%
FP
554
Financial Perspectives
Minnesota
$50.5K
PCM
555
Penserra Capital Management
California
$50K +$1.5K +24 +3%
SC
556
Sierra Capital
Florida
$47K
BEI
557
Benjamin Edwards Inc
Missouri
$46K -$14.9K -237 -22%
PTC
558
Private Trust Company
Ohio
$44K -$1.07K -17 -2%
CCA
559
Catalyst Capital Advisors
New York
$43K -$189K -3,009 -79%
RA
560
Rise Advisors
New York
$43K -$313 -5 -0.6%
HIIFS
561
Harel Insurance Investments & Financial Services
Israel
$42K -$2.7K -43 -5%
WWMSC
562
Wagner Wealth Management (South Carolina)
South Carolina
$41K
WT
563
Washington Trust
Rhode Island
$41K
CHC
564
City Holding Co
West Virginia
$41K +$48.1K +768 New
IPAM
565
ICICI Prudential Asset Management
India
$39K +$8.65K +138 +23%
MHR
566
Matthew Hamilton Rosenberg
$38K +$940 +15 +2%
GRP
567
Global Retirement Partners
California
$38K +$33.2K +530 +200%
PLU
568
Performa Ltd (US)
South Carolina
$37K +$20.4K +325 +87%
CAL
569
Capital Advisors Ltd
Ohio
$36K +$1.25K +20 +3%
First Manhattan
570
First Manhattan
New York
$34K -$94K -1,500 -70%
AA
571
Ancora Advisors
Ohio
$31K -$20.8K -332 -36%
VNA
572
Valley National Advisers
Pennsylvania
$30K
WT
573
Whittier Trust
California
$30K +$34.7K +554 New
RTC
574
Riverview Trust Company
Washington
$29K +$9.09K +145 +37%
IAMOG
575
Investors Asset Management of Georgia
Georgia
$28K -$14.1K -225 -30%

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.