We are live on ! Find out more
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
Acadian Asset Management
576
Acadian Asset Management
Massachusetts
$114K -$474K -5,861 -75%
FMLI
577
Fukoku Mutual Life Insurance
Japan
$111K
HCA
578
Harbor Capital Advisors
Illinois
$111K +$49.5K +612 +47%
HIA
579
Harbor Investment Advisory
Maryland
$107K +$10.5K +130 +7%
BAM
580
Belpointe Asset Management
Nevada
$106K -$888K -10,963 -86%
WTC
581
WhitTier Trust Company
Nevada
$98K -$30.4K -375 -18%
LS
582
Livforsakringsbolaget Skandia
Sweden
$98K
WWM
583
Wolff Wiese Magana
California
$97K -$10.4K -129 -7%
GTAM
584
Global Trust Asset Management
Florida
$95K -$13.7K -169 -9%
HI
585
Hudock Inc
Pennsylvania
$94K -$324 -4 -0.2%
CA
586
CoreCap Advisors
Michigan
$93K +$131K +1,622 New
SGA
587
Seaport Global Advisors
Massachusetts
$84K +$119K +1,469 New
CM
588
Castleark Management
Illinois
$83K
FPS
589
Fieldpoint Private Securities
Connecticut
$76K +$30.2K +373 +39%
CT
590
Cambridge Trust
Massachusetts
$75K
HI
591
Harbour Investments
Wisconsin
$70K +$99.2K +1,225 New
ANBT
592
American National Bank & Trust
Texas
$69K -$2.9M -35,881 -97%
PA
593
PSI Advisors
Florida
$67K
GI
594
Gradient Investments
Minnesota
$66K -$12.6M -155,127 -99%
MIFH
595
Migdal Insurance & Financial Holdings
Israel
$66K +$9.23K +114 +11%
WWP
596
WR Wealth Planners
Missouri
$64.3K +$15.1K +187 +20%
MA
597
Montag & Associates
Georgia
$64K -$2.91K -36 -3%
AIM
598
Anchor Investment Management
South Carolina
$63.1K
BEI
599
Benjamin Edwards Inc
Missouri
$63K -$97.9K -1,209 -52%
CSB
600
City State Bank
Iowa
$59K

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.