We are live on ! Find out more
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
VCM
576
Versant Capital Management
Arizona
$28K -$815 -13 -2%
TIM
577
Tortoise Investment Management
New York
$27K
BCWM
578
Bartlett & Co Wealth Management
Ohio
$26.2K -$6.21K -99 -17%
BC
579
Bartlett & Co
Ohio
$26K -$6.21K -99 -17%
ZB
580
Zions Bancorporation
Utah
$26K -$125 -2 -0.4%
WAM
581
Wolverine Asset Management
Illinois
$25K -$130K -2,070 -82%
DGAM
582
Desjardins Global Asset Management
Quebec, Canada
$24K -$5.39K -86 -16%
OIA
583
Optimum Investment Advisors
Illinois
$24K
PFBT
584
Parkside Financial Bank & Trust
Missouri
$22K -$752 -12 -3%
NSIM
585
North Star Investment Management
Illinois
$22K
FRA
586
Front Row Advisors
California
$21K -$815 -13 -3%
IFAM
587
Institutional & Family Asset Management
Colorado
$21K
MAM
588
Meeder Asset Management
Ohio
$21K +$4.64K +74 +23%
POIA
589
Pin Oak Investment Advisors
Texas
$20K
GWS
590
Glassman Wealth Services
Virginia
$19K -$8.84K -141 -29%
HNB
591
Huntington National Bank
Ohio
$19K -$1.69K -27 -7%
LC
592
Lindbrook Capital
California
$19K -$627 -10 -3%
MW
593
Milestone Wealth
New York
$19K
VAM
594
Vienna Asset Management
California
$19K +$21.9K +350 New
SAM
595
Strategic Asset Management
Minnesota
$19K +$31.8K +507 +676%
AWM
596
Avior Wealth Management
Nebraska
$18K +$4.39K +70 +26%
LFG
597
Larson Financial Group
Missouri
$18K +$4.7K +75 +28%
LS
598
Livforsakringsbolaget Skandia
Sweden
$16K -$87.8K -1,400 -82%
CT
599
Cambridge Trust
Massachusetts
$16K -$62.7K -1,000 -77%
QCG
600
Quadrant Capital Group
Ohio
$16K -$3.76K -60 -16%

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.