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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
BC
601
Burleson & Co
California
$58K +$69.6K +860 +573%
PMFA
602
Plante Moran Financial Advisors
Michigan
$57K -$1.62K -20 -2%
CI
603
CAZ Investments
Texas
$57K +$40.5K +500 +100%
S
604
Schroders
United Kingdom
$55K -$45.1K -557 -36%
EWA
605
EverSource Wealth Advisors
Alabama
$55K +$51.2K +633 +187%
FP
606
Financial Perspectives
Minnesota
$54.2K
AA
607
Ancora Advisors
Ohio
$53K -$24K -297 -24%
PCM
608
Penserra Capital Management
California
$53K +$1.38K +17 +2%
SC
609
Sierra Capital
Florida
$50K
CWM
610
Castle Wealth Management
Florida
$50K +$71.2K +880 New
PTC
611
Private Trust Company
Ohio
$48K +$68.2K +842 New
HIIFS
612
Harel Insurance Investments & Financial Services
Israel
$46K -$28.9K -357 -31%
RA
613
Rise Advisors
New York
$46K +$1.62K +20 +3%
WWMSC
614
Wagner Wealth Management (South Carolina)
South Carolina
$44K +$61.6K +761 New
MHR
615
Matthew Hamilton Rosenberg
$43K
WT
616
Washington Trust
Rhode Island
$43K +$32.4K +400 +111%
IAMOG
617
Investors Asset Management of Georgia
Georgia
$43K +$60.7K +750 New
VNA
618
Valley National Advisers
Pennsylvania
$42K
BTI
619
Blue Trust Inc
Georgia
$42K +$32.1K +396 New
Bank of Montreal
620
Bank of Montreal
Ontario, Canada
$40.2K +$13M +160,559 +55%
CAL
621
Capital Advisors Ltd
Ohio
$38K -$1.54K -19 -3%
AW
622
ACG Wealth
Georgia
$38K +$52.9K +654 New
IPAM
623
ICICI Prudential Asset Management
India
$36K +$2.27K +28 +5%
BC
624
Bartlett & Co
Ohio
$34K +$14.5K +179 +44%
BCWM
625
Bartlett & Co Wealth Management
Ohio
$33.8K +$14.5K +179 +44%

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.