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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
CYG
601
Clean Yield Group
Vermont
$16K
EDRH
602
Edmond de Rothschild Holding
Switzerland
$16K
EIP
603
Ellis Investment Partners
Pennsylvania
$16K
HNWAG
604
High Net Worth Advisory Group
Florida
$16K +$18.8K +300 New
EWA
605
EverSource Wealth Advisors
Alabama
$15K -$42.9K -685 -70%
GWSG
606
GPS Wealth Strategies Group
Colorado
$15K -$6.33K -101 -27%
CA
607
Crewe Advisors
Utah
$15K +$1.19K +19 +7%
AAP
608
Arax Advisory Partners
Colorado
$15K +$1.5K +24 +9%
DCM
609
Dupont Capital Management
Delaware
$15K +$17.6K +280 New
EC
610
EdgeRock Capital
Colorado
$15K +$17.6K +280 New
CWM
611
CarsonAllaria Wealth Management
Illinois
$14K -$439 -7 -3%
CI Investments Inc
612
CI Investments Inc
Ontario, Canada
$14K +$14.7K +234 +975%
PVH
613
Psagot Value Holdings
Israel
$14K +$16K +255 New
AF
614
Allworth Financial
California
$13K -$18.9K -302 -55%
CFGS
615
Concourse Financial Group Securities
Alabama
$13K -$8.28K -132 -35%
AF
616
Advisornet Financial
Minnesota
$13K -$7.4K -118 -33%
ATC
617
Adirondack Trust Company
New York
$13K
AF
618
Arrow Financial
New York
$12K
MCC
619
Money Concepts Capital
Florida
$12K +$376 +6 +3%
TWA
620
TCI Wealth Advisors
Arizona
$11K -$4.51K -72 -25%
CFO
621
CVA Family Office
Colorado
$11K -$1.88K -30 -13%
CWM
622
Cedar Wealth Management
California
$11K
SA
623
SRH Advisors
Kansas
$11K
TFGT
624
TS Financial Group (TSFG)
Illinois
$11K
MA
625
MUFG Americas
New York
$11K +$13.3K +212 New

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.