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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
Bessemer Group
626
Bessemer Group
New Jersey
$33K +$46.1K +570 New
AF
627
Allworth Financial
California
$32K +$7.85K +97 +21%
DGAM
628
Desjardins Global Asset Management
Quebec, Canada
$31K
VCM
629
Versant Capital Management
Arizona
$31K +$1.62K +20 +4%
HWA
630
HHM Wealth Advisors
Tennessee
$29K -$3.16K -39 -7%
TIM
631
Tortoise Investment Management
New York
$29K
ZB
632
Zions Bancorporation
Utah
$28K -$810 -10 -2%
GWS
633
Glassman Wealth Services
Virginia
$28K +$11.1K +137 +39%
AIC
634
Archer Investment Corporation
Indiana
$27.4K
OIA
635
Optimum Investment Advisors
Illinois
$26K -$8.1K -100 -18%
PFBT
636
Parkside Financial Bank & Trust
Missouri
$24K +$17.4K +215 +106%
FRA
637
Front Row Advisors
California
$23K
NSIM
638
North Star Investment Management
Illinois
$23K
RTC
639
Riverview Trust Company
Washington
$23K +$19.6K +242 +159%
GWSG
640
GPS Wealth Strategies Group
Colorado
$22K -$29K -358 -48%
CFGS
641
Concourse Financial Group Securities
Alabama
$22K -$1.54K -19 -5%
IFAM
642
Institutional & Family Asset Management
Colorado
$22K
HNB
643
Huntington National Bank
Ohio
$22K +$1.62K +20 +6%
PLU
644
Performa Ltd (US)
South Carolina
$22K +$19.8K +245 +188%
QCG
645
Quadrant Capital Group
Ohio
$21K -$38.7K -478 -57%
LC
646
Lindbrook Capital
California
$21K -$21.8K -269 -43%
AF
647
Advisornet Financial
Minnesota
$21K -$7.29K -90 -20%
MW
648
Milestone Wealth
New York
$21K
POIA
649
Pin Oak Investment Advisors
Texas
$21K +$12.7K +157 +74%
RE
650
RBC Europe
United Kingdom
$20K

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.