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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
TCM
626
Tradewinds Capital Management
Washington
$10K
TSWM
627
Tyler-Stone Wealth Management
Ohio
$10K
FHA
628
First Horizon Advisors
Tennessee
$10K +$2.01K +32 +18%
HFM
629
Harvest Fund Management
China
$10K +$2.44K +39 +27%
HCP
630
Hexagon Capital Partners
Arkansas
$9K
Simplex Trading
631
Simplex Trading
Illinois
$9K
PFPT
632
Pinnacle Financial Partners (Tennessee)
Tennessee
$9K +$10.3K +165 New
VCM
633
Vigilant Capital Management
Maine
$9K +$10.6K +169 New
TFP
634
Tilia Fiduciary Partners
North Carolina
$8K -$125 -2 -1%
BWA
635
BDO Wealth Advisors
Florida
$8K
Bank of Montreal
636
Bank of Montreal
Ontario, Canada
$7.26K -$20.4M -326,137 -72%
C
637
Covestor
United Kingdom
$7K -$6.58K -105 -46%
SCA
638
Stonebridge Capital Advisors
Minnesota
$7K -$1.07K -17 -11%
BWM
639
BerganKDV Wealth Management
Minnesota
$7K -$251 -4 -3%
ACM
640
Antonetti Capital Management
Florida
$7K
AJ
641
Ashburton (Jersey)
Jersey
$7K
CCA
642
Column Capital Advisors
Indiana
$7K
IWP
643
IAG Wealth Partners
Wisconsin
$7K
ME
644
McIlrath & Eck
Washington
$7K
ST
645
Smithfield Trust
Pennsylvania
$7K
SFCL
646
Strengthening Families & Communities LLC
Massachusetts
$7K
A
647
AustralianSuper
Australia
$6.11K +$7.16M +114,175 New
SIC
648
Salem Investment Counselors
North Carolina
$6K -$2.44K -39 -25%
TWM
649
Tradition Wealth Management
Minnesota
$6K -$1.38K -22 -16%
JWA
650
JFS Wealth Advisors
Pennsylvania
$6K +$502 +8 +8%

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.