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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
MAM
651
Meeder Asset Management
Ohio
$18K +$11K +136 +75%
EDRH
652
Edmond de Rothschild Holding
Switzerland
$17K -$729K -9,000 -97%
CYG
653
Clean Yield Group
Vermont
$17K
SN
654
Sittner & Nelson
Oregon
$17K
EIP
655
Ellis Investment Partners
Pennsylvania
$17K +$6.48K +80 +36%
TWA
656
TCI Wealth Advisors
Arizona
$16K -$1.29K -16 -5%
SFCL
657
Strengthening Families & Communities LLC
Massachusetts
$16K
LFG
658
Larson Financial Group
Missouri
$15K -$23.8K -294 -53%
GRP
659
Global Retirement Partners
California
$15K -$20.2K -250 -49%
AWM
660
Avior Wealth Management
Nebraska
$15K
AAP
661
Arax Advisory Partners
Colorado
$15K +$810 +10 +4%
CWM
662
CarsonAllaria Wealth Management
Illinois
$15K +$1.21K +15 +6%
CA
663
Crewe Advisors
Utah
$15K +$21.5K +265 New
CLOS
664
Compagnie Lombard Odier SCmA
Switzerland
$14K
CFO
665
CVA Family Office
Colorado
$14K +$1.29K +16 +7%
MCC
666
Money Concepts Capital
Florida
$13K -$244K -3,010 -93%
CA
667
Clearstead Advisors
Ohio
$13K -$10.9K -135 -37%
AF
668
Arrow Financial
New York
$13K -$2.02K -25 -10%
C
669
Covestor
United Kingdom
$13K -$567 -7 -3%
ATC
670
Adirondack Trust Company
New York
$13K
AWM
671
Activest Wealth Management
Florida
$13K +$7.12K +88 +62%
CI
672
CX Institutional
Indiana
$13K +$18.2K +225 New
TFGT
673
TS Financial Group (TSFG)
Illinois
$12K -$3.24K -40 -16%
CWM
674
Cedar Wealth Management
California
$12K
TFP
675
Tilia Fiduciary Partners
North Carolina
$12K

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.