We are live on ! Find out more
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
CWC
651
Carolinas Wealth Consulting
North Carolina
$6K +$7.08K +113 New
AIC
652
Archer Investment Corporation
Indiana
$5.88K -$23K -367 -77%
PP
653
PFS Partners
New Jersey
$5.62K
CWA
654
Clearview Wealth Advisors
Oregon
$5K -$4.45K -71 -42%
TFA
655
Toth Financial Advisory
Virginia
$5K -$3.13K -50 -33%
AA
656
Addison Advisors
Vermont
$5K
EARNEST Partners
657
EARNEST Partners
Georgia
$5K
HPC
658
HM Payson & Co
Maine
$5K
NC
659
NewSquare Capital
Pennsylvania
$5K
MIM
660
Macroview Investment Management
Maryland
$5K +$251 +4 +4%
OA
661
Operose Advisors
Wisconsin
$5K +$6.27K +100 New
BTI
662
Blue Trust Inc
Georgia
$4K -$20.5K -327 -83%
BWM
663
Baystate Wealth Management
Massachusetts
$4K
CFB
664
Cullen/Frost Bankers
Texas
$4K
DWA
665
Delos Wealth Advisors
Texas
$4K
HWM
666
HighMark Wealth Management
Minnesota
$4K
ZIG
667
Zullo Investment Group
Pennsylvania
$4K
BIA
668
Bell Investment Advisors
California
$4K +$878 +14 +25%
AIP
669
Almanack Investment Partners
Pennsylvania
$4K +$4.58K +73 New
ADL
670
Asset Dedication LLC
California
$4K +$5.01K +80 New
HWA
671
HHM Wealth Advisors
Tennessee
$3K -$28.4K -453 -90%
CA
672
Clearstead Advisors
Ohio
$3K -$11.3K -180 -78%
LWANC
673
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$6.27K -100 -67%
Fifth Third Bancorp
674
Fifth Third Bancorp
Ohio
$3K -$3.82K -61 -53%
SSB
675
Sandy Spring Bank
Maryland
$3K -$251 -4 -6%

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.