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DocuSign
DOCU

735 hedge funds and large institutions have $8.68B invested in DocuSign in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 218 increasing their positions, 284 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

12% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 116

5% more capital invested

Capital invested by funds: $8.31B → $8.68B (+$377M)

2% more call options, than puts

Call options by funds: $1.01B | Put options by funds: $990M

0.5% more ownership

Funds ownership: 77.48% → 77.98% (+0.5%)

0% less funds holding

Funds holding: 737 → 735 (-2)

23% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 284

Holders
735
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.81%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
130
Increased
218
Reduced
284
Closed
116
Calls
$1.01B
Puts
$990M
Net Calls
+$22.4M
Net Calls Change
-$29.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$101M
2
Coatue Management
Coatue Management
New York
+$91.3M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$81M
4
Morgan Stanley
Morgan Stanley
New York
+$75.9M
5
BlackRock
BlackRock
New York
+$71M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$283M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
Capital World Investors
Capital World Investors
California
-$105M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$101M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
651
Tradition Wealth Management
Minnesota
$6K – – –
ZIG
652
Zullo Investment Group
Pennsylvania
$5.88K +$1.7K +35 +49%
PP
653
PFS Partners
New Jersey
$5.82K – – –
AA
654
Addison Advisors
Vermont
$5.54K – – –
TFA
655
Toth Financial Advisory
Virginia
$5.54K – – –
EARNEST Partners
656
EARNEST Partners
Georgia
$5.26K – – –
MIM
657
Macroview Investment Management
Maryland
$5.26K – – –
GWSA
658
Global Wealth Strategies & Associates
Colorado
$5.26K +$4.63K +95 New
MFG
659
Mendota Financial Group
Wisconsin
$5.26K +$4.63K +95 New
APC
660
Aspire Private Capital
North Carolina
$5.1K +$2.09K +43 +88%
CFB
661
Cullen/Frost Bankers
Texas
$4.49K – – –
RFG
662
RFP Financial Group
Georgia
$4.49K +$3.94K +81 New
BCWM
663
Bartlett & Co Wealth Management
Ohio
$4.43K -$20K -410 -84%
CWP
664
Concord Wealth Partners
Virginia
$4.43K +$3.9K +80 New
HWM
665
HighMark Wealth Management
Minnesota
$4.1K – – –
BC
666
Bartlett & Co
Ohio
$4K -$20K -410 -84%
ADL
667
Asset Dedication LLC
California
$4K -$49 -1 -1%
BWM
668
Baystate Wealth Management
Massachusetts
$4K – – –
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.9K +80 New
TWD
670
True Wealth Design
Ohio
$3.38K +$2.97K +61 New
VF
671
VitalStone Financial
Texas
$3K +$1.7K +35 New
JMF
672
Johnson Midwest Financial
Iowa
$3K +$2.73K +56 +1,120%
FSWA
673
Financial Synergies Wealth Advisors
Texas
$2.94K – – –
CS
674
Comerica Securities
Michigan
$2.88K +$2.53K +52 New
AAG
675
Armstrong Advisory Group
Massachusetts
$2.83K +$2.48K +51 New
25 26
27
28 29

DOCU Hedge Fund Activity: Q4 2022 in Review

735 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2022, worth a combined $8.68B — up 4.5% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DOCU positions and 116 closed out — a net gain of 14 holders — while 218 added to existing stakes and 284 trimmed.

The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Flossbach Von Storch, cutting an estimated $283M.

  • 735 institutional investors held DocuSign (DOCU) as of Q4 2022, down from 737 in Q3 2022.
  • Funds reported $8.68B of DocuSign stock for Q4 2022, up 4.5% quarter-over-quarter.
  • 130 funds opened new DocuSign positions in Q4 2022 and 116 closed out, a net change of +14 holders.
  • The largest DocuSign buyer in Q4 2022 was Millennium Management, an estimated $101M added.
  • The largest DocuSign seller in Q4 2022 was Flossbach Von Storch, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2022.