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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
TCM
676
Tradewinds Capital Management
Washington
$11K -$12.9K -159 -46%
HCM
677
Highlander Capital Management
New Jersey
$11K -$4.05K -50 -20%
SA
678
SRH Advisors
Kansas
$11K
TSWM
679
Tyler-Stone Wealth Management
Ohio
$11K
ED
680
Exane Derivatives
France
$10.3K
Simplex Trading
681
Simplex Trading
Illinois
$10K -$8.14M -100,548 -100%
CWA
682
Clearview Wealth Advisors
Oregon
$10K -$891 -11 -6%
BDWM
683
Brewin Dolphin Wealth Management
Ireland
$10K
COCM
684
Charter Oak Capital Management
New Hampshire
$10K
FHA
685
First Horizon Advisors
Tennessee
$10K +$13.2K +163 +906%
LWANC
686
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K -$567 -7 -4%
SCA
687
Stonebridge Capital Advisors
Minnesota
$9K -$324 -4 -3%
HCP
688
Hexagon Capital Partners
Arkansas
$9K
TFA
689
Toth Financial Advisory
Virginia
$9K
BWA
690
BDO Wealth Advisors
Florida
$9K +$2.27K +28 +22%
SIC
691
Salem Investment Counselors
North Carolina
$9K +$4.7K +58 +58%
TWM
692
Tradition Wealth Management
Minnesota
$8K -$1.54K -19 -12%
CCA
693
Column Capital Advisors
Indiana
$8K -$324 -4 -3%
AJ
694
Ashburton (Jersey)
Jersey
$8K
HFM
695
Harvest Fund Management
China
$8K
IWP
696
IAG Wealth Partners
Wisconsin
$8K
ME
697
McIlrath & Eck
Washington
$8K
VVP
698
Venture Visionary Partners
Ohio
$7.4K +$10.4K +129 New
Fifth Third Bancorp
699
Fifth Third Bancorp
Ohio
$7K -$1.7K -21 -15%
ACM
700
Antonetti Capital Management
Florida
$7K

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.