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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
CAC
676
Core Alternative Capital
Georgia
$3K
CAM
677
Costello Asset Management
Pennsylvania
$3K
GWA
678
Gibson Wealth Advisors
Texas
$3K
SJIM
679
St. Johns Investment Management
Florida
$3K
RCM
680
Raleigh Capital Management
North Carolina
$3K +$1.32K +21 +72%
APC
681
Aspire Private Capital
North Carolina
$3K +$3.07K +49 New
CL
682
COWA LLC
Oklahoma
$3K +$3.13K +50 New
LF
683
Lee Financial
Texas
$3K +$3.13K +50 New
SFO
684
Standard Family Office
South Dakota
$3K +$3.32K +53 New
FSWA
685
Financial Synergies Wealth Advisors
Texas
$2.83K
AWM
686
Atticus Wealth Management
Florida
$2K
JAM
687
JCIC Asset Management
Ontario, Canada
$2K
KTC
688
Kistler-Tiffany Companies
Pennsylvania
$2K
NL
689
NVWM LLC
Pennsylvania
$2K
PP
690
Pacifica Partners
Canada
$2K
RDIA
691
RE Dickinson Investment Advisors
Iowa
$2K
WB
692
Webster Bank
Connecticut
$2K
PAI
693
Pittenger & Anderson Inc
Nebraska
$2K +$1.57K +25 +227%
JWM
694
Janiczek Wealth Management
Colorado
$2K +$2.07K +33 +194%
ONST
695
Old North State Trust
North Carolina
$2K +$2.13K +34 New
1832 Asset Management
696
1832 Asset Management
Ontario, Canada
$2K +$2.7K +43 New
PI
697
PFS Investments
Georgia
$1.89K +$5.45K +87 +0.2%
TPCW
698
TD Private Client Wealth
New York
$1.6K -$1.75K -28 -48%
HWP
699
Highline Wealth Partners
California
$1.28K +$1.5K +24 New
SWA
700
Sutton Wealth Advisors
Florida
$1.02K +$1.19K +19 New

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.