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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
CAM
676
Costello Asset Management
Pennsylvania
$2.77K – – –
LWANC
677
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.77K – – –
LF
678
Lee Financial
Texas
$2.77K – – –
MPCL
679
My Personal CFO LLC
Washington
$2.66K +$2.34K +48 New
SJIM
680
St. Johns Investment Management
Florida
$2.6K – – –
AWM
681
Atticus Wealth Management
Florida
$2.38K – – –
PP
682
Pacifica Partners
Canada
$2.36K – – –
HWMA
683
Heritage Wealth Management (Arizona)
Arizona
$2.22K +$974 +20 +100%
OC
684
Oakworth Capital
Alabama
$2.22K +$1.95K +40 New
RBC
685
Romano Brothers & Co
Illinois
$2.22K +$1.95K +40 New
SIS
686
Sound Income Strategies
Florida
$2.22K +$1.95K +40 New
FFL
687
Financial Freedom LLC
Ohio
$2.05K +$1.8K +37 New
BTI
688
Blue Trust Inc
Georgia
$2K -$1.9K -39 -57%
JAM
689
JCIC Asset Management
Ontario, Canada
$2K – – –
RDIA
690
RE Dickinson Investment Advisors
Iowa
$2K – – –
LAM
691
Lakewood Asset Management
Illinois
$2K +$1.46K +30 New
AA
692
AlphaMark Advisors
Kentucky
$2K +$1.75K +36 New
SWA
693
SOA Wealth Advisors
New York
$2K – – –
HIP
694
HUB Investment Partners
Texas
$1.94K +$1.7K +35 New
KTC
695
Kistler-Tiffany Companies
Pennsylvania
$1.88K – – –
NL
696
NVWM LLC
Pennsylvania
$1.66K – – –
ZB
697
Zions Bancorporation
Utah
$1.5K -$22.6K -465 -95%
PS
698
PayPay Securities
Japan
$1.5K +$1.31K +27 New
CAC
699
Core Alternative Capital
Georgia
$1.39K -$1.27K -26 -51%
CHA
700
Carmichael Hill & Associates
Maryland
$1.39K – – –
26 27
28
29 30

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.