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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
ST
701
Smithfield Trust
Pennsylvania
$7K
BWM
702
BerganKDV Wealth Management
Minnesota
$7K +$971 +12 +10%
FCG
703
Financial Connections Group
California
$7K +$10.8K +134 New
PP
704
PFS Partners
New Jersey
$6.03K +$8.5K +105 New
JWA
705
JFS Wealth Advisors
Pennsylvania
$6K -$486 -6 -5%
AA
706
Addison Advisors
Vermont
$6K
HPC
707
HM Payson & Co
Maine
$6K
LFA
708
Level Financial Advisors
New York
$6K +$405 +5 +5%
NC
709
NewSquare Capital
Pennsylvania
$6K +$8.1K +100 New
CWP
710
Concord Wealth Partners
Virginia
$5K -$17.5K -216 -72%
EARNEST Partners
711
EARNEST Partners
Georgia
$5K
LCM
712
Logan Capital Management
Pennsylvania
$5K
MIM
713
Macroview Investment Management
Maryland
$5K
CFB
714
Cullen/Frost Bankers
Texas
$5K +$6.56K +81 New
SAM
715
Strategic Asset Management
Minnesota
$4K -$971 -12 -14%
MS
716
Mizuho Securities
Japan
$4K -$81 -1 -3%
BWM
717
Baystate Wealth Management
Massachusetts
$4K
DWA
718
Delos Wealth Advisors
Texas
$4K
HWM
719
HighMark Wealth Management
Minnesota
$4K
TFM
720
TFC Financial Management
Massachusetts
$4K
SSB
721
Sandy Spring Bank
Maryland
$4K +$324 +4 +6%
ZIG
722
Zullo Investment Group
Pennsylvania
$4K +$1.21K +15 +27%
TPCW
723
TD Private Client Wealth
New York
$3.33K -$2.51K -31 -35%
FSWA
724
Financial Synergies Wealth Advisors
Texas
$3.04K +$4.29K +53 New
PCG
725
Private Capital Group
Connecticut
$3K -$3.32K -41 -48%

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.