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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
MS
701
Mizuho Securities
Japan
$1K -$63 -1 -4%
AFS
702
Annapolis Financial Services
Maryland
$1K
AssetMark Inc
703
AssetMark Inc
California
$1K
BCMLT
704
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
CHA
705
Carmichael Hill & Associates
Maryland
$1K
FWM
706
Focused Wealth Management
New York
$1K
GCS
707
Gordian Capital (Singapore)
Singapore
$1K
HWMA
708
Heritage Wealth Management (Arizona)
Arizona
$1K
MWA
709
Moser Wealth Advisors
Washington
$1K
OLVIG
710
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
PCA
711
Providence Capital Advisors
North Carolina
$1K
SWA
712
SOA Wealth Advisors
New York
$1K
BBHC
713
Brown Brothers Harriman & Co
New York
$1K +$752 +12 New
SIC
714
SJS Investment Consulting
Ohio
$1K +$815 +13 New
ARMC
715
American Research & Management Company
Massachusetts
$1K +$1.69K +27 New
KFS
716
Kelly Financial Services
Massachusetts
$214
MOS
717
MGO One Seven
Ohio
$213 +$196K +3,132 New
TAM
718
Tucker Asset Management
Colorado
$145
WIM
719
Westside Investment Management
California
$3
Wellington Management Group
720
Wellington Management Group
Massachusetts
-$94.3M -1,643,876 Closed
ACL
721
APEIRON Capital Ltd
Hong Kong
-$8.87M -154,500 Closed
Squarepoint
722
Squarepoint
New York
-$9M -143,506 Closed
Los Angeles Capital Management
723
Los Angeles Capital Management
California
-$6.04M -105,279 Closed
Tudor Investment Corp
724
Tudor Investment Corp
Connecticut
-$5.58M -97,312 Closed
TC
725
TwinBeech Capital
New York
-$5.05M -87,997 Closed

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.