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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
CAM
726
Costello Asset Management
Pennsylvania
$3K
GWA
727
Gibson Wealth Advisors
Texas
$3K
JPLA
728
Joseph P. Lucia & Associates
New York
$3K
PP
729
Pacifica Partners
Canada
$3K
SJIM
730
St. Johns Investment Management
Florida
$3K
CAC
731
Core Alternative Capital
Georgia
$3K +$1.38K +17 +50%
TCWM
732
Total Clarity Wealth Management
Illinois
$3K +$4.05K +50 New
BIA
733
Bell Investment Advisors
California
$3K +$4.62K +57 New
SWA
734
SOA Wealth Advisors
New York
$2K -$31.3K -386 -91%
Loomis, Sayles & Company
735
Loomis, Sayles & Company
Massachusetts
$2K -$7.69K -95 -71%
KTC
736
Kistler-Tiffany Companies
Pennsylvania
$2K -$405 -5 -13%
AssetMark Inc
737
AssetMark Inc
California
$2K
JAM
738
JCIC Asset Management
Ontario, Canada
$2K
LWCFA
739
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
NL
740
NVWM LLC
Pennsylvania
$2K
RCM
741
Raleigh Capital Management
North Carolina
$2K
WB
742
Webster Bank
Connecticut
$2K
AWM
743
Atticus Wealth Management
Florida
$2K +$1.46K +18 +72%
JFA
744
JNBA Financial Advisors
Minnesota
$2K +$2.51K +31 New
HWMA
745
Heritage Wealth Management (Arizona)
Arizona
$1.15K
PAI
746
Pittenger & Anderson Inc
Nebraska
$1K -$81K -1,000 -99%
PFGIA
747
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$13.5K -167 -90%
AFS
748
Annapolis Financial Services
Maryland
$1K
AP
749
Arlington Partners
Alabama
$1K
BCMLT
750
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K

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.