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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
AWM
726
AllSquare Wealth Management
New York
$222 – – –
KFS
727
Kelly Financial Services
Massachusetts
$222 – – –
DI
728
Disciplined Investments
Oklahoma
$166 +$97 +2 +200%
HS
729
Horan Securities
United States
$140 – – –
FGAM
730
Financial Gravity Asset Management
Texas
$84 +$2.68K +55 New
GIA
731
Goodwin Investment Advisory
Georgia
$55 – – –
FA
732
Fiduciary Alliance
South Carolina
$55 +$49 +1 New
WIM
733
Westside Investment Management
California
$3 – – –
T. Rowe Price Investment Management
734
T. Rowe Price Investment Management
Maryland
– -$135M -2,518,551 Closed
AAM
735
Ardevora Asset Management
United Kingdom
– -$22.5M -421,100 Closed
Marshall Wace
736
Marshall Wace
United Kingdom
– -$16.8M -314,119 Closed
Mirae Asset Global Investments
737
Mirae Asset Global Investments
South Korea
– -$8.33M -155,736 Closed
OQS
738
Occudo Quantitative Strategies
Florida
– -$6.37M -119,158 Closed
WP
739
Woodline Partners
California
– -$5.97M -111,604 Closed
PPW
740
Parcion Private Wealth
Washington
– -$2.47M -46,141 Closed
Lord, Abbett & Co
741
Lord, Abbett & Co
New Jersey
– -$2.46M -46,038 Closed
AIM
742
Aigen Investment Management
New York
– -$1.9M -35,451 Closed
KA
743
Kerrisdale Advisers
Florida
– -$1.63M -30,467 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
744
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.6M -30,000 Closed
FC
745
FORA Capital
Florida
– -$1.36M -25,390 Closed
NCM
746
Nelson Capital Management
California
– -$1.09M -20,424 Closed
ACM
747
AlphaCrest Capital Management
New York
– -$940K -17,582 Closed
SCM
748
Shelton Capital Management
Colorado
– -$915K -17,109 Closed
MS
749
Maven Securities
Jersey
– -$789K -16,200 Closed
IG
750
ING Group
Netherlands
– -$827K -15,460 Closed
28 29
30
31 32

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.