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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
CHA
751
Carmichael Hill & Associates
Maryland
$1K
FA
752
Fortis Advisors
Pennsylvania
$1K
GCS
753
Gordian Capital (Singapore)
Singapore
$1K
JFGIW
754
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
MWA
755
Moser Wealth Advisors
Washington
$1K
PCA
756
Providence Capital Advisors
North Carolina
$1K
CI Investments Inc
757
CI Investments Inc
Ontario, Canada
$1K +$81 +1 +4%
OLVIG
758
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$81 +1 +7%
FWM
759
Focused Wealth Management
New York
$1K +$567 +7 +233%
TWP
760
TFO Wealth Partners
Ohio
$1K +$1.05K +13 New
HR
761
Howe & Rusling
New York
$1K +$1.21K +15 +300%
JWM
762
Janiczek Wealth Management
Colorado
$1K +$1.38K +17 New
AW
763
Avion Wealth
Texas
$1K +$1.62K +20 New
CP
764
Castleview Partners
Texas
$981 -$189K -2,338 -100%
RIM
765
Rockbridge Investment Management
New York
$574
CQS
766
Credential Qtrade Securities
$573 +$810 +10 New
BRWM
767
B. Riley Wealth Management
Tennessee
$506 +$160K +1,978 +29%
KFS
768
Kelly Financial Services
Massachusetts
$230
TAM
769
Tucker Asset Management
Colorado
$172 +$243 +3 New
GIA
770
Goodwin Investment Advisory
Georgia
$57
WIM
771
Westside Investment Management
California
$3
RDIA
772
RE Dickinson Investment Advisors
Iowa
$2
Tiger Global Management
773
Tiger Global Management
New York
-$363M -3,393,000 Closed
EAM
774
Eagle Asset Management
Florida
-$80.4M -750,680 Closed
Bank of Nova Scotia
775
Bank of Nova Scotia
Ontario, Canada
-$36.8M -343,134 Closed

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.