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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
GCP
751
GSA Capital Partners
United Kingdom
-$556K -9,695 Closed
SFO
752
Stokes Family Office
Louisiana
-$549K -9,568 Closed
TAF
753
Tredje AP-fonden
Sweden
-$536K -9,333 Closed
Jennison Associates
754
Jennison Associates
New York
-$535K -9,327 Closed
Verition Fund Management
755
Verition Fund Management
Connecticut
-$419K -7,294 Closed
SPC
756
Sigma Planning Corp
Michigan
-$415K -7,238 Closed
CC
757
Clearline Capital
New York
-$402K -7,009 Closed
ARC
758
Advisor Resource Council
Texas
-$400K -6,963 Closed
BAAM
759
Baker Avenue Asset Management
California
-$388K -6,755 Closed
PL
760
Parkwood LLC
Ohio
-$368K -6,416 Closed
SAM
761
Sompo Asset Management
Japan
-$355K -6,190 Closed
PWS
762
Precision Wealth Strategies
Missouri
-$382K -6,185 Closed
SFA
763
Souders Financial Advisors
Ohio
-$340K -5,921 Closed
PCIA
764
Prime Capital Investment Advisors
Kansas
-$330K -5,743 Closed
PWMAG
765
Pinnacle Wealth Management Advisory Group
New Jersey
-$323K -5,628 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
766
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$321K -5,595 Closed
AIM
767
Artemis Investment Management
United Kingdom
-$303K -5,272 Closed
MTIM
768
Marathon Trading Investment Management
Pennsylvania
-$298K -5,200 Closed
P
769
&Partners
Tennessee
-$288K -5,025 Closed
LA
770
Legacy Advisors
Pennsylvania
-$277K -4,821 Closed
AAS
771
Annex Advisory Services
Wisconsin
-$275K -4,798 Closed
JSL
772
JT Stratford LLC
Georgia
-$273K -4,763 Closed
HAS
773
HBW Advisory Services
California
-$251K -4,372 Closed
AIM
774
Aspen Investment Management
Michigan
-$241K -4,207 Closed
GAM
775
Grandview Asset Management
Pennsylvania
-$240K -4,178 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.