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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
PG
776
Pendal Group
Australia
-$238K -4,147 Closed
EWM
777
Empirical Wealth Management
Washington
-$234K -4,086 Closed
VanEck Associates
778
VanEck Associates
New York
-$225K -3,923 Closed
UCFA
779
United Capital Financial Advisors
Texas
-$222K -3,875 Closed
SIA
780
Schechter Investment Advisors
Michigan
-$222K -3,858 Closed
MMPW
781
Mitchell McLeod Pugh & Williams
Alabama
-$215K -3,751 Closed
AC
782
Annandale Capital
Texas
-$212K -3,700 Closed
WI
783
Wintrust Investments
Illinois
-$211K -3,677 Closed
WF
784
WoodTrust Financial
Wisconsin
-$211K -3,661 Closed
QTM
785
qPULA Trading Management
New York
-$209K -3,644 Closed
MHS
786
M Holdings Securities
Oregon
-$207K -3,599 Closed
DTL
787
Dynamic Technology Lab
Singapore
-$206K -3,590 Closed
TA
788
Tectonic Advisors
Texas
-$205K -3,581 Closed
KCIA
789
Kingsbury Capital Investment Advisors
Illinois
-$204K -3,552 Closed
WSFS
790
Wilmington Savings Fund Society
Delaware
-$204K -3,550 Closed
IAN
791
Integrated Advisors Network
Texas
-$204K -3,548 Closed
EWM
792
Elite Wealth Management
Washington
-$203K -3,545 Closed
AC
793
Abbrea Capital
California
-$203K -3,534 Closed
IGWM
794
ICA Group Wealth Management
Colorado
-$233K -3,528 Closed
Primecap Management
795
Primecap Management
California
-$201K -3,500 Closed
SWM
796
SeaCrest Wealth Management
New York
-$169K -2,951 Closed
ACM
797
Aquatic Capital Management
Illinois
-$138K -2,400 Closed
WI
798
Wahed Invest
New York
-$115K -2,009 Closed
FMLI
799
Fukoku Mutual Life Insurance
Japan
-$111K -1,940 Closed
CA
800
CoreCap Advisors
Michigan
-$93K -1,622 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.