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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
WA
776
Wasatch Advisors
Utah
– -$310K -5,806 Closed
TIS
777
Tortoise Index Solutions
Kansas
– -$293K -5,476 Closed
SWP
778
Stratos Wealth Partners
Ohio
– -$289K -5,407 Closed
RJT
779
Raymond James Trust
Florida
– -$278K -5,209 Closed
EF
780
Empowered Funds
Pennsylvania
– -$240K -4,927 Closed
PWP
781
Perfromance Wealth Partners
Illinois
– -$263K -4,915 Closed
MWA
782
Meridian Wealth Advisors
Texas
– -$253K -4,729 Closed
ER
783
Enlightenment Research
Florida
– -$241K -4,504 Closed
AIP
784
Ameritas Investment Partners
Nebraska
– -$235K -4,398 Closed
FFN
785
Focus Financial Network
Minnesota
– -$230K -4,303 Closed
CIC
786
Chilton Investment Company
Connecticut
– -$223K -4,175 Closed
OWA
787
Octavia Wealth Advisors
Ohio
– -$222K -4,153 Closed
SFG
788
Sovereign Financial Group
Connecticut
– -$215K -4,017 Closed
CGL
789
Clarius Group LLC
Washington
– -$212K -3,974 Closed
SIC
790
Sigma Investment Counselors
Michigan
– -$208K -3,896 Closed
AC
791
Avestar Capital
New York
– -$202K -3,787 Closed
BEW
792
Burton Enright Welch
California
– -$201K -3,760 Closed
DFCM
793
Dark Forest Capital Management
Puerto Rico
– -$201K -3,753 Closed
HGERS
794
Householder Group Estate & Retirement Specialist
Arizona
– -$195K -3,654 Closed
MOS
795
MGO One Seven
Ohio
– -$213 -3,132 Closed
OPW
796
Oxler Private Wealth
New York
– -$124K -2,320 Closed
GFPC
797
Global Financial Private Client
Florida
– -$123K -2,318 Closed
EA
798
Emerald Advisers
Pennsylvania
– -$114K -2,125 Closed
PCC
799
Park Circle Company
Maryland
– -$107K -2,000 Closed
Bessemer Group
800
Bessemer Group
New Jersey
– -$105K -1,957 Closed
30 31
32
33 34

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.