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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
AIM
801
ARK Investment Management
Florida
-$99.9K -1,594 -100%
CM
802
Castleark Management
Illinois
-$83K -1,450 Closed
BC
803
Burleson & Co
California
-$58K -1,010 Closed
S
804
Schroders
United Kingdom
-$55K -974 Closed
AW
805
ACG Wealth
Georgia
-$38K -654 Closed
CLOS
806
Compagnie Lombard Odier SCmA
Switzerland
-$15.7K -250 Closed
AWM
807
Activest Wealth Management
Florida
-$13K -229 Closed
CI
808
CX Institutional
Indiana
-$13K -225 Closed
HCM
809
Highlander Capital Management
New Jersey
-$11K -200 Closed
COCM
810
Charter Oak Capital Management
New Hampshire
-$10K -171 Closed
FCG
811
Financial Connections Group
California
-$7K -134 Closed
VVP
812
Venture Visionary Partners
Ohio
-$7.4K -129 Closed
LFA
813
Level Financial Advisors
New York
-$6K -105 Closed
CWP
814
Concord Wealth Partners
Virginia
-$5K -82 Closed
LCM
815
Logan Capital Management
Pennsylvania
-$5K -80 Closed
TFM
816
TFC Financial Management
Massachusetts
-$4K -68 Closed
JPLA
817
Joseph P. Lucia & Associates
New York
-$3K -55 Closed
TCWM
818
Total Clarity Wealth Management
Illinois
-$3K -50 Closed
Loomis, Sayles & Company
819
Loomis, Sayles & Company
Massachusetts
-$2K -38 Closed
JFA
820
JNBA Financial Advisors
Minnesota
-$2K -31 Closed
LWCFA
821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -30 Closed
AW
822
Avion Wealth
Texas
-$1K -20 Closed
HR
823
Howe & Rusling
New York
-$1K -20 Closed
JFGIW
824
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -20 Closed
PFGIA
825
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -18 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.