We are live on ! Find out more
DOCU

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
EW
801
Evoke Wealth
California
– -$92K -1,728 Closed
CWM
802
Castle Wealth Management
Florida
– -$55K -1,030 Closed
PCM
803
Penserra Capital Management
California
– -$50K -951 Closed
CCA
804
Catalyst Capital Advisors
New York
– -$43K -794 Closed
WWMSC
805
Wagner Wealth Management (South Carolina)
South Carolina
– -$41K -761 Closed
IPAM
806
ICICI Prudential Asset Management
India
– -$39K -734 Closed
VNA
807
Valley National Advisers
Pennsylvania
– -$30K -620 Closed
IAMOG
808
Investors Asset Management of Georgia
Georgia
– -$28K -525 Closed
WAM
809
Wolverine Asset Management
Illinois
– -$25K -469 Closed
CYG
810
Clean Yield Group
Vermont
– -$16K -300 Closed
EDRH
811
Edmond de Rothschild Holding
Switzerland
– -$16K -300 Closed
EIP
812
Ellis Investment Partners
Pennsylvania
– -$16K -300 Closed
HNWAG
813
High Net Worth Advisory Group
Florida
– -$16K -300 Closed
EC
814
EdgeRock Capital
Colorado
– -$15K -280 Closed
GWSG
815
GPS Wealth Strategies Group
Colorado
– -$15K -280 Closed
MA
816
MUFG Americas
New York
– -$11K -212 Closed
VCM
817
Vigilant Capital Management
Maine
– -$9K -169 Closed
PFPT
818
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$9K -165 Closed
HCP
819
Hexagon Capital Partners
Arkansas
– -$9K -163 Closed
ST
820
Smithfield Trust
Pennsylvania
– -$7K -128 Closed
CWC
821
Carolinas Wealth Consulting
North Carolina
– -$6K -113 Closed
AIP
822
Almanack Investment Partners
Pennsylvania
– -$4K -73 Closed
DWA
823
Delos Wealth Advisors
Texas
– -$4K -72 Closed
SSB
824
Sandy Spring Bank
Maryland
– -$3K -65 Closed
SFO
825
Standard Family Office
South Dakota
– -$3K -53 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.