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DOCU

DocuSign

790 hedge funds and large institutions have $8.82B invested in DocuSign in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 282 increasing their positions, 300 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% less ownership

Funds ownership: 77.55%77.05% (-0.5%)

6% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 300

8% less call options, than puts

Call options by funds: $934M | Put options by funds: $1.02B

16% less funds holding

Funds holding: 935790 (-145)

46% less capital invested

Capital invested by funds: $16.3B → $8.82B (-$7.48B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

63% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 211

Holders
790
Holders Change
-145
Holders Change %
-15.51%
% of All Funds
13.31%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
282
Reduced
300
Closed
211
Calls
$934M
Puts
$1.02B
Net Calls
-$84.6M
Net Calls Change
+$98.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
826
Hillsdale Investment Management
Ontario, Canada
-$602K -5,615 Closed
Fidelity International
827
Fidelity International
Bermuda
-$556K -5,187 Closed
AP
828
Americana Partners
Texas
-$533K -5,078 Closed
BCM
829
Beck Capital Management
Texas
-$541K -5,047 Closed
MS
830
Marshall & Sullivan
Washington
-$517K -4,827 Closed
CG
831
Caprock Group
Idaho
-$485K -4,523 Closed
AMC
832
Asset Management Corp
Illinois
-$475K -4,435 Closed
HVP
833
Hudson Value Partners
Florida
-$456K -4,261 Closed
CCA
834
Checchi Capital Advisers
California
-$452K -4,219 Closed
JM
835
Jeneq Management
New York
-$450K -4,200 Closed
GSC
836
Ground Swell Capital
South Carolina
-$448K -4,179 Closed
FFA
837
First Foundation Advisors
California
-$447K -4,173 Closed
CPC
838
Congress Park Capital
New York
-$442K -4,130 Closed
CW
839
CreativeOne Wealth
Kansas
-$431K -4,019 Closed
MIM
840
Moseley Investment Management
Florida
-$426K -3,980 Closed
BAM
841
Berkshire Asset Management
Pennsylvania
-$420K -3,919 Closed
GIP
842
Granite Investment Partners
California
-$397K -3,707 Closed
Cerity Partners
843
Cerity Partners
New York
-$394K -3,687 Closed
OSAM
844
O'Shaughnessy Asset Management
Connecticut
-$388K -3,620 Closed
VWA
845
Visionary Wealth Advisors
Illinois
-$362K -3,380 Closed
MNBTD
846
Moody National Bank Trust Division
Texas
-$358K -3,340 Closed
Brown Advisory
847
Brown Advisory
Maryland
-$352K -3,289 Closed
SEA
848
Stegent Equity Advisors
Texas
-$334K -3,114 Closed
RCG
849
Regatta Capital Group
California
-$329K -3,074 Closed
IRF
850
IBM Retirement Fund
New York
-$329K -3,068 Closed

DOCU Hedge Fund Activity: Q2 2022 in Review

790 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2022, worth a combined $8.82B — down 46% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 211 funds closed out of DOCU and 78 opened new positions — a net loss of 133 holders — while 300 trimmed existing stakes and 282 added.

The largest buyer was Flossbach Von Storch, adding an estimated $277M. The largest seller was T. Rowe Price Associates, cutting an estimated $528M.

  • 790 institutional investors held DocuSign (DOCU) as of Q2 2022, down from 935 in Q1 2022.
  • Funds reported $8.82B of DocuSign stock for Q2 2022, down 46% quarter-over-quarter.
  • 78 funds opened new DocuSign positions in Q2 2022 and 211 closed out, a net change of -133 holders.
  • The largest DocuSign buyer in Q2 2022 was Flossbach Von Storch, an estimated $277M added.
  • The largest DocuSign seller in Q2 2022 was T. Rowe Price Associates, an estimated $528M sold.

Based on aggregated 13F filings for Q2 2022.