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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
HWA
826
HHM Wealth Advisors
Tennessee
– -$3K -52 Closed
CL
827
COWA LLC
Oklahoma
– -$3K -50 Closed
JWM
828
Janiczek Wealth Management
Colorado
– -$2K -50 Closed
RCM
829
Raleigh Capital Management
North Carolina
– -$3K -50 Closed
1832 Asset Management
830
1832 Asset Management
Ontario, Canada
– -$2K -43 Closed
WB
831
Webster Bank
Connecticut
– -$2K -35 Closed
ONST
832
Old North State Trust
North Carolina
– -$2K -34 Closed
TPCW
833
TD Private Client Wealth
New York
– -$1.6K -30 Closed
AssetMark Inc
834
AssetMark Inc
California
– -$1K -28 Closed
MS
835
Mizuho Securities
Japan
– -$1K -27 Closed
MWA
836
Moser Wealth Advisors
Washington
– -$1K -26 Closed
HWP
837
Highline Wealth Partners
California
– -$1.28K -24 Closed
PCA
838
Providence Capital Advisors
North Carolina
– -$1K -20 Closed
BBHC
839
Brown Brothers Harriman & Co
New York
– -$1K -12 Closed
AFS
840
Annapolis Financial Services
Maryland
– -$1K -10 Closed
VWM
841
Valley Wealth Managers
New Jersey
– -$243 -5 Closed
TAM
842
Tucker Asset Management
Colorado
– -$145 -3 Closed
HFS
843
HBC Financial Services
Washington
– +$487 +10 New
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.