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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
LA
851
Lakeside Advisors
Washington
-$327K -3,050 Closed
IIA
852
IPG Investment Advisors
California
-$324K -3,025 Closed
DAS
853
Dynamic Advisor Solutions
Arizona
-$323K -3,015 Closed
CCG
854
Ceeto Capital Group
Florida
-$321K -3,000 Closed
CAM
855
Cubic Asset Management
Massachusetts
-$321K -3,000 Closed
AP
856
Adero Partners
California
-$318K -2,973 Closed
NAMA
857
Nikko Asset Management Americas
New York
-$318K -2,956 Closed
9WM
858
9258 Wealth Management
Ohio
-$315K -2,936 Closed
LNC
859
Lincoln National Corp
Pennsylvania
-$315K -2,935 Closed
CHP
860
Cable Hill Partners
Oregon
-$313K -2,918 Closed
JWCA
861
J.W. Cole Advisors
Florida
-$310K -2,893 Closed
SMH
862
Sanders Morris Harris
Texas
-$306K -2,864 Closed
ARG
863
Advisory Resource Group
Oklahoma
-$306K -2,858 Closed
ACS
864
Archford Capital Strategies
Illinois
-$306K -2,849 Closed
KCM
865
KRS Capital Management
Michigan
-$305K -2,848 Closed
ORC
866
O'Rourke & Company
Massachusetts
-$304K -2,834 Closed
BCM
867
Bayesian Capital Management
New York
-$300K -2,800 Closed
CU
868
CQS (US)
New York
-$300K -2,797 Closed
PGFC
869
Peapack-Gladstone Financial Corp
New Jersey
-$299K -2,792 Closed
SW
870
SteelPeak Wealth
California
-$295K -2,754 Closed
CCP
871
Corient Capital Partners
California
-$292K -2,730 Closed
DA
872
Doliver Advisors
Texas
-$292K -2,730 Closed
CIAS
873
Capital Investment Advisory Services
North Carolina
-$292K -2,728 Closed
MIC
874
Means Investment Company
Maine
-$289K -2,701 Closed
FRA
875
Frank Rimerman Advisors
California
-$289K -2,694 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.