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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
DT
876
Diversified Trust
Tennessee
-$286K -2,672 Closed
3F
877
360 Financial
Minnesota
-$300K -2,670 Closed
NL
878
NWAM LLC
Washington
-$285K -2,661 Closed
ISWM
879
Independent Solutions Wealth Management
New York
-$284K -2,652 Closed
SB
880
Strategic Blueprint
Georgia
-$283K -2,641 Closed
YCM
881
Yousif Capital Management
Michigan
-$283K -2,639 Closed
MPM
882
Meritage Portfolio Management
Kansas
-$281K -2,625 Closed
GL
883
Graypoint LLC
New York
-$278K -2,599 Closed
PWM
884
Perigon Wealth Management
California
-$276K -2,576 Closed
LFA
885
Legacy Financial Advisors
Kentucky
-$274K -2,558 Closed
SIG
886
Stonegate Investment Group
Alabama
-$274K -2,557 Closed
MOS
887
MGO One Seven
Ohio
-$273K -2,546 Closed
EFS
888
Essex Financial Services
Connecticut
-$273K -2,545 Closed
RHBC
889
R.H. Bluestein & Co
Michigan
-$270K -2,525 Closed
RFN
890
Redwood Financial Network
Ohio
-$268K -2,505 Closed
DWM
891
Drive Wealth Management
Utah
-$268K -2,503 Closed
ACM
892
Alpha Capital Management
Texas
-$267K -2,490 Closed
NFG
893
Nations Financial Group
Iowa
-$267K -2,489 Closed
CMI
894
Clare Market Investments
Texas
-$264K -2,465 Closed
CAG
895
Csenge Advisory Group
Florida
-$264K -2,461 Closed
WA
896
Wealth Architects
California
-$255K -2,385 Closed
FCM
897
Fortis Capital Management
Washington
-$254K -2,374 Closed
IAIM
898
International Assets Investment Management
Florida
-$248K -2,311 Closed
CA
899
Carson Advisory
Georgia
-$244K -2,282 Closed
KMWM
900
Keudell/Morrison Wealth Management
Oregon
-$243K -2,273 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.