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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
NP
926
NorthRock Partners
Minnesota
-$210K -1,962 Closed
VCWA
927
Vanguard Capital Wealth Advisors
Colorado
-$208K -1,950 Closed
GAMC
928
Garner Asset Management Corp
Texas
-$208K -1,945 Closed
Capstone Investment Advisors
929
Capstone Investment Advisors
New York
-$208K -1,939 Closed
LAM
930
LifePro Asset Management
California
-$203K -1,899 Closed
SA
931
Strategic Advisors
New York
-$200K -1,873 Closed
CA
932
Claro Advisors
Massachusetts
-$285K -1,872 Closed
TFS
933
Thoroughbred Financial Services
Tennessee
-$200K -1,868 Closed
Koshinski Asset Management
934
Koshinski Asset Management
Illinois
-$178K -1,665 Closed
JCM
935
Jag Capital Management
Missouri
-$331K -1,634 Closed
CW
936
Connectus Wealth
Ohio
-$208K -1,363 Closed
DFCM
937
Dark Forest Capital Management
Puerto Rico
-$126K -1,182 Closed
PAM
938
Paradigm Asset Management
New York
-$118K -1,100 Closed
New York State Teachers Retirement System (NYSTRS)
939
New York State Teachers Retirement System (NYSTRS)
New York
-$107K -1,000 Closed
FAG
940
Fortitude Advisory Group
Washington
-$90K -836 Closed
SSG
941
Summit Securities Group
New York
-$87K -813 Closed
BAMF
942
BI Asset Management Fondsmaeglerselskab
Denmark
-$85K -789 Closed
BBHC
943
Brown Brothers Harriman & Co
New York
-$60K -559 Closed
DB
944
Dravo Bay
Delaware
-$55.6K -519 Closed
ICM
945
Ionic Capital Management
New York
-$44K -415 Closed
MWM
946
Mascoma Wealth Management
New Hampshire
-$43K -400 Closed
KFP
947
KB Financial Partners
New Jersey
-$38K -358 Closed
SC
948
Steph & Co
Wisconsin
-$37K -341 Closed
HA
949
Herold Advisors
New York
-$21.4K -200 Closed
MCM
950
MV Capital Management
Maryland
-$21K -200 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.