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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
Squarepoint
101
Squarepoint
New York
$8.23M -$625K -7,715 -5%
Victory Capital Management
102
Victory Capital Management
Texas
$8.19M +$66.1K +816 +0.6%
TC
103
TownSquare Capital
Utah
$8.19M -$265K -3,275 -2%
HFS
104
Hantz Financial Services
Michigan
$8M +$378K +4,664 +3%
AllianceBernstein
105
AllianceBernstein
Tennessee
$8M +$3.5M +43,176 +45%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$7.96M -$1.4M -17,254 -11%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$7.95M -$631K -7,794 -5%
RPI
108
Railway Pension Investments
United Kingdom
$7.92M
SMFG
109
Sumitomo Mitsui Financial Group
Japan
$7.89M -$3.13M -38,649 -23%
Rafferty Asset Management
110
Rafferty Asset Management
New York
$7.89M +$2.12M +26,244 +24%
Dimensional Fund Advisors
111
Dimensional Fund Advisors
Texas
$7.88M -$237K -2,925 -2%
Amundi
112
Amundi
France
$7.58M -$706K -8,719 -6%
EGM
113
Engineers Gate Manager
New York
$7.56M +$9.54M +117,884 +853%
SWM
114
Selective Wealth Management
Virginia
$7.53M -$254K -3,142 -2%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.46M +$2.3M +28,434 +28%
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$7M -$82.7K -1,022 -0.8%
Stifel Financial
117
Stifel Financial
Missouri
$6.96M +$264K +3,267 +3%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$6.91M
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$6.91M +$1.01M +12,492 +12%
HighTower Advisors
120
HighTower Advisors
Illinois
$6.83M -$1.15M -14,226 -11%
MSV
121
MN Services Vermogensbeheer
Netherlands
$6.64M -$1.34M -16,500 -12%
Nomura Asset Management
122
Nomura Asset Management
Japan
$6.62M +$2.71M +33,521 +41%
SC
123
Shearwater Capital
Colorado
$6.58M
Connor, Clark & Lunn Investment Management (CC&L)
124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.27M -$4.58M -56,599 -34%
Franklin Resources
125
Franklin Resources
California
$6.15M -$78.8M -972,903 -90%

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.