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DOCU

DocuSign

737 hedge funds and large institutions have $8.31B invested in DocuSign in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 252 increasing their positions, 276 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $914M | Put options by funds: $863M

0.43% more ownership

Funds ownership: 77.05%77.48% (+0.43%)

9% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 276

6% less capital invested

Capital invested by funds: $8.82B → $8.31B (-$513M)

7% less funds holding

Funds holding: 790737 (-53)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

36% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 118

Holders
737
Holders Change
-53
Holders Change %
-6.71%
% of All Funds
12.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
76
Increased
252
Reduced
276
Closed
118
Calls
$914M
Puts
$863M
Net Calls
+$51.7M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
176
ExodusPoint Capital Management
New York
$2.67M -$761K -12,137 -20%
Janus Henderson Group
177
Janus Henderson Group
United Kingdom
$2.62M +$1.41M +22,465 +85%
CI
178
Ceera Investments
Texas
$2.57M +$730K +11,645 +32%
FAF
179
Första AP-fonden
Sweden
$2.48M -$332K -5,300 -10%
PPW
180
Parcion Private Wealth
Washington
$2.47M +$145K +2,305 +5%
Lord, Abbett & Co
181
Lord, Abbett & Co
New Jersey
$2.46M +$2.89M +46,038 New
KAS
182
Kestra Advisory Services
Texas
$2.44M +$165K +2,630 +6%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$2.44M -$180K -2,870 -6%
IIM
184
INTECH Investment Management
Florida
$2.39M +$343K +5,474 +14%
MMA
185
Mizuho Markets Americas
New York
$2.37M -$113K -1,800 -4%
SG Americas Securities
186
SG Americas Securities
New York
$2.34M -$9M -143,583 -77%
STA
187
Summit Trail Advisors
New York
$2.34M -$7.4K -118 -0.3%
YWP
188
YorkBridge Wealth Partners
New York
$2.33M +$72.3K +1,153 +3%
KBC Group
189
KBC Group
Belgium
$2.28M +$636K +10,140 +31%
FGIM
190
First Growth Investment Manager
California
$2.26M -$1.16M -18,500 -30%
OC
191
Oppenheimer & Co
New York
$2.26M -$990K -15,788 -27%
LWM
192
Lyell Wealth Management
California
$2.24M -$98.7K -1,574 -4%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$2.23M -$236K -3,760 -8%
SSG
194
Summit Securities Group
New York
$2.23M +$2.61M +41,697 New
Natixis Advisors
195
Natixis Advisors
Massachusetts
$2.21M -$207K -3,295 -7%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$2.19M -$474K -7,557 -16%
GWM
197
Greenwich Wealth Management
Connecticut
$2.15M +$1.19M +19,000 +90%
RC
198
RBF Capital
California
$2.14M +$2.51M +40,000 New
QT
199
Quantbot Technologies
New York
$2.13M +$2.49M +39,743 New
SI
200
Stephens Inc
Arkansas
$2.09M +$19.6K +313 +0.8%

DOCU Hedge Fund Activity: Q3 2022 in Review

737 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q3 2022, worth a combined $8.31B — down 5.8% from $8.82B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of DOCU and 76 opened new positions — a net loss of 42 holders — while 276 trimmed existing stakes and 252 added.

The largest buyer was Goldman Sachs, adding an estimated $89.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $191M.

  • 737 institutional investors held DocuSign (DOCU) as of Q3 2022, down from 790 in Q2 2022.
  • Funds reported $8.31B of DocuSign stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 76 funds opened new DocuSign positions in Q3 2022 and 118 closed out, a net change of -42 holders.
  • The largest DocuSign buyer in Q3 2022 was Goldman Sachs, an estimated $89.9M added.
  • The largest DocuSign seller in Q3 2022 was T. Rowe Price Associates, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2022.