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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$988M +$13M +207,808 +1%
BlackRock
2
BlackRock
New York
$633M +$34.3M +546,788 +5%
Polen Capital Management
3
Polen Capital Management
Florida
$462M +$2.13M +33,901 +0.4%
Capital World Investors
4
Capital World Investors
California
$340M -$130M -2,080,281 -25%
Flossbach Von Storch
5
Flossbach Von Storch
Germany
$314M +$3.67M +58,499 +1%
Fisher Asset Management
6
Fisher Asset Management
Washington
$295M +$18.3M +292,167 +6%
State Street
7
State Street
Massachusetts
$221M -$3.46M -55,134 -1%
Goldman Sachs
8
Goldman Sachs
New York
$213M +$89.9M +1,434,442 +56%
Two Sigma Investments
9
Two Sigma Investments
New York
$175M +$57.5M +916,731 +39%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$158M -$10.8M -171,553 -5%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$154M +$34.4M +548,600 +23%
ClearBridge Investments
12
ClearBridge Investments
New York
$145M -$15.3M -244,206 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$140M +$1.71M +27,307 +1%
American Century Companies
14
American Century Companies
Missouri
$137M +$4.89M +78,022 +3%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$135M +$158M +2,518,551 New
First Trust Advisors
16
First Trust Advisors
Illinois
$134M +$25.7M +409,284 +20%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$127M +$29.6M +472,622 +25%
Morgan Stanley
18
Morgan Stanley
New York
$114M -$26M -414,006 -16%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M -$6.2M -98,856 -5%
N
20
Nuveen
North Carolina
$104M -$8.88M -141,692 -7%
Renaissance Technologies
21
Renaissance Technologies
New York
$98.9M -$30.1M -479,400 -21%
Norges Bank
22
Norges Bank
Norway
$98.5M +$10M +159,693 +9%
Macquarie Group
23
Macquarie Group
Australia
$97.1M +$8.4M +133,972 +8%
LIP
24
Liontrust Investment Partners
United Kingdom
$91.2M -$5.87M -93,700 -5%
Northern Trust
25
Northern Trust
Illinois
$87.9M -$1.99M -31,769 -2%

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.