DocuSign
DOCU
726 hedge funds and large institutions have $9.15B invested in DocuSign in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 248 increasing their positions, 245 reducing their positions, and 92 closing their positions.
11% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 92
5% more capital invested
Capital invested by funds: $8.68B → $9.15B (+$468M)
1% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 245
0.57% less ownership
Funds ownership: 77.86% → 77.29% (-0.57%)
1% less funds holding
Funds holding: 734 → 726 (-8)
26% less call options, than puts
Call options by funds: $694M | Put options by funds: $941M
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$227M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$203M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$109M |
| 4 |
Coatue Management
New York
|
+$94.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$169M |
| 2 |
D.E. Shaw & Co
New York
|
-$87.7M |
| 3 |
BlackRock
New York
|
-$85.8M |
| 4 |
Goldman Sachs
New York
|
-$76.1M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$66.1M |
DOCU Hedge Fund Activity: Q1 2023 in Review
726 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2023, worth a combined $9.15B — up 5.4% from $8.68B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new DOCU positions and 92 closed out — a net gain of 10 holders — while 248 added to existing stakes and 245 trimmed.
The largest buyer was Capital International Investors, adding an estimated $227M. The largest seller was Millennium Management, cutting an estimated $169M.
- 726 institutional investors held DocuSign (DOCU) as of Q1 2023, down from 734 in Q4 2022.
- Funds reported $9.15B of DocuSign stock for Q1 2023, up 5.4% quarter-over-quarter.
- 102 funds opened new DocuSign positions in Q1 2023 and 92 closed out, a net change of +10 holders.
- The largest DocuSign buyer in Q1 2023 was Capital International Investors, an estimated $227M added.
- The largest DocuSign seller in Q1 2023 was Millennium Management, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2023.