DocuSign
DOCU
711 hedge funds and large institutions have $8.15B invested in DocuSign in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 275 reducing their positions, and 96 closing their positions.
1.37% more ownership
Funds ownership: 77.29% → 78.66% (+1.4%)
2% less funds holding
Funds holding: 726 → 711 (-15)
11% less capital invested
Capital invested by funds: $9.15B → $8.15B (-$1B)
13% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 96
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 275
20% less call options, than puts
Call options by funds: $594M | Put options by funds: $747M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$170M |
| 2 |
NMO
Newlands Management Operations
Dallas,
Texas
|
+$91.8M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$78M |
| 4 |
Man Group
London,
United Kingdom
|
+$59.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$53.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$306M |
| 2 |
Coatue Management
New York
|
-$171M |
| 3 |
Morgan Stanley
New York
|
-$38M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$37.7M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$34.7M |
DOCU Hedge Fund Activity: Q2 2023 in Review
711 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2023, worth a combined $8.15B — down 11% from $9.15B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of DOCU and 84 opened new positions — a net loss of 12 holders — while 275 trimmed existing stakes and 219 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $170M. The largest seller was Fisher Asset Management, cutting an estimated $306M.
- 711 institutional investors held DocuSign (DOCU) as of Q2 2023, down from 726 in Q1 2023.
- Funds reported $8.15B of DocuSign stock for Q2 2023, down 11% quarter-over-quarter.
- 84 funds opened new DocuSign positions in Q2 2023 and 96 closed out, a net change of -12 holders.
- The largest DocuSign buyer in Q2 2023 was T. Rowe Price Associates, an estimated $170M added.
- The largest DocuSign seller in Q2 2023 was Fisher Asset Management, an estimated $306M sold.
Based on aggregated 13F filings for Q2 2023.