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DocuSign

259 hedge funds and large institutions have $3.64B invested in DocuSign in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 47

50% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 70

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

37% more call options, than puts

Call options by funds: $53.2M | Put options by funds: $38.8M

14.77% more ownership

Funds ownership: 40.58%55.35% (+15%)

13% more funds holding

Funds holding: 230259 (+29)

10% more capital invested

Capital invested by funds: $3.32B → $3.64B (+$319M)

Holders
259
Holders Change
+29
Holders Change %
+12.61%
% of All Funds
5.77%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.42%
New
105
Increased
91
Reduced
47
Closed
70
Calls
$53.2M
Puts
$38.8M
Net Calls
+$14.4M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
301
Vident Investment Advisory
Georgia
-$622K -11,830 Closed
OAC
302
OMERS Administration Corp
Ontario, Canada
-$526K -10,000 Closed
CAS
303
Cue Advisory Services
Arizona
-$471K -8,965 Closed
MA
304
Mutual Advisors
Nebraska
-$460K -8,747 Closed
SPC
305
Sigma Planning Corp
Michigan
-$427K -8,115 Closed
LFAS
306
Level Four Advisory Services
Texas
-$377K -7,165 Closed
SAM
307
Securian Asset Management
Minnesota
-$2.73M -7,000 Closed
WMSA
308
Weiss Multi-Strategy Advisers
New York
-$368K -7,000 Closed
VF
309
Virtu Financial
New York
-$355K -6,754 Closed
SG Americas Securities
310
SG Americas Securities
New York
-$296K -5,639 Closed
KA
311
Kovack Advisors
Florida
-$263K -5,001 Closed
LCS
312
Levin Capital Strategies
New York
-$263K -5,000 Closed
NL
313
NVWM LLC
Pennsylvania
-$203K -4,834 -100%
SB
314
Suntrust Banks
Georgia
-$251K -4,781 Closed
BOC
315
Barbara Oil Co
Illinois
-$247K -4,700 Closed
BA
316
BKS Advisors
Michigan
-$236K -4,500 Closed
CAN
317
Cetera Advisor Networks
California
-$214K -4,225 Closed
KeyBank National Association
318
KeyBank National Association
Ohio
-$213K -4,058 Closed
OTC
319
Opera Trading Capital
France
-$101K -1,912 Closed
FIA
320
FNY Investment Advisers
New York
-$89K -1,693 Closed
AA
321
Ancora Advisors
Ohio
-$53K -1,000 Closed
SCM
322
Southport Capital Management
Tennessee
-$53K -1,000 Closed
SWP
323
Stratos Wealth Partners
Ohio
-$50K -950 Closed
LA
324
Legacy Advisors
Pennsylvania
-$38K -732 Closed
Fidelity International
325
Fidelity International
Bermuda
-$37K -700 Closed