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DocuSign

569 hedge funds and large institutions have $13.6B invested in DocuSign in 2020 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 207 increasing their positions, 139 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 47

67% more call options, than puts

Call options by funds: $350M | Put options by funds: $209M

49% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 139

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

27% more capital invested

Capital invested by funds: $10.7B → $13.6B (+$2.9B)

26% more funds holding

Funds holding: 453569 (+116)

0.86% more ownership

Funds ownership: 80.51%81.37% (+0.86%)

Holders
569
Holders Change
+116
Holders Change %
+25.61%
% of All Funds
12.54%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.51%
New
166
Increased
207
Reduced
139
Closed
47
Calls
$350M
Puts
$209M
Net Calls
+$141M
Net Calls Change
-$54.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
301
Mid Atlantic Financial Management
Pennsylvania
$738K +$189K +2,353 +42%
BBVA
302
Banco Bilbao Vizcaya Argentaria
Spain
$732K
CMI
303
Clare Market Investments
Texas
$731K +$314K +3,905 +97%
LFAS
304
Level Four Advisory Services
Texas
$727K -$41.1K -511 -6%
AAM
305
Advisors Asset Management
Colorado
$727K +$88.5K +1,100 +16%
LSAG
306
Lake Street Advisors Group
New Hampshire
$725K +$8.77K +109 +1%
Prudential Financial
307
Prudential Financial
New Jersey
$714K +$16.8K +209 +3%
BCP
308
Berkeley Capital Partners
Georgia
$702K -$226K -2,814 -27%
WCM
309
Weld Capital Management
New York
$695K +$605K +7,525 New
PP
310
Paloma Partners
Connecticut
$691K +$601K +7,479 New
OSIA
311
O'Shares Investment Advisers
Massachusetts
$689K +$31.8K +395 +6%
EMG
312
Ellington Management Group
Connecticut
$684K +$595K +7,400 New
BIM
313
Bridgecreek Investment Management
Oklahoma
$676K +$588K +7,315 New
VIA
314
Vident Investment Advisory
Georgia
$676K +$589K +7,321 New
Ensign Peak Advisors
315
Ensign Peak Advisors
Utah
$669K +$288K +3,581 +98%
IC
316
Intersect Capital
California
$668K +$6.75K +84 +1%
PA
317
PSI Advisors
Florida
$666K -$66.9K -832 -10%
HWM
318
Hohimer Wealth Management
Washington
$659K +$3.22K +40 +0.7%
GC
319
Guggenheim Capital
Illinois
$655K -$223K -2,770 -28%
EWA
320
EP Wealth Advisors
California
$648K -$65.5K -814 -10%
VFA
321
Voya Financial Advisors
Connecticut
$646K +$252K +3,139 +75%
BT
322
Brandywine Trust
Delaware
$630K
AFAS
323
Acorn Financial Advisory Services
Virginia
$620K +$33.2K +413 +7%
DAM
324
Doheny Asset Management
California
$619K
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$616K +$329K +4,085 +158%