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DocuSign

734 hedge funds and large institutions have $24.7B invested in DocuSign in 2020 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 258 increasing their positions, 184 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 72

81% more capital invested

Capital invested by funds: $13.6B → $24.7B (+$11.1B)

40% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 184

35% more funds holding in top 10

Funds holding in top 10: 2331 (+8)

29% more funds holding

Funds holding: 569734 (+165)

21% more call options, than puts

Call options by funds: $1.03B | Put options by funds: $855M

3.49% less ownership

Funds ownership: 81.37%77.88% (-3.5%)

Holders
734
Holders Change
+165
Holders Change %
+29%
% of All Funds
15.05%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.64%
New
243
Increased
258
Reduced
184
Closed
72
Calls
$1.03B
Puts
$855M
Net Calls
+$177M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CMI
301
Clare Market Investments
Texas
$2.08M +$522K +4,140 +52%
B
302
Bailard
California
$2.05M +$286K +2,270 +24%
DILIC
303
Dai-ichi Life Insurance Company
Japan
$2.05M +$65.7K +521 +5%
CWM
304
CIBC World Markets
New York
$2.04M +$1.49M +11,845 New
SFO
305
Stokes Family Office
Louisiana
$1.99M +$750K +5,952 +106%
HLA
306
Hamilton Lane Advisors
Pennsylvania
$1.99M -$4.12M -32,722 -74%
VWA
307
V Wealth Advisors
Kansas
$1.95M +$167K +1,324 +13%
FCI
308
Financial Counselors Inc
Kansas
$1.94M +$223K +1,773 +19%
CA
309
Cetera Advisors
Colorado
$1.91M +$1.04M +8,248 +289%
BB
310
Busey Bank
Illinois
$1.9M -$358K -2,841 -21%
RA
311
Rational Advisors
New York
$1.84M +$1.34M +10,670 New
WAM
312
Weatherly Asset Management
California
$1.8M +$486K +3,855 +58%
Bank Julius Baer & Co
313
Bank Julius Baer & Co
Switzerland
$1.78M -$44.2K -351 -3%
IAIM
314
International Assets Investment Management
Florida
$1.75M +$117K +931 +10%
GH
315
GAM Holding
Switzerland
$1.74M -$1.01K -8 -0.1%
AIM
316
Axiom Investment Management
New York
$1.74M -$37.8K -300 -3%
CM
317
Churchill Management
California
$1.73M +$1.27M +10,038 New
BFEC
318
Benjamin F. Edwards & Company
Missouri
$1.72M +$10.7K +85 +0.9%
PA
319
Parallel Advisors
California
$1.72M +$447K +3,546 +55%
UIM
320
USS Investment Management
United Kingdom
$1.71M +$1.25M +9,941 New
NEIRG
321
New England Investment & Retirement Group
Massachusetts
$1.69M +$1.23M +9,786 New
CTA
322
Chesley Taft & Associates
Illinois
$1.67M +$1.22M +9,690 New
P8IP
323
Pier 88 Investment Partners
California
$1.67M -$764K -6,062 -39%
CSS
324
Cubist Systematic Strategies
Connecticut
$1.66M -$509K -4,035 -30%
AWM
325
AE Wealth Management
Kansas
$1.64M +$195K +1,550 +19%