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DocuSign

849 hedge funds and large institutions have $29.6B invested in DocuSign in 2020 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 292 increasing their positions, 299 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 82

20% more capital invested

Capital invested by funds: $24.7B → $29.6B (+$4.89B)

16% more funds holding

Funds holding: 734849 (+115)

10% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.79B

2% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 299

3.55% less ownership

Funds ownership: 77.88%74.33% (-3.6%)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

Holders
849
Holders Change
+115
Holders Change %
+15.67%
% of All Funds
17.13%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.42%
New
198
Increased
292
Reduced
299
Closed
82
Calls
$1.96B
Puts
$1.79B
Net Calls
+$173M
Net Calls Change
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
326
CIBC World Market
Ontario, Canada
$2.14M -$1.29M -6,225 -38%
UIM
327
USS Investment Management
United Kingdom
$2.14M
PSUF
328
People's United Financial
Connecticut
$2.13M +$1.61M +7,746 +362%
TRCT
329
Tower Research Capital (TRC)
New York
$2.11M +$1.61M +7,776 +385%
APA
330
American Portfolios Advisors
New York
$2.11M +$73.9K +356 +4%
Lido Advisors
331
Lido Advisors
California
$2.1M +$325K +1,565 +19%
SIC
332
Sigma Investment Counselors
Michigan
$2.07M -$2.42M -11,675 -55%
OCM
333
Orser Capital Management
Texas
$2.07M +$2M +9,638 New
BFEC
334
Benjamin F. Edwards & Company
Missouri
$2.07M -$74.5K -359 -4%
Teacher Retirement System of Texas
335
Teacher Retirement System of Texas
Texas
$2.06M +$834K +4,020 +72%
MA
336
Modus Advisors
Minnesota
$2.06M -$701K -3,377 -26%
SFO
337
Stokes Family Office
Louisiana
$2.03M -$439K -2,116 -18%
AB
338
Amalgamated Bank
New York
$2.03M -$11.6K -56 -0.6%
TSS
339
Thomas Story & Son
Indiana
$2.02M +$1.95M +9,400 New
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$2.02M -$11.1M -53,278 -85%
IC
341
Intersect Capital
California
$2M +$298K +1,434 +18%
AIM
342
Achmea Investment Management
Netherlands
$1.99M +$1.92M +9,257 New
NIM
343
Northeast Investment Management
Massachusetts
$1.99M +$306K +1,476 +19%
LSAG
344
Lake Street Advisors Group
New Hampshire
$1.97M +$229K +1,104 +14%
HCMT
345
Highland Capital Management (Tennessee)
Tennessee
$1.96M +$1.89M +9,110 New
PAG
346
Private Advisor Group
New Jersey
$1.92M +$135K +651 +8%
1W
347
1776 Wealth
Georgia
$1.92M -$63.5K -306 -3%
KA
348
Kovack Advisors
Florida
$1.91M +$412K +1,983 +29%
FAAS
349
First Allied Advisory Services
California
$1.9M +$165K +796 +10%
BRA
350
Blue Rock Advisors
Minnesota
$1.89M +$629K +3,030 +53%