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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
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$1.4M +$184K +1,462 +22%
LSAG
352
Lake Street Advisors Group
New Hampshire
$1.39M +$28.2K +224 +3%
FAAS
353
First Allied Advisory Services
California
$1.38M -$31K -246 -3%
ERSOT
354
Employees Retirement System of Texas
Texas
$1.38M +$1.01M +8,000 New
SEIA
355
Signature Estate & Investment Advisors
California
$1.37M +$1M +7,967 New
IC
356
Intersect Capital
California
$1.36M +$81.7K +648 +9%
CI
357
Cavalier Investments
Georgia
$1.34M +$983K +7,800 New
NIM
358
Northeast Investment Management
Massachusetts
$1.34M +$446K +3,540 +84%
DAM
359
Doheny Asset Management
California
$1.32M -$87.6K -695 -8%
BCV
360
Banque Cantonale Vaudoise
Switzerland
$1.32M +$964K +7,650 New
Jennison Associates
361
Jennison Associates
New York
$1.31M +$960K +7,615 New
Nomura Holdings
362
Nomura Holdings
Japan
$1.3M +$246K +1,949 +35%
HMS
363
Hanseatic Management Services
New Mexico
$1.29M +$569K +4,513 +150%
BGDI
364
BW Gestao de Investimentos
Brazil
$1.29M +$945K +7,500 New
Connor, Clark & Lunn Investment Management (CC&L)
365
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.28M +$939K +7,450 New
FHA
366
Flagship Harbor Advisors
Massachusetts
$1.28M +$250K +1,984 +36%
VFA
367
Voya Financial Advisors
Connecticut
$1.26M +$126 +1 +0%
TVWM
368
Tower View Wealth Management
Wisconsin
$1.23M +$903K +7,168 New
Schroder Investment Management Group
369
Schroder Investment Management Group
United Kingdom
$1.23M +$584K +4,634 +183%
Axa
370
Axa
France
$1.2M +$173K +1,371 +24%
JWM
371
Jupiter Wealth Management
Colorado
$1.19M
KA
372
Kovack Advisors
Florida
$1.19M +$871K +6,911 New
PA
373
PSI Advisors
Florida
$1.17M -$52.3K -415 -6%
KAM
374
Karani Asset Management
New York
$1.14M -$506K -4,015 -38%
LNWWM
375
Laird Norton Wetherby Wealth Management
California
$1.14M -$253K -2,010 -23%