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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
AAM
351
Advisors Asset Management
Colorado
$1.88M -$14.5K -70 -0.8%
MAM
352
Morse Asset Management
Connecticut
$1.87M -$795K -3,830 -31%
Nordea Investment Management
353
Nordea Investment Management
Sweden
$1.81M -$1.19M -5,749 -41%
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$1.8M +$44.4K +214 +3%
JWCA
355
J.W. Cole Advisors
Florida
$1.78M +$1.72M +8,267 New
PPSG
356
Princeton Portfolio Strategies Group
New Jersey
$1.77M -$953K -4,590 -36%
BB
357
Busey Bank
Illinois
$1.77M -$580K -2,795 -25%
CA
358
Cetera Advisors
Colorado
$1.76M -$607K -2,926 -26%
CTA
359
Chesley Taft & Associates
Illinois
$1.72M -$355K -1,710 -18%
FHA
360
Flagship Harbor Advisors
Massachusetts
$1.72M +$115K +554 +7%
NA
361
NewEdge Advisors
Louisiana
$1.7M -$260K -1,255 -14%
Comerica Bank
362
Comerica Bank
Texas
$1.69M -$54.8K -264 -3%
MAM
363
Meeder Asset Management
Ohio
$1.64M -$970K -4,672 -38%
WCM
364
Washburn Capital Management
Florida
$1.61M +$229K +1,105 +17%
OAM
365
Optimal Asset Management
California
$1.61M +$712K +3,431 +85%
VWA
366
V Wealth Advisors
Kansas
$1.6M -$807K -3,888 -34%
LSA
367
L & S Advisors
California
$1.59M +$1.54M +7,401 New
LFAS
368
Level Four Advisory Services
Texas
$1.58M -$273K -1,314 -15%
SPIA
369
Steward Partners Investment Advisory
New York
$1.58M +$180K +869 +13%
HH
370
Hilltop Holdings
Texas
$1.58M +$455K +2,193 +43%
PA
371
Paragon Advisors
Texas
$1.55M +$248K +1,197 +20%
SPC
372
Sigma Planning Corp
Michigan
$1.55M +$342K +1,648 +30%
WS
373
Wedbush Securities
California
$1.55M +$286K +1,380 +24%
BRWA
374
B. Riley Wealth Advisors
Florida
$1.52M +$778K +3,748 +104%
AIM
375
Aspen Investment Management
Michigan
$1.51M -$382K -1,838 -21%