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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
AC
376
Athanor Capital
New York
$1.13M +$829K +6,576 New
TI
377
Trexquant Investment
Connecticut
$1.13M -$1.75M -13,897 -68%
ECM
378
ExodusPoint Capital Management
New York
$1.13M +$825K +6,543 New
KeyBank National Association
379
KeyBank National Association
Ohio
$1.12M -$286K -2,267 -26%
Cerity Partners
380
Cerity Partners
New York
$1.12M -$882 -7 -0.1%
SPIA
381
Steward Partners Investment Advisory
New York
$1.12M -$768K -6,090 -48%
BG
382
Bollard Group
Massachusetts
$1.11M +$50.4K +400 +7%
FNBT
383
FineMark National Bank & Trust
Florida
$1.1M +$78.8K +625 +11%
SAM
384
Sompo Asset Management
Japan
$1.09M -$295K -2,340 -27%
GAM
385
Grandview Asset Management
Pennsylvania
$1.09M +$801K +6,359 New
WCM
386
Washburn Capital Management
Florida
$1.09M +$802K +6,360 New
TNA
387
True North Advisors
Texas
$1.09M +$1.89K +15 +0.2%
ECM
388
ETrade Capital Management
Virginia
$1.07M +$108K +860 +16%
Lazard Asset Management
389
Lazard Asset Management
New York
$1.05M +$769K +6,104 New
EWA
390
EP Wealth Advisors
California
$1.05M -$118K -939 -13%
PA
391
Paragon Advisors
Texas
$1.04M +$227K +1,798 +43%
SO
392
STRS Ohio
Ohio
$1.04M +$111K +878 +17%
SAM
393
Shell Asset Management
Netherlands
$1.03M +$243K +1,927 +47%
PCR
394
Potrero Capital Research
California
$1.03M -$8.57M -68,000 -92%
WS
395
Wedbush Securities
California
$1M +$197K +1,566 +37%
BRA
396
Blue Rock Advisors
Minnesota
$989K +$724K +5,745 New
TGAM
397
TBH Global Asset Management
Tennessee
$987K +$54.2K +430 +8%
AFAS
398
Acorn Financial Advisory Services
Virginia
$978K -$129K -1,025 -15%
SW
399
SkyOak Wealth
Michigan
$977K +$245K +1,946 +52%
SPC
400
Sigma Planning Corp
Michigan
$959K +$106K +841 +18%