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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
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$1.5M +$580K +2,793 +67%
AIL
377
AGF Investments LLC
Ontario, Canada
$1.49M -$442K -2,130 -24%
Capstone Investment Advisors
378
Capstone Investment Advisors
New York
$1.48M +$1.43M +6,886 New
NEIRG
379
New England Investment & Retirement Group
Massachusetts
$1.47M -$613K -2,952 -30%
S
380
Seeyond
France
$1.47M +$900K +4,336 +175%
EF
381
Empowered Funds
Pennsylvania
$1.45M +$1.39M +6,719 New
DAM
382
Doheny Asset Management
California
$1.44M -$200K -965 -13%
SEIA
383
Signature Estate & Investment Advisors
California
$1.44M -$268K -1,291 -16%
QT
384
Quantbot Technologies
New York
$1.43M +$1.38M +6,639 New
SCP
385
Syntal Capital Partners
Texas
$1.43M -$1.18M -5,675 -46%
SWP
386
Stratos Wealth Partners
Ohio
$1.41M +$391K +1,883 +40%
LNWWM
387
Laird Norton Wetherby Wealth Management
California
$1.4M -$21.2K -102 -2%
MIP
388
Marietta Investment Partners
Wisconsin
$1.38M +$915K +4,409 +218%
GWSG
389
GPS Wealth Strategies Group
Colorado
$1.38M +$1.33M +6,407 New
NFG
390
Next Financial Group
Texas
$1.37M +$369K +1,779 +39%
ACM
391
Aljian Capital Management
Nevada
$1.32M +$342K +1,650 +37%
GAM
392
Grandview Asset Management
Pennsylvania
$1.32M -$49.6K -239 -4%
PNC Financial Services Group
393
PNC Financial Services Group
Pennsylvania
$1.31M +$606K +2,921 +92%
TVWM
394
Tower View Wealth Management
Wisconsin
$1.31M -$224K -1,080 -15%
O
395
Ossiam
France
$1.31M -$4.68M -22,534 -79%
BCV
396
Banque Cantonale Vaudoise
Switzerland
$1.3M -$334K -1,611 -21%
Cerity Partners
397
Cerity Partners
New York
$1.29M -$108K -522 -8%
PCR
398
Potrero Capital Research
California
$1.29M
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$736K -3,544 -37%
AW
400
ACG Wealth
Georgia
$1.28M +$734K +3,535 +148%