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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
Teacher Retirement System of Texas
401
Teacher Retirement System of Texas
Texas
$957K -$3.64M -28,876 -84%
KCM
402
Kornitzer Capital Management
Kansas
$947K +$693K +5,500 New
IWM
403
IHT Wealth Management
Illinois
$942K +$351K +2,781 +103%
PCM
404
Parsons Capital Management
Rhode Island
$936K
AIMCA
405
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$930K +$681K +5,400 New
LP
406
LMR Partners
United Kingdom
$930K +$681K +5,400 New
IAN
407
Integrated Advisors Network
Texas
$916K +$670K +5,319 New
BM
408
Brandywine Managers
Delaware
$913K -$25.2K -200 -4%
IAA
409
Independent Advisor Alliance
North Carolina
$911K +$330K +2,617 +98%
DADC
410
D.A. Davidson & Co
Montana
$910K -$1.99M -15,767 -75%
PFS
411
Prospera Financial Services
Texas
$908K +$311K +2,468 +88%
MMA
412
Miracle Mile Advisors
California
$888K +$650K +5,155 New
HH
413
Hilltop Holdings
Texas
$886K +$649K +5,147 New
TCWM
414
Total Clarity Wealth Management
Illinois
$885K +$648K +5,140 New
WWM
415
WT Wealth Management
Arizona
$883K -$134K -1,063 -17%
AC
416
Allstate Corporation
Illinois
$878K +$643K +5,099 New
FMLI
417
Fukoku Mutual Life Insurance
Japan
$878K +$643K +5,100 New
GIA
418
Gladstone Institutional Advisory
Florida
$878K +$643K +5,101 New
WCA
419
Westover Capital Advisors
Delaware
$873K +$20.2K +160 +3%
BCA
420
Berman Capital Advisors
Georgia
$870K +$3.78K +30 +0.6%
DBT
421
Dubuque Bank & Trust
Iowa
$868K +$1.39K +11 +0.2%
WI
422
Wintrust Investments
Illinois
$867K +$154K +1,225 +28%
CB
423
Commerce Bank
Missouri
$857K +$29.6K +235 +5%
CAPTRUST Financial Advisors
424
CAPTRUST Financial Advisors
North Carolina
$849K +$210K +1,670 +54%
CCM
425
Coldstream Capital Management
Washington
$836K -$27.5K -218 -4%