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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
DADC
401
D.A. Davidson & Co
Montana
$1.27M +$133K +639 +12%
LCM
402
Landscape Capital Management
New Jersey
$1.25M +$350K +1,688 +41%
IRF
403
IBM Retirement Fund
New York
$1.25M +$345K +1,664 +40%
KAM
404
Karani Asset Management
New York
$1.24M -$186K -895 -13%
RIA
405
Realta Investment Advisors
Delaware
$1.23M +$1.19M +5,715 New
IP
406
Interval Partners
New York
$1.23M +$1.19M +5,712 New
PA
407
PSI Advisors
Florida
$1.23M -$229K -1,102 -16%
IWM
408
IHT Wealth Management
Illinois
$1.22M +$45.2K +218 +4%
CIC
409
Carnegie Investment Counsel
Ohio
$1.22M +$1.17M +5,645 New
FNBT
410
FineMark National Bank & Trust
Florida
$1.21M -$158K -760 -12%
LP
411
LMR Partners
United Kingdom
$1.21M +$41.5K +200 +4%
AHC
412
Adell Harriman & Carpenter
Texas
$1.2M +$1.16M +5,580 New
IAIM
413
International Assets Investment Management
Florida
$1.19M -$964K -4,643 -46%
PL
414
Polianta Ltd
Jersey
$1.18M +$1.14M +5,500 New
EWA
415
EP Wealth Advisors
California
$1.16M -$146K -704 -12%
CTC
416
Central Trust Company
Missouri
$1.15M +$568K +2,738 +104%
CC
417
Cipher Capital
New York
$1.14M -$2.03M -9,773 -65%
PG
418
Pendal Group
Australia
$1.14M +$96.5K +465 +10%
BM
419
Brandywine Managers
Delaware
$1.14M
UCFA
420
United Capital Financial Advisors
Texas
$1.13M +$228K +1,099 +27%
KeyBank National Association
421
KeyBank National Association
Ohio
$1.12M -$268K -1,292 -20%
LCH
422
Lee Capital Holdings
New York
$1.12M +$1.08M +5,185 New
DBT
423
Dubuque Bank & Trust
Iowa
$1.11M +$20.8K +100 +2%
P
424
&Partners
Tennessee
$1.1M -$1.45M -6,999 -58%
SAM
425
Sompo Asset Management
Japan
$1.1M -$262K -1,260 -20%