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DocuSign

453 hedge funds and large institutions have $10.7B invested in DocuSign in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 150 increasing their positions, 131 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 41

79% more call options, than puts

Call options by funds: $442M | Put options by funds: $247M

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

19% more capital invested

Capital invested by funds: $8.96B → $10.7B (+$1.75B)

17% more funds holding

Funds holding: 388453 (+65)

15% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 131

1.73% less ownership

Funds ownership: 82.24%80.51% (-1.7%)

Holders
453
Holders Change
+65
Holders Change %
+16.75%
% of All Funds
8.93%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.32%
New
113
Increased
150
Reduced
131
Closed
41
Calls
$442M
Puts
$247M
Net Calls
+$195M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
426
Prime Capital Investment Advisors
Kansas
$11K +$10K +146 New
GEA
427
Glen Eagle Advisors
New Jersey
$8.15K +$4.12K +60 +120%
ATC
428
Adirondack Trust Company
New York
$7K
FCA
429
FinTrust Capital Advisors
South Carolina
$7K
EARNEST Partners
430
EARNEST Partners
Georgia
$7K +$6.53K +95 New
PFPT
431
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K +$6.53K +95 New
PFGIA
432
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.87K +100 New
SL
433
Savior LLC
Massachusetts
$7K +$6.87K +100 New
MAM
434
Meeder Asset Management
Ohio
$6K +$3.92K +57 +204%
TWA
435
TCI Wealth Advisors
Arizona
$5K
ETC
436
Exchange Traded Concepts
Oklahoma
$5K +$4.33K +63 New
HNB
437
Huntington National Bank
Ohio
$4K
MF
438
Manchester Financial
California
$4K +$3.44K +50 New
PCG
439
Private Capital Group
Connecticut
$3K -$54.6K -795 -94%
BFC
440
Bedel Financial Consulting
Indiana
$3K
LWM
441
Liberty Wealth Management
California
$3K
TFA
442
Toth Financial Advisory
Virginia
$3K
PA
443
Procyon Advisors
Connecticut
$3K +$3.02K +44 New
PAA
444
Peregrine Asset Advisers
Oregon
$2.2K +$2.04M +29,659 New
WCG
445
Weaver Consulting Group
California
$2K
TCM
446
Tradewinds Capital Management
Washington
$2K +$1.85K +27 New
AS
447
Altshuler Shaham
Israel
$1K +$618 +9 New
GWS
448
Glassman Wealth Services
Virginia
$1K +$618 +9 New
HFS
449
HBC Financial Services
Washington
$1K +$687 +10 New
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$1K +$1.3K +19 New