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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
PG
426
Pendal Group
Australia
$835K -$820K -6,503 -57%
LA
427
Legacy Advisors
Pennsylvania
$821K +$601K +4,765 New
Nisa Investment Advisors
428
Nisa Investment Advisors
Missouri
$809K +$25.2K +200 +4%
SWP
429
Stratos Wealth Partners
Ohio
$802K +$207K +1,644 +55%
SI
430
Stephens Inc
Arkansas
$793K -$194K -1,540 -25%
NFG
431
Next Financial Group
Texas
$788K -$9.33K -74 -2%
OAM
432
Oppenheimer Asset Management
New York
$784K -$169K -1,339 -23%
ACM
433
Aljian Capital Management
Nevada
$773K +$566K +4,488 New
AIC
434
Ameritas Investment Company
Nebraska
$768K -$1.34M -10,613 -70%
SGM
435
Skye Global Management
Florida
$758K +$555K +4,400 New
BIM
436
Bogle Investment Management
Massachusetts
$758K +$555K +4,402 New
CRWM
437
Castle Rock Wealth Management
California
$757K +$419K +3,323 New
IF
438
IRON Financial
Illinois
$753K -$129K -1,020 -19%
CAAS
439
Capital Asset Advisory Services
Michigan
$746K -$356K -2,825 -42%
CAIMH
440
Central Asset Investments & Management Holdings
Hong Kong
$737K +$539K +4,280 New
HCA
441
Harbour Capital Advisors
Virginia
$726K
Bessemer Group
442
Bessemer Group
New Jersey
$717K +$525K +4,164 New
BAMF
443
BI Asset Management Fondsmaeglerselskab
Denmark
$715K +$523K +4,153 New
UCFA
444
United Capital Financial Advisors
Texas
$713K +$522K +4,143 New
IRF
445
IBM Retirement Fund
New York
$710K +$46.5K +369 +10%
LCM
446
Landscape Capital Management
New Jersey
$707K +$518K +4,107 New
RIM
447
Redpoint Investment Management
Australia
$706K +$184K +1,460 +55%
Marshall Wace
448
Marshall Wace
United Kingdom
$702K +$514K +4,079 New
OAM
449
Optimal Asset Management
California
$695K +$509K +4,035 New
SFA
450
Souders Financial Advisors
Ohio
$693K +$32.3K +256 +7%