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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
EH
451
Equitable Holdings
New York
$690K +$116K +918 +30%
FA
452
FDx Advisors
Illinois
$690K +$505K +4,006 New
Los Angeles Capital Management
453
Los Angeles Capital Management
California
$671K -$9.05M -71,793 -95%
TC
454
TownSquare Capital
Utah
$660K -$2.62M -20,812 -86%
VC
455
Voit & Company
Wisconsin
$660K -$280K -2,225 -37%
VFA
456
Valeo Financial Advisors
Indiana
$629K +$53.2K +422 +13%
AIP
457
Ameritas Investment Partners
Nebraska
$625K +$457K +3,629 New
BRWA
458
B. Riley Wealth Advisors
Florida
$620K +$453K +3,592 New
SF
459
Symphony Financial
Texas
$619K +$453K +3,592 New
CM
460
Castleark Management
Illinois
$611K
HWM
461
Hohimer Wealth Management
Washington
$610K -$321K -2,546 -42%
TWM
462
Titus Wealth Management
California
$603K +$159K +1,265 +57%
RCIM
463
Russell Clark Investment Management
United Kingdom
$603K +$441K +3,500 New
SS
464
Simplicity Solutions
Minnesota
$602K +$440K +3,494 New
CAN
465
Cetera Advisor Networks
California
$600K +$78.8K +625 +22%
FFA
466
First Foundation Advisors
California
$599K -$104K -822 -19%
MAFM
467
Mid Atlantic Financial Management
Pennsylvania
$597K -$570K -4,521 -57%
ECM
468
Evergreen Capital Management
Washington
$588K +$5.04K +40 +1%
RHBC
469
R.H. Bluestein & Co
Michigan
$581K -$205K -1,625 -33%
LA
470
LVW Advisors
New York
$577K +$422K +3,350 New
ORI
471
Oak Ridge Investments
Illinois
$576K +$422K +3,346 New
RCM
472
Radnor Capital Management
Pennsylvania
$569K -$413K -3,280 -51%
CAW
473
Cornerstone Advisors (Washington)
Washington
$569K +$20.7K +164 +5%
ED
474
Exane Derivatives
France
$568K +$416K +3,300 New
CAGAS
475
Capital Advisory Group Advisory Services
Minnesota
$562K +$412K +3,266 New