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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
Axa
451
Axa
France
$941K -$540K -2,600 -37%
CAN
452
Cetera Advisor Networks
California
$940K +$184K +885 +25%
9WM
453
9258 Wealth Management
Ohio
$920K +$565K +2,723 +149%
CAPTRUST Financial Advisors
454
CAPTRUST Financial Advisors
North Carolina
$919K -$126K -609 -13%
CRWM
455
Castle Rock Wealth Management
California
$914K +$180K +866 +26%
ED
456
Exane Derivatives
France
$911K +$194K +934 +28%
WWM
457
WT Wealth Management
Arizona
$902K -$195K -938 -18%
Acadian Asset Management
458
Acadian Asset Management
Massachusetts
$895K +$286K +1,376 +49%
BDF
459
Balasa Dinverno & Foltz
$894K +$603K +2,907 +233%
WCA
460
Westover Capital Advisors
Delaware
$890K -$194K -935 -18%
Nisa Investment Advisors
461
Nisa Investment Advisors
Missouri
$882K -$125K -600 -13%
TWM
462
Titus Wealth Management
California
$875K +$117K +565 +16%
SRAM
463
Spouting Rock Asset Management
Pennsylvania
$868K +$837K +4,031 New
MFAM
464
Motley Fool Asset Management
Virginia
$864K +$133K +643 +20%
PIA
465
Perennial Investment Advisors
California
$862K +$831K +4,005 New
Credit Agricole
466
Credit Agricole
France
$861K +$830K +4,000 New
PCIA
467
Prime Capital Investment Advisors
Kansas
$840K +$810K +3,901 New
IMRF
468
Illinois Municipal Retirement Fund
Illinois
$830K +$801K +3,857 New
EP
469
Eudaimonia Partners
Tennessee
$829K +$766K +3,692 +2,308%
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$828K +$798K +3,846 New
HIIFS
471
Harel Insurance Investments & Financial Services
Israel
$825K +$156K +752 +24%
CMI
472
Clare Market Investments
Texas
$820K -$1.71M -8,245 -68%
HWM
473
Hohimer Wealth Management
Washington
$810K
KPWS
474
Kestra Private Wealth Services
Texas
$809K +$781K +3,761 New
RJT
475
Raymond James Trust
Florida
$799K +$163K +785 +27%