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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
Goldman Sachs
26
Goldman Sachs
New York
$244M -$13.6M -108,137 -7%
MCMC
27
Matrix Capital Management Company
New Hampshire
$232M
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$228M -$794K -6,300 -0.5%
MCM
29
Melvin Capital Management
New York
$215M +$157M +1,246,407 New
ClearBridge Investments
30
ClearBridge Investments
New York
$209M -$110M -875,574 -42%
JP Morgan Chase
31
JP Morgan Chase
New York
$206M -$18.2M -144,708 -11%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$202M -$40.1M -318,018 -21%
BCPEMI
33
Bain Capital Public Equity Management II
Massachusetts
$199M -$72.2M -572,599 -33%
WRF
34
Waddell & Reed Financial
Kansas
$188M -$16.4M -129,952 -11%
Northern Trust
35
Northern Trust
Illinois
$180M +$21.5M +170,266 +19%
WA
36
Wasatch Advisors
Utah
$177M -$75M -594,887 -37%
Legal & General Group
37
Legal & General Group
United Kingdom
$175M +$27.7M +219,720 +28%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$165M +$1.37M +10,893 +1%
N
39
Nuveen
North Carolina
$160M +$55.3M +438,507 +89%
Invesco
40
Invesco
Georgia
$159M +$72.1M +571,704 +164%
Victory Capital Management
41
Victory Capital Management
Texas
$158M -$228M -1,807,536 -66%
Coatue Management
42
Coatue Management
New York
$147M +$108M +856,094 New
Charles Schwab
43
Charles Schwab
California
$127M -$2.78M -22,090 -3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$116M +$33.3M +264,300 +64%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$116M -$13.5M -107,114 -14%
SM
46
SCGE Management
California
$115M +$84.4M +670,000 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$114M -$285M -2,262,948 -77%
Federated Hermes
48
Federated Hermes
Pennsylvania
$108M -$15.9M -125,777 -17%
UBS AM
49
UBS AM
Illinois
$108M +$29M +230,021 +58%
Bank of America
50
Bank of America
North Carolina
$108M +$14.5M +115,169 +23%