We are live on ! Find out more
DOCU

DocuSign

569 hedge funds and large institutions have $13.6B invested in DocuSign in 2020 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 207 increasing their positions, 139 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 47

67% more call options, than puts

Call options by funds: $350M | Put options by funds: $209M

49% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 139

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

27% more capital invested

Capital invested by funds: $10.7B → $13.6B (+$2.9B)

26% more funds holding

Funds holding: 453569 (+116)

0.86% more ownership

Funds ownership: 80.51%81.37% (+0.86%)

Holders
569
Holders Change
+116
Holders Change %
+25.61%
% of All Funds
12.54%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.51%
New
166
Increased
207
Reduced
139
Closed
47
Calls
$350M
Puts
$209M
Net Calls
+$141M
Net Calls Change
-$54.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$110K +$93.6K +1,164 +6,126%
CB
477
CNB Bank
Pennsylvania
$102K +$88.2K +1,097 New
PNC Financial Services Group
478
PNC Financial Services Group
Pennsylvania
$90K -$412K -5,128 -84%
FP
479
Financial Perspectives
Minnesota
$87.2K +$24K +299 +46%
CI
480
CAZ Investments
Texas
$86K
GWM
481
Geneos Wealth Management
Colorado
$86K +$16.1K +200 +24%
SOADOR
482
State of Alaska Department of Revenue
Alaska
$83K +$72.3K +899 New
AAP
483
Arax Advisory Partners
Colorado
$79K +$68.8K +856 New
WEC
484
Winslow Evans & Crocker
Massachusetts
$76K +$32.2K +400 +101%
SWM
485
Selective Wealth Management
Virginia
$67K -$5.81M -72,200 -99%
MHR
486
Matthew Hamilton Rosenberg
$65K +$56.3K +700 New
SIM
487
Sonora Investment Management
Arizona
$60K
WLPWM
488
Walled Lake Planning & Wealth Management
Illinois
$60K
OIA
489
Optimum Investment Advisors
Illinois
$55K +$48.3K +600 New
HFS
490
HBC Financial Services
Washington
$49K +$430K +5,350 +53,500%
RWG
491
Regal Wealth Group
California
$46K
ZB
492
Zions Bancorporation
Utah
$44K
CYG
493
Clean Yield Group
Vermont
$42K
RE
494
RBC Europe
United Kingdom
$39.3K +$18.1K +225 +113%
MIFH
495
Migdal Insurance & Financial Holdings
Israel
$37K -$13.7K -170 -30%
NSIM
496
North Star Investment Management
Illinois
$37K
AWA
497
Arkadios Wealth Advisors
Georgia
$35.9K
WAM
498
Wolverine Asset Management
Illinois
$34K +$30.2K +375 New
EI
499
Ellevest Inc
New York
$33K +$11.5K +143 +66%
FCM
500
Firestone Capital Management
Florida
$32K +$28.1K +350 New