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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
EIM
476
Essex Investment Management
Massachusetts
$796K +$768K +3,700 New
AL
477
AJO LP
Pennsylvania
$795K +$767K +3,696 New
MMPW
478
Mitchell McLeod Pugh & Williams
Alabama
$791K +$256K +1,235 +51%
VFA
479
Valeo Financial Advisors
Indiana
$788K +$1.45K +7 +0.2%
SF
480
Symphony Financial
Texas
$779K +$5.81K +28 +0.8%
ECM
481
Evergreen Capital Management
Washington
$777K +$39.9K +192 +6%
MIC
482
Means Investment Company
Maine
$772K +$190K +915 +38%
P8IP
483
Pier 88 Investment Partners
California
$768K -$1.27M -6,098 -63%
AIC
484
Ameritas Investment Company
Nebraska
$768K
AIP
485
Ameritas Investment Partners
Nebraska
$764K -$16.4K -79 -2%
CM
486
Castleark Management
Illinois
$764K
Fiera Capital (Canada)
487
Fiera Capital (Canada)
Quebec, Canada
$755K +$729K +3,510 New
RCIM
488
Russell Clark Investment Management
United Kingdom
$753K
TC
489
Telemus Capital
Michigan
$753K +$218K +1,050 +49%
WI
490
Wintrust Investments
Illinois
$741K -$444K -2,140 -38%
JSL
491
JT Stratford LLC
Georgia
$729K +$703K +3,389 New
WEC
492
Winslow Evans & Crocker
Massachusetts
$725K +$534K +2,575 +324%
PP
493
Paloma Partners
Connecticut
$721K -$9.54M -45,967 -93%
CAGAS
494
Capital Advisory Group Advisory Services
Minnesota
$720K +$16.2K +78 +2%
LFGH
495
Lee Financial Group Hawaii
Hawaii
$717K +$691K +3,331 New
LG
496
LaFleur & Godfrey
Michigan
$706K +$23.9K +115 +4%
AC
497
Allstate Corporation
Illinois
$700K -$383K -1,845 -36%
CAAS
498
Capital Asset Advisory Services
Michigan
$697K -$135K -652 -17%
WAM
499
World Asset Management
Michigan
$690K +$6.23K +30 +0.9%
JG
500
Jefferies Group
New York
$689K +$664K +3,200 New