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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
FA
501
Forefront Analytics
Pennsylvania
$31K +$26.9K +335 New
IA
502
IFP Advisors
Florida
$29K -$426K -5,295 -94%
Acadian Asset Management
503
Acadian Asset Management
Massachusetts
$29K -$15K -186 -38%
MF
504
Manchester Financial
California
$28K +$20.1K +250 +500%
AS
505
Altshuler Shaham
Israel
$26K +$22K +273 +3,033%
TC
506
Truvestments Capital
Florida
$25K +$22.2K +276 New
VAIA
507
Virtus Alternative Investment Advisers
Connecticut
$24K +$20.5K +255 New
FHA
508
First Horizon Advisors
Tennessee
$23K
FRA
509
Front Row Advisors
California
$22K +$16.9K +210 New
BAM
510
Bellevue Asset Management
Washington
$21K
CT
511
Clearstead Trust
Maine
$21K +$18.4K +229 New
AA
512
Advisory Alpha
Michigan
$20.4K
LIA
513
LS Investment Advisors
Michigan
$19K -$110K -1,370 -87%
GEA
514
Glen Eagle Advisors
New Jersey
$18.9K +$7.64K +95 +86%
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$8.04K +100 +100%
CFO
516
CVA Family Office
Colorado
$18K +$16.1K +200 New
AIM
517
AIA Investment Management
Singapore
$17K
TCOV
518
Trust Company of Vermont
Vermont
$16K +$13.7K +170 New
GWMIA
519
Global Wealth Management Investment Advisory
Florida
$14K
AIM
520
Artemis Investment Management
United Kingdom
$13.5K -$114K -1,418 -0.9%
BL
521
Balentine LLC
Georgia
$13K +$11.3K +141 New
PFBT
522
Parkside Financial Bank & Trust
Missouri
$11K -$3.22K -40 -25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
523
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K +$9.65K +120 New
GRP
524
Global Retirement Partners
California
$10K +$8.44K +105 New
PRC
525
Pearl River Capital
Michigan
$9K -$444K -5,518 -98%