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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
MIC
501
Means Investment Company
Maine
$463K -$32.1K -255 -10%
HFM
502
Harvest Fund Management
China
$461K +$34.3K +272 +12%
GEA
503
Glen Eagle Advisors
New Jersey
$457K +$308K +2,446 +1,193%
SCA
504
Spearhead Capital Advisors
Florida
$456K +$44.9K +356 +16%
TC
505
Telemus Capital
Michigan
$454K +$272K +2,160 New
CTC
506
Central Trust Company
Missouri
$452K +$47K +373 +17%
WA
507
Wealth Alliance
New York
$450K -$34K -270 -9%
JIC
508
Joel Isaacson & Co
New York
$448K
CL
509
CPWM LLC
Washington
$447K
OPS
510
Orion Portfolio Solutions
Nebraska
$442K -$66K -524 -17%
SB
511
Strategic Blueprint
Georgia
$439K -$95.9K -761 -23%
WTC
512
WhitTier Trust Company
Nevada
$438K -$7.56K -60 -2%
DAS
513
Dynamic Advisor Solutions
Arizona
$438K +$321K +2,545 New
WP
514
WealthPLAN Partners
Nebraska
$435K -$97.4K -773 -26%
ST
515
Somerset Trust
Pennsylvania
$434K +$317K +2,519 New
Walleye Capital
516
Walleye Capital
New York
$429K -$32.1K -255 -9%
S
517
Seeyond
France
$427K -$757K -6,004 -71%
SWM
518
SeaCrest Wealth Management
New York
$422K +$309K +2,451 New
FCH
519
Freestone Capital Holdings
Washington
$421K +$1.33M +10,520 +30%
MMPW
520
Mitchell McLeod Pugh & Williams
Alabama
$420K +$308K +2,440 New
GWM
521
Geneos Wealth Management
Colorado
$415K +$163K +1,295 +124%
SP
522
Symmetry Partners
Connecticut
$415K +$303K +2,407 New
AW
523
ACG Wealth
Georgia
$412K +$302K +2,395 New
NP
524
NorthRock Partners
Minnesota
$408K -$2.77K -22 -0.9%
CIP
525
Chartwell Investment Partners
Pennsylvania
$406K +$297K +2,356 New