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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
RHBC
501
R.H. Bluestein & Co
Michigan
$686K -$39.4K -190 -6%
CF
502
Centaurus Financial
California
$686K +$662K +3,188 New
CAM
503
Cresset Asset Management
Illinois
$680K +$275K +1,325 +72%
GIA
504
Gladstone Institutional Advisory
Florida
$676K -$407K -1,961 -38%
AC
505
Abbrea Capital
California
$668K
CL
506
CPWM LLC
Washington
$666K +$103K +496 +19%
MA
507
Mutual Advisors
Nebraska
$658K +$634K +3,055 New
FFA
508
First Foundation Advisors
California
$655K -$90.1K -434 -12%
ETC
509
Exchange Traded Concepts
Oklahoma
$652K +$547K +2,634 +670%
AMCA
510
Arthur M. Cohen & Associates
Illinois
$649K +$625K +3,013 New
SP
511
Symmetry Partners
Connecticut
$645K +$122K +589 +24%
LA
512
LVW Advisors
New York
$639K -$79.1K -381 -11%
EAM
513
Eventide Asset Management
Massachusetts
$630K +$607K +2,925 New
RA
514
Riversedge Advisors
Delaware
$625K +$26.8K +129 +5%
SFS
515
Sowell Financial Services
Arkansas
$623K -$59.4K -286 -9%
GEA
516
Glen Eagle Advisors
New Jersey
$622K +$49.8K +240 +9%
WTC
517
WhitTier Trust Company
Nevada
$619K +$68.5K +330 +13%
RWA
518
Redhawk Wealth Advisors
Minnesota
$619K +$196K +943 +49%
AA
519
Altman Advisors
Illinois
$610K +$588K +2,835 New
JAM
520
Jupiter Asset Management
United Kingdom
$606K -$3.42M -16,483 -85%
DAS
521
Dynamic Advisor Solutions
Arizona
$601K +$51.5K +248 +10%
HFM
522
Harvest Fund Management
China
$599K +$15.6K +75 +3%
SDH
523
Sloy Dahl & Holst
Washington
$596K +$157K +755 +38%
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$594K +$142K +686 +33%
SCA
525
Spearhead Capital Advisors
Florida
$591K +$19.7K +95 +4%