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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
EARNEST Partners
526
EARNEST Partners
Georgia
$9K
FCA
527
FinTrust Capital Advisors
South Carolina
$9K
PFPT
528
Pinnacle Financial Partners (Tennessee)
Tennessee
$9K
SL
529
Savior LLC
Massachusetts
$9K
OFG
530
OmniStar Financial Group
North Carolina
$9K +$7.48K +93 New
AC
531
AlphaCore Capital
California
$9K +$8.04K +100 New
HB
532
Horizon Bancorp
Indiana
$9K +$8.04K +100 New
PFO
533
Pathstone Family Office
New Jersey
$9K +$8.04K +100 New
SWM
534
Sugarloaf Wealth Management
Georgia
$9K +$8.04K +100 New
TPWA
535
TRUE Private Wealth Advisors
Oregon
$9K +$8.04K +100 New
YAL
536
Your Advocates Ltd
Texas
$9K +$8.04K +100 New
ATC
537
Adirondack Trust Company
New York
$8K
RDWM
538
Red Door Wealth Management
Tennessee
$8K +$7.72K +96 New
TWA
539
TCI Wealth Advisors
Arizona
$7K
ETC
540
Exchange Traded Concepts
Oklahoma
$6K +$161 +2 +3%
PP
541
Pacifica Partners
Canada
$6K +$5.63K +70 New
HNB
542
Huntington National Bank
Ohio
$5K
PCG
543
Private Capital Group
Connecticut
$5K
CFGS
544
Concourse Financial Group Securities
Alabama
$5K +$4.02K +50 New
JCM
545
Jacobi Capital Management
Pennsylvania
$5K +$4.02K +50 New
WAS
546
Winch Advisory Services
Wisconsin
$5K +$4.02K +50 New
LFG
547
Larson Financial Group
Missouri
$5K +$4.58K +57 New
QCG
548
Quadrant Capital Group
Ohio
$5K +$4.75K +59 +1,967%
KFS
549
Kelly Financial Services
Massachusetts
$4.62K +$4.02K +50 New
BFC
550
Bedel Financial Consulting
Indiana
$4K