We are live on ! Find out more
DOCU

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
ALAM
526
Asahi Life Asset Management
Japan
$405K -$412K -3,270 -58%
CG
527
Caprock Group
Idaho
$405K +$297K +2,354 New
ST
528
Smithfield Trust
Pennsylvania
$404K +$7.56K +60 +3%
BCM
529
Beck Capital Management
Texas
$398K +$291K +2,309 New
OIA
530
OneDigital Investment Advisors
Kansas
$397K -$126K -1,000 -33%
VCA
531
Verdence Capital Advisors
Maryland
$397K +$290K +2,303 New
MYAM
532
Meiji Yasuda Asset Management
Japan
$391K +$286K +2,270 New
Cetera Investment Advisers
533
Cetera Investment Advisers
Illinois
$389K -$58.6K -465 -17%
SFA
534
Sequoia Financial Advisors
Ohio
$387K +$283K +2,246 New
TP
535
Truvvo Partners
New York
$386K
WAS
536
Wealth Advisory Solutions
Indiana
$381K +$280K +2,218 New
Westfield Capital Management
537
Westfield Capital Management
Massachusetts
$375K -$410K -3,250 -60%
LHC
538
Little House Capital
Massachusetts
$375K -$195K -1,545 -41%
TIS
539
Tortoise Index Solutions
Kansas
$372K -$363K -2,879 -57%
PSUF
540
People's United Financial
Connecticut
$367K +$269K +2,138 New
MPM
541
Meritage Portfolio Management
Kansas
$366K +$268K +2,125 New
AWS
542
AJ Wealth Strategies
New York
$359K +$263K +2,083 New
FDCDDQ
543
Federation des caisses Desjardins du Quebec
Quebec, Canada
$357K +$84.2K +668 +48%
AAM
544
Aureus Asset Management
Massachusetts
$355K -$61.3K -486 -19%
WJWM
545
Williams Jones Wealth Management
New York
$349K +$255K +2,025 New
CPIG
546
Chicago Partners Investment Group
Illinois
$348K +$223K +1,771 New
TRCT
547
Tower Research Capital (TRC)
New York
$348K +$255K +2,021 New
MIP
548
Marietta Investment Partners
Wisconsin
$348K +$255K +2,022 New
SDH
549
Sloy Dahl & Holst
Washington
$341K +$250K +1,981 New
SW
550
SteelPeak Wealth
California
$336K +$246K +1,954 New