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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
CAIMH
526
Central Asset Investments & Management Holdings
Hong Kong
$588K -$321K -1,548 -36%
CAW
527
Cornerstone Advisors (Washington)
Washington
$588K -$118K -570 -17%
IAN
528
Integrated Advisors Network
Texas
$573K -$551K -2,657 -50%
CRC
529
Curi RMB Capital
Illinois
$570K +$550K +2,648 New
MYLI
530
Meiji Yasuda Life Insurance
Japan
$566K +$546K +2,629 New
AC
531
Athanor Capital
New York
$563K -$822K -3,962 -60%
Caisse de Depot et Placement du Quebec (CDPQ)
532
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$560K -$41.5K -200 -7%
JIC
533
Joel Isaacson & Co
New York
$560K
RWB
534
RMR Wealth Builders
New Jersey
$560K +$268K +1,289 +98%
FA
535
FDx Advisors
Illinois
$557K -$295K -1,419 -35%
ECM
536
ETrade Capital Management
Virginia
$555K -$757K -3,646 -59%
BCA
537
Berman Capital Advisors
Georgia
$553K -$516K -2,488 -49%
SFA
538
Souders Financial Advisors
Ohio
$551K -$259K -1,246 -31%
SI
539
Stephens Inc
Arkansas
$550K -$425K -2,048 -44%
JAFL
540
Jay A. Fishman Ltd
Michigan
$549K +$529K +2,550 New
AS
541
Altshuler Shaham
Israel
$542K +$467K +2,252 +853%
CC
542
Cornerstone Capital
California
$542K +$523K +2,520 New
CIP
543
Chartwell Investment Partners
Pennsylvania
$540K +$31.6K +152 +6%
BOC
544
Barbara Oil Co
Illinois
$539K +$202K +975 +64%
BBCM
545
Boardman Bay Capital Management
New York
$538K +$519K +2,500 New
PCA
546
Private Capital Advisors
Connecticut
$538K +$519K +2,500 New
ST
547
Somerset Trust
Pennsylvania
$534K -$7.68K -37 -1%
MPM
548
Meritage Portfolio Management
Kansas
$522K +$62.3K +300 +14%
SFA
549
Sequoia Financial Advisors
Ohio
$519K +$33.8K +163 +7%
BA
550
Bristlecone Advisors
Washington
$516K +$231K +1,111 +86%