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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
PA
551
Procyon Advisors
Connecticut
$4K
TFA
552
Toth Financial Advisory
Virginia
$4K
ABC
553
Associated Banc-Corp
Wisconsin
$4K +$3.46K +43 New
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$3.86K +48 New
MWM
555
MBE Wealth Management
Wisconsin
$4K +$4.02K +50 New
RCA
556
Ranch Capital Advisors
Florida
$4K +$4.02K +50 New
FCH
557
Freestone Capital Holdings
Washington
$3.25K -$475K -5,910 -14%
PCIA
558
Prime Capital Investment Advisors
Kansas
$3K -$9.33K -116 -79%
LWM
559
Liberty Wealth Management
California
$3K -$563 -7 -18%
WCG
560
Weaver Consulting Group
California
$3K
LC
561
Lindbrook Capital
California
$2K -$18.2K -226 -90%
TCM
562
Tradewinds Capital Management
Washington
$2K
TFS
563
TrustCore Financial Services
Tennessee
$2K +$1.93K +24 New
GWS
564
Glassman Wealth Services
Virginia
$1K -$241 -3 -33%
TFO
565
Tarbox Family Office
California
$1K +$804 +10 New
AT
566
Arden Trust
Delaware
$1K +$885 +11 New
Canada Pension Plan Investment Board
567
Canada Pension Plan Investment Board
Ontario, Canada
$1K +$1.04K +13 New
LWA
568
Lowe Wealth Advisors
Maryland
$1K +$1.21K +15 New
AP
569
AlpInvest Partners
Netherlands
-$12.7M -170,785 Closed
BU
570
Brown University
Rhode Island
-$7.41M -100,000 Closed
CC
571
Cipher Capital
New York
-$4.93M -66,598 Closed
Connor, Clark & Lunn Investment Management (CC&L)
572
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.47M -60,325 Closed
AA
573
AQR Arbitrage
Connecticut
-$4.38M -59,294 Closed
CWM
574
Calamos Wealth Management
Illinois
-$4.1M -55,346 Closed
LCM
575
Landscape Capital Management
New Jersey
-$3.4M -45,865 Closed