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
HI
551
Hudock Inc
Pennsylvania
$334K
RWA
552
Redhawk Wealth Advisors
Minnesota
$333K +$243K +1,931 New
PA
553
Parkside Advisors
California
$332K +$243K +1,928 New
TVAMP
554
Tennessee Valley Asset Management Partners
Tennessee
$331K +$242K +1,923 New
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$329K +$91.2K +724 +61%
GAMC
556
Garner Asset Management Corp
Texas
$323K +$236K +1,875 New
TFS
557
TrustCore Financial Services
Tennessee
$322K +$233K +1,846 +7,692%
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$319K
NAMP
559
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$319K +$233K +1,850 New
GKWIM
560
Gerber Kawasaki Wealth & Investment Management
California
$319K +$234K +1,857 New
CAM
561
Cresset Asset Management
Illinois
$316K -$605K -4,803 -72%
9WM
562
9258 Wealth Management
Ohio
$314K +$230K +1,824 New
LS
563
Livforsakringsbolaget Skandia
Sweden
$310K +$75.6K +600 +50%
3F
564
360 Financial
Minnesota
$310K +$198K +1,570 New
CI
565
Cigna Investments
Connecticut
$308K +$226K +1,793 New
EWM
566
Empirical Wealth Management
Washington
$306K +$224K +1,778 New
SIAS
567
Shine Investment Advisory Services
Colorado
$305K -$38.3K -304 -15%
WMA
568
Wealth Management Associates
New Jersey
$303K +$222K +1,761 New
EW
569
Evoke Wealth
California
$298K +$13.6K +108 +7%
MS
570
Maven Securities
Jersey
$293K +$214K +1,700 New
AG
571
AlphaSimPlex Group
Massachusetts
$293K +$215K +1,702 New
QI
572
Qtron Investments
Massachusetts
$291K +$213K +1,692 New
S
573
SignatureFD
Georgia
$289K +$29.1K +231 +16%
CAN
574
Claraphi Advisory Network
United States
$288K +$55.3K +439 +36%
PAS
575
Partnervest Advisory Services
California
$288K +$211K +1,675 New