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DocuSign

732 hedge funds and large institutions have $24.7B invested in DocuSign in 2020 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 257 increasing their positions, 184 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+164
Holders Change %
+28.87%
% 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
242
Increased
257
Reduced
184
Closed
72
Calls
$1.03B
Puts
$855M
Net Calls
+$177M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
551
Parkside Advisors
California
$332K +$332K +1,928 New
TVAMP
552
Tennessee Valley Asset Management Partners
Tennessee
$331K +$331K +1,923 New
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$329K +$125K +724 +61%
GAMC
554
Garner Asset Management Corp
Texas
$323K +$323K +1,875 New
TFS
555
TrustCore Financial Services
Tennessee
$322K +$318K +1,846 +7,692%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$319K
NAMP
557
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$319K +$319K +1,850 New
GKWIM
558
Gerber Kawasaki Wealth & Investment Management
California
$319K +$319K +1,857 New
CAM
559
Cresset Asset Management
Illinois
$316K -$828K -4,803 -72%
9WM
560
9258 Wealth Management
Ohio
$314K +$314K +1,824 New
LS
561
Livforsakringsbolaget Skandia
Sweden
$310K +$103K +600 +50%
3F
562
360 Financial
Minnesota
$310K +$310K +1,570 New
CI
563
Cigna Investments
Connecticut
$308K +$308K +1,793 New
EWM
564
Empirical Wealth Management
Washington
$306K +$306K +1,778 New
SIAS
565
Shine Investment Advisory Services
Colorado
$305K -$52.3K -304 -15%
WMA
566
Wealth Management Associates
New Jersey
$303K +$303K +1,761 New
EW
567
Evoke Wealth
California
$298K +$18.6K +108 +7%
MS
568
Maven Securities
Jersey
$293K +$293K +1,700 New
AG
569
AlphaSimPlex Group
Massachusetts
$293K +$293K +1,702 New
QI
570
Qtron Investments
Massachusetts
$291K +$291K +1,692 New
S
571
SignatureFD
Georgia
$289K +$39.8K +231 +16%
CAN
572
Claraphi Advisory Network
United States
$288K +$75.6K +439 +36%
PAS
573
Partnervest Advisory Services
California
$288K +$288K +1,675 New
AR
574
Advisory Research
Illinois
$282K -$502K -2,920 -64%
CCP
575
Corient Capital Partners
California
$280K +$280K +1,627 New