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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
TFS
551
TrustCore Financial Services
Tennessee
$513K +$106K +513 +27%
NP
552
NorthRock Partners
Minnesota
$506K -$3.94K -19 -0.8%
GWM
553
Geneos Wealth Management
Colorado
$499K +$2.28K +11 +0.5%
GKWIM
554
Gerber Kawasaki Wealth & Investment Management
California
$499K +$96.1K +463 +25%
MYAM
555
Meiji Yasuda Asset Management
Japan
$496K +$7.26K +35 +2%
VFM
556
Vivid Financial Management
California
$488K +$470K +2,265 New
ALAM
557
Asahi Life Asset Management
Japan
$486K -$18.7K -90 -4%
TP
558
Truvvo Partners
New York
$482K
TSS
559
Two Sigma Securities
New York
$482K +$465K +2,239 New
LNC
560
Lincoln National Corp
Pennsylvania
$481K +$463K +2,233 New
VCA
561
Verdence Capital Advisors
Maryland
$480K -$15.6K -75 -3%
IFG
562
Independent Financial Group
California
$475K -$185K -893 -29%
Cetera Investment Advisers
563
Cetera Investment Advisers
Illinois
$473K -$13.1K -63 -3%
ACM
564
Alpha Capital Management
Texas
$473K +$456K +2,199 New
WP
565
WealthPLAN Partners
Nebraska
$472K +$7.26K +35 +2%
HCA
566
Harbour Capital Advisors
Virginia
$469K -$423K -2,037 -48%
HSA
567
HBK Sorce Advisory
Pennsylvania
$466K +$449K +2,164 New
LHC
568
Little House Capital
Massachusetts
$459K -$9.13K -44 -2%
SSWM
569
Sheets Smith Wealth Management
North Carolina
$457K +$441K +2,125 New
SCA
570
Snowden Capital Advisors
New York
$456K +$180K +866 +69%
VC
571
Veracity Capital
Georgia
$456K -$125K -602 -22%
S
572
SignatureFD
Georgia
$454K +$90.1K +434 +26%
BFS
573
Bradley Foster & Sargent
Connecticut
$454K +$438K +2,111 New
AWS
574
AJ Wealth Strategies
New York
$448K
ST
575
Smithfield Trust
Pennsylvania
$443K -$59.6K -287 -12%