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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
AR
576
Advisory Research
Illinois
$282K -$368K -2,920 -64%
CCP
577
Corient Capital Partners
California
$280K +$205K +1,627 New
PFA
578
Pinnacle Family Advisors
Missouri
$279K +$204K +1,621 New
RCAG
579
Rehmann Capital Advisory Group
Michigan
$276K +$202K +1,604 New
OIA
580
Optimum Investment Advisors
Illinois
$276K +$126K +1,000 +167%
LCP
581
Legacy Capital Partners
Wisconsin
$276K +$202K +1,600 New
CL
582
CSS LLC
Illinois
$275K +$201K +1,598 New
SAM
583
Silvercrest Asset Management
New York
$270K +$198K +1,570 New
FNBOO
584
First National Bank of Omaha
Nebraska
$268K +$196K +1,557 New
BOC
585
Barbara Oil Co
Illinois
$263K +$193K +1,530 New
MAP
586
Moody Aldrich Partners
Massachusetts
$261K -$195K -1,547 -51%
ACM
587
Azimuth Capital Management
Michigan
$258K +$189K +1,500 New
PPP
588
Private Portfolio Partners
New Jersey
$256K +$188K +1,488 New
AP
589
Adero Partners
California
$253K +$185K +1,471 New
DWM
590
Dorchester Wealth Management
Quebec, Canada
$252K +$185K +1,465 New
TFA
591
Teamwork Financial Advisors
Texas
$250K +$183K +1,452 New
WA
592
Wealth Architects
California
$246K +$180K +1,427 New
MIH
593
Meitav Investment House
Israel
$245K -$287K -2,274 -62%
AIM
594
Allen Investment Management
New York
$245K +$179K +1,423 New
CB
595
CNB Bank
Pennsylvania
$241K +$37.8K +300 +27%
F
596
F3Logic
Minnesota
$232K +$169K +1,344 New
MLFP
597
MPS Loria Financial Planners
Illinois
$232K +$170K +1,350 New
SXL
598
Summit X LLC
Missouri
$231K -$125K -988 -42%
GG
599
Gleason Group
Kentucky
$227K -$7.56K -60 -4%
OC
600
Oakmont Corp
California
$227K +$166K +1,316 New