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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
UC
576
Unio Capital
New Jersey
$443K +$428K +2,060 New
FFS
577
Founders Financial Securities
Maryland
$441K -$172K -828 -29%
VC
578
Voit & Company
Wisconsin
$440K -$371K -1,785 -47%
CAG
579
Crestwood Advisors Group
Massachusetts
$436K +$152K +730 +56%
CAN
580
Claraphi Advisory Network
United States
$431K +$68.5K +330 +20%
EDRH
581
Edmond de Rothschild Holding
Switzerland
$430K +$415K +2,000 New
MAFM
582
Mid Atlantic Financial Management
Pennsylvania
$421K -$277K -1,336 -39%
AP
583
Adero Partners
California
$421K +$101K +486 +33%
STA
584
Summit Trail Advisors
New York
$419K +$409K +1,971 New
PVH
585
Psagot Value Holdings
Israel
$411K +$396K +1,909 New
EMG
586
ETF Managers Group
New Jersey
$408K +$398K +1,918 New
HI
587
Hudock Inc
Pennsylvania
$405K -$11.6K -56 -3%
GAMC
588
Garner Asset Management Corp
Texas
$404K
BFM
589
Boothbay Fund Management
New York
$404K +$389K +1,875 New
OPS
590
Orion Portfolio Solutions
Nebraska
$399K -$148K -713 -28%
WJWM
591
Williams Jones Wealth Management
New York
$393K -$41.5K -200 -10%
TVAMP
592
Tennessee Valley Asset Management Partners
Tennessee
$391K -$21.8K -105 -5%
LS
593
Livforsakringsbolaget Skandia
Sweden
$387K
JCM
594
JS Capital Management
New York
$387K +$374K +1,800 New
AC
595
Avestar Capital
New York
$386K +$364K +1,752 New
OIA
596
OneDigital Investment Advisors
Kansas
$382K -$51.9K -250 -13%
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$382K -$27.8K -134 -7%
CI
598
Cigna Investments
Connecticut
$382K -$3.74K -18 -1%
IWA
599
Intercontinental Wealth Advisors
Texas
$382K +$369K +1,776 New
WA
600
Wealth Alliance
New York
$376K -$180K -868 -33%