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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
3C
601
361 Capital
Colorado
$227K +$166K +1,319 New
RWB
602
RMR Wealth Builders
New Jersey
$226K +$165K +1,311 New
GC
603
Gilbert & Cook
Iowa
$226K +$166K +1,314 New
FT
604
Fiduciary Trust
Massachusetts
$224K +$164K +1,300 New
CAG
605
Crestwood Advisors Group
Massachusetts
$223K +$163K +1,295 New
IP
606
Intellectus Partners
California
$222K +$162K +1,289 New
FHB
607
First Hawaiian Bank
Hawaii
$222K +$163K +1,291 New
BA
608
Bristlecone Advisors
Washington
$221K +$162K +1,286 New
OWA
609
One Wealth Advisors
California
$220K +$161K +1,276 New
CGH
610
Crossmark Global Holdings
Texas
$220K +$161K +1,280 New
SCA
611
Snowden Capital Advisors
New York
$216K +$158K +1,253 New
BDF
612
Balasa Dinverno & Foltz
$215K +$157K +1,248 New
CAM
613
Congress Asset Management
Massachusetts
$213K +$156K +1,238 New
DS
614
DRW Securities
Illinois
$212K +$155K +1,232 New
MAWCM
615
Mine & Arao Wealth Creation & Management
California
$207K
RA
616
RFG Advisory
Alabama
$207K +$151K +1,202 New
CWS
617
Cypress Wealth Services
California
$205K +$150K +1,190 New
PP
618
PDS Planning
Ohio
$205K +$150K +1,192 New
WF
619
WoodTrust Financial
Wisconsin
$204K +$149K +1,185 New
CIAS
620
Capital Investment Advisory Services
North Carolina
$203K +$148K +1,177 New
BCM
621
Brookstone Capital Management
Illinois
$203K +$149K +1,181 New
TC
622
Truvestments Capital
Florida
$199K +$111K +881 +319%
GT
623
Glenmede Trust
Pennsylvania
$187K -$4.95M -39,274 -97%
EA
624
Emerald Advisers
Pennsylvania
$179K +$131K +1,042 New
QI
625
QS Investors
New York
$173K -$101K -800 -44%