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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 %
GC
601
Gilbert & Cook
Iowa
$226K +$226K +1,314 New
FT
602
Fiduciary Trust
Massachusetts
$224K +$224K +1,300 New
CAG
603
Crestwood Advisors Group
Massachusetts
$223K +$223K +1,295 New
IP
604
Intellectus Partners
California
$222K +$222K +1,289 New
FHB
605
First Hawaiian Bank
Hawaii
$222K +$222K +1,291 New
BA
606
Bristlecone Advisors
Washington
$221K +$221K +1,286 New
OWA
607
One Wealth Advisors
California
$220K +$220K +1,276 New
CGH
608
Crossmark Global Holdings
Texas
$220K +$220K +1,280 New
SCA
609
Snowden Capital Advisors
New York
$216K +$216K +1,253 New
BDF
610
Balasa Dinverno & Foltz
$215K +$215K +1,248 New
CAM
611
Congress Asset Management
Massachusetts
$213K +$213K +1,238 New
DS
612
DRW Securities
Illinois
$212K +$212K +1,232 New
MAWCM
613
Mine & Arao Wealth Creation & Management
California
$207K
RA
614
RFG Advisory
Alabama
$207K +$207K +1,202 New
CWS
615
Cypress Wealth Services
California
$205K +$205K +1,190 New
PP
616
PDS Planning
Ohio
$205K +$205K +1,192 New
WF
617
WoodTrust Financial
Wisconsin
$204K +$204K +1,185 New
CIAS
618
Capital Investment Advisory Services
North Carolina
$203K +$203K +1,177 New
BCM
619
Brookstone Capital Management
Illinois
$203K +$203K +1,181 New
TC
620
Truvestments Capital
Florida
$199K +$152K +881 +319%
GT
621
Glenmede Trust
Pennsylvania
$187K -$6.71M -39,274 -97%
EA
622
Emerald Advisers
Pennsylvania
$179K +$179K +1,042 New
QI
623
QS Investors
New York
$173K -$138K -800 -44%
VI
624
Vestcor Inc
New Brunswick, Canada
$171K +$171K +992 New
FP
625
Financial Perspectives
Minnesota
$163K