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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
EW
601
Evoke Wealth
California
$372K
MIM
602
Moseley Investment Management
Florida
$370K +$357K +1,720 New
CPIG
603
Chicago Partners Investment Group
Illinois
$369K -$208 -1 -0.1%
WMA
604
Wealth Management Associates
New Jersey
$368K -$10.4K -50 -3%
TC
605
Truvestments Capital
Florida
$367K +$114K +547 +47%
NAMP
606
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$366K -$31.1K -150 -8%
ACM
607
AlphaCrest Capital Management
New York
$366K +$353K +1,700 New
JWM
608
Jupiter Wealth Management
Colorado
$364K -$874K -4,210 -71%
PAS
609
Partnervest Advisory Services
California
$364K +$3.74K +18 +1%
CCP
610
Corient Capital Partners
California
$364K +$13.1K +63 +4%
LOAME
611
Lombard Odier Asset Management (Europe)
United Kingdom
$364K +$351K +1,690 New
DT
612
Diversified Trust
Tennessee
$360K +$347K +1,672 New
BCM
613
Brookstone Capital Management
Illinois
$353K +$95.3K +459 +39%
HMS
614
Hanseatic Management Services
New Mexico
$344K -$1.23M -5,922 -79%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
615
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$343K -$7.52M -36,225 -96%
SW
616
SteelPeak Wealth
California
$341K -$76.8K -370 -19%
HCM
617
Harvey Capital Management
Florida
$339K -$317K -1,525 -49%
Lazard Asset Management
618
Lazard Asset Management
New York
$332K -$945K -4,555 -75%
PWM
619
Perigon Wealth Management
California
$330K +$318K +1,534 New
PPP
620
Private Portfolio Partners
New Jersey
$330K +$8.93K +43 +3%
TIS
621
Tortoise Index Solutions
Kansas
$326K -$134K -647 -30%
CL
622
CSS LLC
Illinois
$322K -$20.8K -100 -6%
Carson Wealth (CWM LLC)
623
Carson Wealth (CWM LLC)
Nebraska
$319K
Mercer Global Advisors
624
Mercer Global Advisors
Colorado
$319K +$308K +1,482 New
QP
625
Quilter Plc
United Kingdom
$319K +$308K +1,482 New