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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
VI
626
Vestcor Inc
New Brunswick, Canada
$171K +$125K +992 New
FP
627
Financial Perspectives
Minnesota
$163K
CI
628
CAZ Investments
Texas
$161K
SOADOR
629
State of Alaska Department of Revenue
Alaska
$154K
WEC
630
Winslow Evans & Crocker
Massachusetts
$137K -$126 -1 -0.1%
KWM
631
Keebeck Wealth Management
Illinois
$135K +$98.8K +784 New
CFA
632
Carroll Financial Associates
North Carolina
$134K +$98.7K +783 New
PHK
633
Point72 Hong Kong
Hong Kong
$132K +$96.7K +767 New
SWM
634
Selective Wealth Management
Virginia
$124K
EI
635
Ellevest Inc
New York
$124K +$45.1K +358 +99%
IA
636
IFP Advisors
Florida
$123K +$45.4K +360 +103%
MHR
637
Matthew Hamilton Rosenberg
$121K
EWA
638
Evolution Wealth Advisors
Florida
$116K +$84.6K +671 New
AAP
639
Arax Advisory Partners
Colorado
$111K -$27K -214 -25%
WLPWM
640
Walled Lake Planning & Wealth Management
Illinois
$111K
WAM
641
Wolverine Asset Management
Illinois
$110K +$33.4K +265 +71%
Fifth Third Bancorp
642
Fifth Third Bancorp
Ohio
$109K +$80K +635 New
WR
643
Watson Rebecca
$103K +$75.6K +600 New
RE
644
RBC Europe
United Kingdom
$97.1K +$17.5K +139 +33%
SIM
645
Sonora Investment Management
Arizona
$97K -$10.3K -82 -13%
RWG
646
Regal Wealth Group
California
$86K
ZB
647
Zions Bancorporation
Utah
$86K +$2.14K +17 +4%
AWA
648
Arkadios Wealth Advisors
Georgia
$76.8K +$378 +3 +0.8%
PAM
649
Panagora Asset Management
Massachusetts
$74K +$54.2K +430 New
AWM
650
Apollon Wealth Management
South Carolina
$74K +$54.4K +432 New