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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
AG
626
AlphaSimPlex Group
Massachusetts
$318K -$46.9K -226 -13%
MIH
627
Meitav Investment House
Israel
$318K +$11.4K +55 +4%
AIM
628
Allen Investment Management
New York
$306K
WAS
629
Wealth Advisory Solutions
Indiana
$305K -$166K -799 -36%
SC
630
Scholtz & Company
Connecticut
$304K +$293K +1,412 New
WG
631
Winton Group
United Kingdom
$303K +$293K +1,410 New
GAM
632
Griffin Asset Management
New York
$302K +$291K +1,403 New
ACM
633
Azimuth Capital Management
Michigan
$301K -$20.8K -100 -7%
BCP
634
Berkeley Capital Partners
Georgia
$300K -$322K -1,551 -53%
CGL
635
Clarius Group LLC
Washington
$299K +$288K +1,387 New
3F
636
360 Financial
Minnesota
$295K -$41.5K -200 -13%
MS
637
Maven Securities
Jersey
$290K -$73.1K -352 -21%
FHB
638
First Hawaiian Bank
Hawaii
$288K +$10.2K +49 +4%
IA
639
IFP Advisors
Florida
$286K +$128K +619 +87%
EI
640
Ethic Inc
New York
$285K +$275K +1,325 New
CB
641
CNB Bank
Pennsylvania
$284K -$15.4K -74 -5%
OC
642
Oakmont Corp
California
$283K
SIAS
643
Shine Investment Advisory Services
Colorado
$282K -$95.7K -461 -26%
GG
644
Gleason Group
Kentucky
$282K -$2.49K -12 -0.9%
TC
645
TownSquare Capital
Utah
$280K -$458K -2,208 -64%
FT
646
Fiduciary Trust
Massachusetts
$280K
BWM
647
BT Wealth Management
Georgia
$280K +$270K +1,300 New
MWM
648
Minot Wealth Management
Massachusetts
$280K +$270K +1,300 New
RCAG
649
Rehmann Capital Advisory Group
Michigan
$278K -$65K -313 -20%
CCM
650
Coldstream Capital Management
Washington
$276K -$742K -3,573 -74%