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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
NSIM
651
North Star Investment Management
Illinois
$70K +$756 +6 +2%
AIM
652
AIA Investment Management
Singapore
$70K +$28.2K +224 +121%
DSC
653
Duncker Streett & Co
Missouri
$69K +$50.4K +400 New
ETC
654
Exchange Traded Concepts
Oklahoma
$68K +$41.3K +328 +505%
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$22.1K +175 +88%
MIFH
656
Migdal Insurance & Financial Holdings
Israel
$63K -$4.41K -35 -9%
FCM
657
Firestone Capital Management
Florida
$60K
HFS
658
HBC Financial Services
Washington
$58K
CYG
659
Clean Yield Group
Vermont
$52K -$18.9K -150 -33%
AS
660
Altshuler Shaham
Israel
$45K -$2.27K -18 -6%
PCG
661
Private Capital Group
Connecticut
$45K +$26.1K +207 +391%
CFGS
662
Concourse Financial Group Securities
Alabama
$41K +$23.6K +187 +374%
PCM
663
Penserra Capital Management
California
$41K +$30.2K +240 New
AA
664
Ancora Advisors
Ohio
$39K -$6.34M -50,299 -100%
FRA
665
Front Row Advisors
California
$36K
ATC
666
Adirondack Trust Company
New York
$35K +$8.82K +70 +78%
CFO
667
CVA Family Office
Colorado
$34K
QCG
668
Quadrant Capital Group
Ohio
$33K +$16.4K +130 +210%
AF
669
Advisornet Financial
Minnesota
$33K +$23.9K +190 New
GWS
670
Glassman Wealth Services
Virginia
$32K +$22.6K +179 +2,983%
WT
671
Whittier Trust
California
$30K +$22.1K +175 New
NL
672
NVWM LLC
Pennsylvania
$28K +$19.9K +158 New
EP
673
Eudaimonia Partners
Tennessee
$28K +$20.2K +160 New
BL
674
Balentine LLC
Georgia
$27K +$2.02K +16 +11%
WT
675
Washington Trust
Rhode Island
$27K +$20.2K +160 New