We are live on ! Find out more
DOCU

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
PFA
651
Pinnacle Family Advisors
Missouri
$276K -$70.2K -338 -21%
PGWM
652
Parisi Gray Wealth Management
New Jersey
$276K +$267K +1,284 New
NFG
653
Nations Financial Group
Iowa
$275K +$265K +1,277 New
FNBOO
654
First National Bank of Omaha
Nebraska
$274K -$58.5K -282 -18%
CGH
655
Crossmark Global Holdings
Texas
$271K -$4.15K -20 -2%
FPCP
656
Fort Point Capital Partners
California
$269K -$391K -1,886 -60%
LCP
657
Legacy Capital Partners
Wisconsin
$269K -$72.6K -350 -22%
EWM
658
Empirical Wealth Management
Washington
$268K -$111K -534 -30%
BCM
659
Beck Capital Management
Texas
$264K -$225K -1,084 -47%
MAWCM
660
Mine & Arao Wealth Creation & Management
California
$258K
CAM
661
Congress Asset Management
Massachusetts
$256K -$10.4K -50 -4%
WA
662
Wealth Architects
California
$254K -$51.5K -248 -17%
BCA
663
Bay Colony Advisors
Massachusetts
$254K +$245K +1,180 New
BCWM
664
Blue Chip Wealth Management
Florida
$254K +$245K +1,180 New
AFP
665
Ausdal Financial Partners
Iowa
$253K +$244K +1,175 New
AAM
666
Aureus Asset Management
Massachusetts
$251K -$186K -897 -44%
CG
667
Caprock Group
Idaho
$250K -$248K -1,193 -51%
PP
668
PDS Planning
Ohio
$250K -$6.23K -30 -3%
EI
669
Ellevest Inc
New York
$250K +$91.7K +442 +61%
BSW
670
Buckingham Strategic Wealth
Missouri
$250K +$241K +1,163 New
MLFP
671
MPS Loria Financial Planners
Illinois
$248K -$41.5K -200 -15%
SCM
672
Southport Capital Management
Tennessee
$248K +$239K +1,152 New
RA
673
RFG Advisory
Alabama
$245K -$13.1K -63 -5%
TMAM
674
Tokio Marine Asset Management
Japan
$245K +$236K +1,139 New
Brown Advisory
675
Brown Advisory
Maryland
$238K +$230K +1,107 New