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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
MF
676
Manchester Financial
California
$26K -$18.8K -149 -50%
TCOV
677
Trust Company of Vermont
Vermont
$26K -$2.52K -20 -12%
CFD
678
Creative Financial Designs
Indiana
$26K +$18.9K +150 New
TFA
679
Toth Financial Advisory
Virginia
$25K +$12.6K +100 +222%
KPW
680
Kore Private Wealth
New York
$25K +$18.5K +147 New
VAIA
681
Virtus Alternative Investment Advisers
Connecticut
$23K -$15.5K -123 -48%
MWA
682
MFA Wealth Advisors
Pennsylvania
$22.2K +$16.3K +129 New
GRP
683
Global Retirement Partners
California
$22K +$2.52K +20 +19%
SF
684
Synovus Financial
Georgia
$20K -$158K -1,254 -91%
GWMIA
685
Global Wealth Management Investment Advisory
Florida
$19K -$5.04K -40 -27%
FCA
686
FinTrust Capital Advisors
South Carolina
$17K
HB
687
Horizon Bancorp
Indiana
$17K
PFO
688
Pathstone Family Office
New Jersey
$17K
SL
689
Savior LLC
Massachusetts
$17K
TPWA
690
TRUE Private Wealth Advisors
Oregon
$17K
JCM
691
Jacobi Capital Management
Pennsylvania
$17K +$6.3K +50 +100%
AF
692
Allworth Financial
California
$17K +$12.6K +100 New
AWM
693
Avior Wealth Management
Nebraska
$17K +$12.6K +100 New
CWC
694
Carolinas Wealth Consulting
North Carolina
$17K +$12.6K +100 New
FWM
695
Focused Wealth Management
New York
$17K +$12.6K +100 New
PFBT
696
Parkside Financial Bank & Trust
Missouri
$16K -$3.28K -26 -22%
EARNEST Partners
697
EARNEST Partners
Georgia
$16K
PFPT
698
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K
RDWM
699
Red Door Wealth Management
Tennessee
$16K
WCG
700
Weaver Consulting Group
California
$16K +$7.56K +60 +171%