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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
GAM
676
Gotham Asset Management
New York
$237K +$229K +1,101 New
BWA
677
Beam Wealth Advisors
Louisiana
$235K +$226K +1,091 New
WF
678
WoodTrust Financial
Wisconsin
$234K -$20.8K -100 -8%
DTL
679
Dynamic Technology Lab
Singapore
$234K +$226K +1,089 New
NFG
680
Norris Financial Group
South Carolina
$232K +$224K +1,079 New
TPWA
681
TRUE Private Wealth Advisors
Oregon
$231K +$202K +975 +975%
PFWA
682
Paces Ferry Wealth Advisors
Georgia
$231K +$222K +1,071 New
WWM
683
Western Wealth Management
Colorado
$231K +$223K +1,074 New
MGIM
684
M&G Investment Management
United Kingdom
$229K +$221K +1,063 New
Los Angeles Capital Management
685
Los Angeles Capital Management
California
$224K -$593K -2,855 -73%
SG
686
StoneX Group
New York
$222K +$214K +1,030 New
SMC
687
Smith, Moore & Co
Missouri
$221K +$213K +1,025 New
First Manhattan
688
First Manhattan
New York
$220K +$202K +975 +1,950%
KWM
689
Kingsview Wealth Management
Oregon
$220K +$212K +1,023 New
ACI
690
Alpha Cubed Investments
California
$220K +$213K +1,024 New
SLAM
691
Swiss Life Asset Management
$220K +$212K +1,020 New
MAM
692
Martingale Asset Management
Massachusetts
$217K +$208K +1,001 New
I
693
INVST
Indiana
$215K +$201K +966 New
AIS
694
AM Investment Strategies
Tennessee
$215K +$208K +1,000 New
KAM
695
Knightsbridge Asset Management
California
$215K +$208K +1,000 New
VI
696
Vestcor Inc
New Brunswick, Canada
$214K
SB
697
Strategic Blueprint
Georgia
$212K -$325K -1,567 -61%
GT
698
Glenmede Trust
Pennsylvania
$211K -$23.5K -113 -10%
BFWA
699
Benchmark Financial Wealth Advisors
Florida
$211K +$203K +980 New
BCI
700
Brinker Capital Investments
Pennsylvania
$209K +$202K +971 New