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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
VRM
701
Vectors Research Management
New York
$15K +$11.3K +90 New
TWA
702
TCI Wealth Advisors
Arizona
$14K +$1.13K +9 +13%
CCA
703
Column Capital Advisors
Indiana
$13K +$9.71K +77 New
NC
704
NewSquare Capital
Pennsylvania
$12K +$8.82K +70 New
BFC
705
Bedel Financial Consulting
Indiana
$11K +$2.02K +16 +34%
APWA
706
Atlas Private Wealth Advisors
New Jersey
$11K +$7.81K +62 New
LFG
707
Larson Financial Group
Missouri
$10K
DTIM
708
Danda Trouve Investment Management
Kansas
$10K +$7.56K +60 New
YAL
709
Your Advocates Ltd
Texas
$9K -$6.3K -50 -50%
HNB
710
Huntington National Bank
Ohio
$9K
WAS
711
Winch Advisory Services
Wisconsin
$9K
EFSCE
712
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$882 +7 +15%
FNBOSM
713
First National Bank of South Miami
Florida
$9K +$6.3K +50 New
KFS
714
Kelly Financial Services
Massachusetts
$8.61K
PA
715
Procyon Advisors
Connecticut
$8K
TCM
716
Tradewinds Capital Management
Washington
$8K +$2.52K +20 +74%
LC
717
Lindbrook Capital
California
$8K +$3.15K +25 +104%
First Manhattan
718
First Manhattan
New York
$8K +$6.3K +50 New
ABC
719
Associated Banc-Corp
Wisconsin
$7K
LWM
720
Liberty Wealth Management
California
$6K
EWM
721
Elmwood Wealth Management
California
$6K +$4.41K +35 New
EWP
722
Engrave Wealth Partners
Texas
$6K +$4.41K +35 New
AIC
723
Archer Investment Corporation
Indiana
$5.68K +$4.16K +33 New
PIMG
724
Patriot Investment Management Group
Tennessee
$4.3K +$3.15K +25 New
TFO
725
Tarbox Family Office
California
$2K