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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
PWMG
701
Prestige Wealth Management Group
New Jersey
$208K +$201K +967 New
CS
702
Comerica Securities
Michigan
$207K +$200K +963 New
Walleye Capital
703
Walleye Capital
New York
$205K -$319K -1,537 -62%
FP
704
Financial Perspectives
Minnesota
$203K
NB
705
Norinchukin Bank
Japan
$203K +$196K +943 New
GLA
706
Great Lakes Advisors
Illinois
$200K -$23.2M -111,568 -99%
SW
707
SkyOak Wealth
Michigan
$200K -$984K -4,742 -84%
CIAS
708
Capital Investment Advisory Services
North Carolina
$200K -$51.9K -250 -21%
FMLI
709
Fukoku Mutual Life Insurance
Japan
$194K -$872K -4,200 -82%
OIA
710
Optimum Investment Advisors
Illinois
$172K -$166K -800 -50%
AWM
711
Atticus Wealth Management
Florida
$172K +$165K +797 New
FIA
712
FNY Investment Advisers
New York
$172K +$166K +800 New
CFA
713
Carroll Financial Associates
North Carolina
$164K -$3.94K -19 -2%
RE
714
RBC Europe
United Kingdom
$161K +$38K +183 +32%
AWA
715
Arkadios Wealth Advisors
Georgia
$161K +$61K +294 +75%
PFGIA
716
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$72.2K +348 +93%
BWM
717
BNC Wealth Management
Oregon
$156K +$151K +727 New
SWM
718
Selective Wealth Management
Virginia
$155K
MHR
719
Matthew Hamilton Rosenberg
$151K
Fifth Third Bancorp
720
Fifth Third Bancorp
Ohio
$149K +$12.2K +59 +9%
EWA
721
Evolution Wealth Advisors
Florida
$146K +$1.04K +5 +0.7%
AF
722
Advisornet Financial
Minnesota
$142K +$97.6K +470 +247%
WLPWM
723
Walled Lake Planning & Wealth Management
Illinois
$139K
AAP
724
Arax Advisory Partners
Colorado
$138K
PCM
725
Penserra Capital Management
California
$138K +$84.3K +406 +169%