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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
CI
726
CAZ Investments
Texas
$129K -$69.1K -333 -36%
FVWA
727
Foster Victor Wealth Advisors
South Carolina
$129K +$125K +600 New
PMFA
728
Plante Moran Financial Advisors
Michigan
$127K +$123K +591 New
Walleye Trading
729
Walleye Trading
New York
$126K +$122K +587 New
HPC
730
HM Payson & Co
Maine
$124K +$120K +577 New
SBSB
731
Sullivan, Bruyette, Speros & Blaney
Virginia
$120K +$115K +556 New
FCM
732
Firestone Capital Management
Florida
$116K +$39.6K +191 +55%
AIM
733
AIA Investment Management
Singapore
$114K +$25.3K +122 +30%
SIM
734
Sonora Investment Management
Arizona
$113K -$7.68K -37 -7%
ZB
735
Zions Bancorporation
Utah
$113K +$5.81K +28 +6%
SAS
736
Stelac Advisory Services
New York
$111K +$107K +515 New
HFS
737
Hantz Financial Services
Michigan
$109K +$105K +508 New
RWG
738
Regal Wealth Group
California
$108K
FPA
739
First Pacific Advisors
California
$108K +$104K +500 New
DZ Bank
740
DZ Bank
Germany
$108K +$104K +500 New
QCG
741
Quadrant Capital Group
Ohio
$101K +$57.7K +278 +145%
TFM
742
TFC Financial Management
Massachusetts
$95K +$91.5K +441 New
PFS
743
Prospera Financial Services
Texas
$93K -$1.01M -4,842 -92%
NSIM
744
North Star Investment Management
Illinois
$87K
DSC
745
Duncker Streett & Co
Missouri
$86K
CFGS
746
Concourse Financial Group Securities
Alabama
$84K +$31.8K +153 +65%
NNP
747
Nachman Norwood & Parrott
South Carolina
$84K +$81.2K +391 New
HNB
748
Huntington National Bank
Ohio
$75K +$62.3K +300 +600%
PAI
749
Pittenger & Anderson Inc
Nebraska
$75K +$72.6K +350 New
Twin Tree Management
750
Twin Tree Management
Texas
$74K -$28M -134,845 -100%