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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
NFSG
751
Newbridge Financial Services Group
Florida
$74K +$71.2K +343 New
RCG
752
Rock Creek Group
District of Columbia
$73K +$69.9K +337 New
WT
753
Washington Trust
Rhode Island
$67K +$32.2K +155 +97%
BBA
754
Braun-Bostich & Associates
Pennsylvania
$67K +$64.3K +310 New
CYG
755
Clean Yield Group
Vermont
$65K
C
756
Cerebellum
California
$65K +$62.7K +302 New
SOADOR
757
State of Alaska Department of Revenue
Alaska
$64K -$124K -599 -67%
NL
758
NVWM LLC
Pennsylvania
$55K +$20.1K +97 +61%
NR
759
Newfound Research
Massachusetts
$53K +$50.6K +244 New
SC
760
Steph & Co
Wisconsin
$53K +$50.9K +245 New
AA
761
Advisory Alpha
Michigan
$51K +$47.1K +227 New
CFD
762
Creative Financial Designs
Indiana
$50K +$16.6K +80 +53%
AA
763
Ancora Advisors
Ohio
$48K
FRA
764
Front Row Advisors
California
$48K
JCM
765
Jacobi Capital Management
Pennsylvania
$48K +$25.9K +125 +125%
BDWM
766
Brewin Dolphin Wealth Management
Ireland
$47.4K +$45.7K +220 New
BBL
767
Beck Bode LLC
Massachusetts
$46K -$6.65M -32,024 -99%
CFO
768
CVA Family Office
Colorado
$43K
CI
769
CX Institutional
Indiana
$43K +$41.5K +200 New
TIM
770
Tortoise Investment Management
New York
$39K +$37.4K +180 New
EFSCE
771
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$22.4K +108 +196%
ATC
772
Adirondack Trust Company
New York
$34K
GWS
773
Glassman Wealth Services
Virginia
$33K -$7.06K -34 -18%
GRP
774
Global Retirement Partners
California
$33K +$6.23K +30 +24%
ADL
775
Asset Dedication LLC
California
$32K +$31.1K +150 New