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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
PCM
776
Prelude Capital Management
New York
$32K +$31.1K +150 New
AWM
777
Avondale Wealth Management
Texas
$31K +$29.7K +143 New
AWM
778
Avior Wealth Management
Nebraska
$30K +$8.3K +40 +40%
PFBT
779
Parkside Financial Bank & Trust
Missouri
$29K +$8.3K +40 +44%
LFG
780
Larson Financial Group
Missouri
$28K +$14.7K +71 +125%
TFA
781
Toth Financial Advisory
Virginia
$27K -$4.15K -20 -14%
Millennium Management
782
Millennium Management
New York
$26.6K +$10.5M +50,374 +69%
TCM
783
Tradewinds Capital Management
Washington
$26K +$15.6K +75 +160%
FFA
784
Founders Financial Alliance
North Carolina
$26K +$25.3K +122 New
SFPG
785
Stonebridge Financial Planning Group
Florida
$23K +$20.8K +100 New
SL
786
Savior LLC
Massachusetts
$22K
WCG
787
Weaver Consulting Group
California
$22K +$1.04K +5 +5%
VRM
788
Vectors Research Management
New York
$22K +$2.08K +10 +11%
CFN
789
Cordasco Financial Network
Florida
$22K +$20.8K +100 New
SWM
790
Sugarloaf Wealth Management
Georgia
$22K +$20.8K +100 New
EARNEST Partners
791
EARNEST Partners
Georgia
$20K
PFPT
792
Pinnacle Financial Partners (Tennessee)
Tennessee
$20K
BHWM
793
Bay Harbor Wealth Management
Maryland
$20K +$19.5K +94 New
APWA
794
Atlas Private Wealth Advisors
New Jersey
$19K +$5.19K +25 +40%
LC
795
Lindbrook Capital
California
$18K +$7.06K +34 +69%
NIM
796
NuWave Investment Management
New Jersey
$18K +$17.2K +83 New
PCG
797
Private Capital Group
Connecticut
$17K -$37.8K -182 -70%
TWA
798
TCI Wealth Advisors
Arizona
$17K
HB
799
Horizon Bancorp
Indiana
$15K -$6.23K -30 -30%
NC
800
NewSquare Capital
Pennsylvania
$15K