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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
WAS
801
Winch Advisory Services
Wisconsin
$15K +$4.57K +22 +44%
RG
802
Retirement Group
California
$15K +$14.5K +70 New
BFC
803
Bedel Financial Consulting
Indiana
$14K
SIS
804
Sound Income Strategies
Florida
$14K +$13.5K +65 New
AIC
805
Archer Investment Corporation
Indiana
$13.6K +$6.23K +30 +91%
MCM
806
Manchester Capital Management
Vermont
$12K +$11.4K +55 New
VAIA
807
Virtus Alternative Investment Advisers
Connecticut
$11K -$16.6K -80 -61%
MSFP
808
Mark Sheptoff Financial Planning
Connecticut
$11K +$10.4K +50 New
KFS
809
Kelly Financial Services
Massachusetts
$10.8K
TCOV
810
Trust Company of Vermont
Vermont
$10K -$21.4K -103 -69%
ABC
811
Associated Banc-Corp
Wisconsin
$9K
LWM
812
Liberty Wealth Management
California
$8K +$1.04K +5 +16%
WB
813
Webster Bank
Connecticut
$8K +$7.26K +35 New
EWM
814
Elmwood Wealth Management
California
$6K
IF
815
Ironwood Financial
Arizona
$6K +$6.23K +30 New
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
$5K +$5.19K +25 New
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
$5K +$5.19K +25 New
FNBOSM
818
First National Bank of South Miami
Florida
$4K -$6.23K -30 -60%
BWM
819
BerganKDV Wealth Management
Minnesota
$4K +$830 +4 +29%
TFO
820
Tarbox Family Office
California
$4K +$1.87K +9 +90%
CA
821
Clearstead Advisors
Ohio
$4K +$4.15K +20 New
PWM
822
Provident Wealth Management
Tennessee
$4K +$4.15K +20 New
FHA
823
First Horizon Advisors
Tennessee
$4K +$4.36K +21 New
CAL
824
Capital Analysts LLC
Pennsylvania
$3K +$2.49K +12 New
CCM
825
Chiron Capital Management
Florida
$3K +$2.49K +12 New