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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
TFGT
826
TS Financial Group (TSFG)
Illinois
$3K +$3.11K +15 New
SWA
827
Sutton Wealth Advisors
Florida
$2.58K +$2.49K +12 New
HFS
828
HBC Financial Services
Washington
$2K -$1.11M -5,350 -100%
GI
829
Gradient Investments
Minnesota
$2K
RIM
830
Rockbridge Investment Management
New York
$2K
TAIM
831
TD Ameritrade Investment Management
Nebraska
$2K
HR
832
Howe & Rusling
New York
$2K +$1.66K +8 New
CA
833
Crewe Advisors
Utah
$2K +$1.87K +9 New
EIP
834
Ellis Investment Partners
Pennsylvania
$2K +$2.08K +10 New
MWC
835
MBM Wealth Consultants
Missouri
$2K +$2.08K +10 New
SJIM
836
St. Johns Investment Management
Florida
$2K +$2.08K +10 New
BHB
837
Bank Hapoalim BM
Israel
$1.43K +$1.38M +6,640 New
SXL
838
Summit X LLC
Missouri
$1.29K -$244K -1,175 -88%
KTC
839
Kistler-Tiffany Companies
Pennsylvania
$1K
SIAP
840
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$623 +3 New
BWA
841
BDO Wealth Advisors
Florida
$1K +$1.04K +5 New
CAM
842
ClariVest Asset Management
California
$1K +$1.25K +6 New
HCP
843
Hexagon Capital Partners
Arkansas
$1K +$1.66K +8 New
F
844
F3Logic
Minnesota
$513 +$216K +1,040 +77%
Koshinski Asset Management
845
Koshinski Asset Management
Illinois
$296 +$265K +1,278 New
FCA
846
FinTrust Capital Advisors
South Carolina
$43 +$20.8K +100 +100%
WRCM
847
Whale Rock Capital Management
Massachusetts
-$542M -3,144,914 Closed
SCM
848
Spyglass Capital Management
California
-$69.1M -401,047 Closed
JCAM
849
Jericho Capital Asset Management
New York
-$58.2M -337,913 Closed
ESCM
850
Echo Street Capital Management
New York
-$42.8M -248,787 Closed