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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
OWA
901
One Wealth Advisors
California
-$220K -1,276 Closed
DS
902
DRW Securities
Illinois
-$212K -1,232 Closed
CWS
903
Cypress Wealth Services
California
-$247K -1,190 Closed
QI
904
QS Investors
New York
-$173K -1,000 Closed
KWM
905
Keebeck Wealth Management
Illinois
-$135K -784 Closed
PHK
906
Point72 Hong Kong
Hong Kong
-$132K -767 Closed
WR
907
Watson Rebecca
-$103K -600 Closed
AWM
908
Apollon Wealth Management
South Carolina
-$74K -432 Closed
MIFH
909
Migdal Insurance & Financial Holdings
Israel
-$63K -368 Closed
WT
910
Whittier Trust
California
-$30K -175 Closed
BL
911
Balentine LLC
Georgia
-$27K -157 Closed
KPW
912
Kore Private Wealth
New York
-$25K -147 Closed
MWA
913
MFA Wealth Advisors
Pennsylvania
-$22.2K -129 Closed
SF
914
Synovus Financial
Georgia
-$20K -118 Closed
GWMIA
915
Global Wealth Management Investment Advisory
Florida
-$19K -110 Closed
AF
916
Allworth Financial
California
-$17K -100 Closed
CWC
917
Carolinas Wealth Consulting
North Carolina
-$17K -100 Closed
FWM
918
Focused Wealth Management
New York
-$17K -100 Closed
PFO
919
Pathstone Family Office
New Jersey
-$17K -100 Closed
RDWM
920
Red Door Wealth Management
Tennessee
-$16K -96 Closed
CCA
921
Column Capital Advisors
Indiana
-$13K -77 Closed
DTIM
922
Danda Trouve Investment Management
Kansas
-$10K -60 Closed
YAL
923
Your Advocates Ltd
Texas
-$9K -50 Closed
PA
924
Procyon Advisors
Connecticut
-$8K -44 Closed
EWP
925
Engrave Wealth Partners
Texas
-$6K -35 Closed