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DocuSign

259 hedge funds and large institutions have $3.64B invested in DocuSign in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 47

50% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 70

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

37% more call options, than puts

Call options by funds: $53.2M | Put options by funds: $38.8M

14.77% more ownership

Funds ownership: 40.58%55.35% (+15%)

13% more funds holding

Funds holding: 230259 (+29)

10% more capital invested

Capital invested by funds: $3.32B → $3.64B (+$319M)

Holders
259
Holders Change
+29
Holders Change %
+12.61%
% of All Funds
5.77%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.42%
New
105
Increased
91
Reduced
47
Closed
70
Calls
$53.2M
Puts
$38.8M
Net Calls
+$14.4M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Edge Wealth Management
New York
$1.69M +$1.77M +42,138 New
DY
102
Dowling & Yahnke
California
$1.67M +$1.26M +30,000 +300%
Legal & General Group
103
Legal & General Group
United Kingdom
$1.67M -$982K -23,373 -36%
YU
104
Yale University
Connecticut
$1.65M +$1.73M +41,265 New
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$1.58M +$757K +18,013 +84%
AllianceBernstein
106
AllianceBernstein
Tennessee
$1.53M +$693K +16,490 +76%
PPA
107
Parametric Portfolio Associates
Washington
$1.52M +$1.6M +38,037 New
JG
108
Jefferies Group
New York
$1.5M +$1.57M +37,303 New
TOPU
109
Trustees of Princeton University
New Jersey
$1.46M +$1.53M +36,521 New
HPWM
110
Highland Private Wealth Management
Washington
$1.41M +$1.48M +35,246 New
Creative Planning
111
Creative Planning
Kansas
$1.38M +$1.45M +34,469 New
US Bancorp
112
US Bancorp
Minnesota
$1.32M +$403K +9,579 +41%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$1.31M +$390K +9,273 +40%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$1.29M +$764K +18,178 +130%
SC
115
Scotia Capital
Ontario, Canada
$1.23M +$238K +5,664 +23%
PA
116
Profund Advisors
Maryland
$1.18M +$1.24M +29,453 New
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$1.17M +$732K +17,420 +149%
TI
118
Trexquant Investment
Connecticut
$1.15M +$1.2M +28,582 New
Citigroup
119
Citigroup
New York
$1.14M -$89.8K -2,136 -7%
CIC
120
Chilton Investment Company
Connecticut
$1.13M -$447K -10,637 -27%
SXL
121
Summit X LLC
Missouri
$998K +$494K +11,755 +89%
FPCP
122
Fort Point Capital Partners
California
$986K +$1.03M +24,597 New
CIM
123
CIM Investment Management
Pennsylvania
$982K +$1.03M +24,505 New
Neuberger Berman Group
124
Neuberger Berman Group
New York
$962K +$291K +6,933 +41%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$931K +$976K +23,221 New