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DocuSign

734 hedge funds and large institutions have $24.7B invested in DocuSign in 2020 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 258 increasing their positions, 184 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 72

81% more capital invested

Capital invested by funds: $13.6B → $24.7B (+$11.1B)

40% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 184

35% more funds holding in top 10

Funds holding in top 10: 2331 (+8)

29% more funds holding

Funds holding: 569734 (+165)

21% more call options, than puts

Call options by funds: $1.03B | Put options by funds: $855M

3.49% less ownership

Funds ownership: 81.37%77.88% (-3.5%)

Holders
734
Holders Change
+165
Holders Change %
+29%
% of All Funds
15.05%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.64%
New
243
Increased
258
Reduced
184
Closed
72
Calls
$1.03B
Puts
$855M
Net Calls
+$177M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Lyell Wealth Management
California
$5.27M +$1.82M +14,480 +90%
FCM
202
Firsthand Capital Management
California
$5.17M +$2.52M +20,000 +200%
Alkeon Capital Management
203
Alkeon Capital Management
New York
$5.17M +$3.78M +30,000 New
BJL
204
Brighton Jones LLC
Washington
$5.15M +$547K +4,338 +17%
SAM
205
Stansberry Asset Management
Texas
$5.14M -$15.8K -125 -0.4%
Principal Financial Group
206
Principal Financial Group
Iowa
$5.09M +$1.1M +8,760 +42%
ASP
207
Adams Street Partners
Illinois
$5.07M +$3.71M +29,458 New
MCCP
208
Mission Creek Capital Partners
California
$4.98M +$3.65M +28,921 New
O
209
Ossiam
France
$4.93M +$3.61M +28,604 New
Truist Financial
210
Truist Financial
North Carolina
$4.88M +$238K +1,892 +7%
US Bancorp
211
US Bancorp
Minnesota
$4.86M -$2.78M -22,067 -44%
SP
212
Sarasin & Partners
United Kingdom
$4.82M -$4.01M -31,840 -53%
M&T Bank
213
M&T Bank
New York
$4.75M -$716K -5,682 -17%
BCIM
214
British Columbia Investment Management
British Columbia, Canada
$4.71M +$1.99M +15,769 +137%
MML Investors Services
215
MML Investors Services
Massachusetts
$4.62M +$1.7M +13,503 +102%
AWM
216
Affinity Wealth Management
Delaware
$4.61M +$2.68M +21,266 New
NA
217
Navellier & Associates
Nevada
$4.59M +$3.36M +26,672 New
Toronto Dominion Bank
218
Toronto Dominion Bank
Ontario, Canada
$4.59M +$1.43M +11,365 +74%
Macquarie Group
219
Macquarie Group
Australia
$4.48M -$303K -2,401 -8%
PWAG
220
Polaris Wealth Advisory Group
California
$4.45M -$996K -7,905 -24%
CG
221
Cutler Group
California
$4.39M +$2.96M +23,473 +1,175%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$4.3M +$1.21M +9,627 +63%
MIC
223
Meridian Investment Counsel
California
$4.2M
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$4.19M -$5.42K -43 -0.2%
PP
225
Prudential plc
United Kingdom
$4.09M +$2.99M +23,762 New