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DocuSign

968 hedge funds and large institutions have $28.7B invested in DocuSign in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 392 increasing their positions, 310 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 310

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 138

1.05% more ownership

Funds ownership: 74.98%76.04% (+1.1%)

1% more funds holding

Funds holding: 963968 (+5)

8% less capital invested

Capital invested by funds: $31.3B → $28.7B (-$2.6B)

41% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.37B

Holders
968
Holders Change
+5
Holders Change %
+0.52%
% of All Funds
17%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.33%
New
152
Increased
392
Reduced
310
Closed
138
Calls
$1.41B
Puts
$2.37B
Net Calls
-$963M
Net Calls Change
-$497M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
276
Canvas Wealth Advisors
Kansas
$3.89M +$4.22M +18,201 New
Truist Financial
277
Truist Financial
North Carolina
$3.86M -$1.07M -4,627 -20%
X
278
Xponance
Pennsylvania
$3.84M +$80.5K +347 +2%
CAM
279
Covenant Asset Management
New Jersey
$3.79M +$4.34M +18,722 New
BBVA
280
Banco Bilbao Vizcaya Argentaria
Spain
$3.77M -$6.49K -28 -0.2%
ACM
281
Alcosta Capital Management
California
$3.74M -$57.5K -248 -1%
AC
282
Asio Capital
Kentucky
$3.74M +$68.2K +294 +2%
Vontobel Holding
283
Vontobel Holding
Switzerland
$3.74M +$1.09M +4,712 +34%
ANBT
284
American National Bank & Trust
Texas
$3.71M +$73.3K +316 +2%
PA
285
Parallel Advisors
California
$3.71M +$164K +709 +4%
IC
286
IEQ Capital
California
$3.68M +$66.6K +287 +2%
BBCM
287
Boardman Bay Capital Management
New York
$3.67M +$13.2M +57,075 +571%
RCW
288
Rheos Capital Works
Japan
$3.64M
MCM
289
MAI Capital Management
Ohio
$3.61M -$324K -1,398 -7%
BF
290
BOK Financial
Oklahoma
$3.61M -$254K -1,097 -6%
Man Group
291
Man Group
United Kingdom
$3.59M -$1.3M -5,615 -24%
IA
292
IndexIQ Advisors
New York
$3.59M +$3.55M +15,292 +631%
FWC
293
First Washington Corp
Washington
$3.58M +$457K +1,970 +13%
Los Angeles Capital Management
294
Los Angeles Capital Management
California
$3.56M -$729K -3,142 -15%
MIAN
295
Mariner Independent Advisor Network
Kansas
$3.55M +$166K +715 +4%
AHC
296
Adell Harriman & Carpenter
Texas
$3.54M +$1.25M +5,400 +45%
Natixis Advisors
297
Natixis Advisors
Massachusetts
$3.5M +$4.01M +17,307 New
Prudential Financial
298
Prudential Financial
New Jersey
$3.5M +$757K +3,264 +23%
SIA
299
Sit Investment Associates
Minnesota
$3.46M +$111K +480 +3%
AAM
300
Azzad Asset Management
Virginia
$3.46M +$918K +3,959 +30%