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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
JSC
301
Jackson Square Capital
California
$3.46M -$2.51M -10,840 -39%
AL
302
Aspiriant LLC
California
$3.39M +$5.1K +22 +0.1%
FC
303
Financial Consulate
Maryland
$3.32M
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$3.3M +$2.58M +11,125 +215%
BRWA
305
B. Riley Wealth Advisors
Florida
$3.27M +$1.85M +7,982 +98%
VIA
306
Vident Investment Advisory
Georgia
$3.18M +$949K +4,091 +35%
HIA
307
Harbor Investment Advisory
Maryland
$3.15M -$124K -535 -3%
DC
308
Davenport & Co
Virginia
$3.15M +$60.8K +262 +2%
LG
309
LaFleur & Godfrey
Michigan
$3.14M +$1.92M +8,289 +115%
HAG
310
HighPoint Advisor Group
Illinois
$3.14M +$317K +1,366 +10%
HI
311
HBK Investments
Texas
$3.05M +$3.49M +15,070 New
SCM
312
Shelton Capital Management
Colorado
$3.04M +$367K +1,583 +12%
TCM
313
Tributary Capital Management
Nebraska
$3.04M
WAM
314
Werlinich Asset Management
Connecticut
$3.01M +$3.45M +14,880 New
BAAM
315
Baker Avenue Asset Management
California
$2.98M +$119K +512 +4%
SPC
316
Sigma Planning Corp
Michigan
$2.96M +$758K +3,270 +29%
TCM
317
Tran Capital Management
California
$2.94M -$331K -1,428 -9%
OAM
318
Optimal Asset Management
California
$2.93M +$1.62M +7,000 +94%
FMI
319
F/M Investments
District of Columbia
$2.91M +$3.33M +14,369 New
CS
320
Candriam SCA
Luxembourg
$2.86M
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$2.84M +$628K +2,710 +24%
BIAS
322
Beacon Investment Advisory Services
New Jersey
$2.83M +$2.12M +9,153 +190%
IMC Chicago
323
IMC Chicago
Illinois
$2.83M +$3.24M +13,959 New
MSRPS
324
Maryland State Retirement & Pension System
Maryland
$2.81M +$2.56M +11,027 +383%
WS
325
Wedbush Securities
California
$2.8M +$1.4M +6,024 +77%