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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
SSI
326
Scott & Selber Inc
Texas
$2.73M +$10.9K +47 +0.3%
MWM
327
Meridian Wealth Management
Kentucky
$2.72M +$75.8K +327 +2%
WG
328
Watchman Group
Texas
$2.68M +$19.5K +84 +0.6%
MLICM
329
Metropolitan Life Insurance Company (MetLife)
New York
$2.67M -$85.3K -368 -3%
CANY
330
Caxton Associates (New York)
New York
$2.63M -$4.01M -17,292 -57%
WAM
331
Weatherly Asset Management
California
$2.61M +$154K +665 +5%
BNP Paribas Asset Management
332
BNP Paribas Asset Management
France
$2.59M -$67.7K -292 -2%
EMPI
333
Elo Mutual Pension Insurance
Finland
$2.57M +$68.6K +296 +2%
GWSG
334
GPS Wealth Strategies Group
Colorado
$2.55M +$1.11M +4,798 +61%
Impax Asset Management Group
335
Impax Asset Management Group
United Kingdom
$2.55M +$1.69M +7,288 +137%
AAS
336
Avantax Advisory Services
Texas
$2.53M +$578K +2,493 +25%
AAM
337
Advisors Asset Management
Colorado
$2.53M +$382K +1,646 +15%
DF
338
Donoghue Forlines
Massachusetts
$2.51M +$2.08M +8,974 +262%
IECM
339
Intrinsic Edge Capital Management
Illinois
$2.49M
SWM
340
Spire Wealth Management
Virginia
$2.41M +$2.76M +11,892 New
AI
341
AXS Investments
New York
$2.4M +$2.75M +11,842 New
AFAS
342
Acorn Financial Advisory Services
Virginia
$2.38M +$152K +656 +6%
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$2.38M +$220K +949 +9%
RCA
344
Resonant Capital Advisors
Wisconsin
$2.34M +$61.2K +264 +2%
BSI
345
Bennett Selby Investments
Maine
$2.33M +$177K +765 +7%
CA
346
Cetera Advisors
Colorado
$2.31M +$592K +2,552 +29%
AC
347
Athanor Capital
New York
$2.3M +$2.64M +11,377 New
Axa
348
Axa
France
$2.29M +$1.51M +6,500 +136%
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$2.28M +$709K +3,057 +37%
CIC
350
Chase Investment Counsel
Virginia
$2.27M -$2.03M -8,766 -44%