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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
ETCM
351
Evolutionary Tree Capital Management
Virginia
$2.27M +$2.6M +11,205 New
SGM
352
Skye Global Management
Florida
$2.23M +$1.37M +5,900 +116%
CI
353
Ceera Investments
Texas
$2.2M +$2.52M +10,860 New
BIP
354
Bouvel Investment Partners
Pennsylvania
$2.15M +$2.46M +10,613 New
GP
355
Geneva Partners
Wisconsin
$2.14M -$59.1K -255 -2%
IAIM
356
International Assets Investment Management
Florida
$2.12M +$1.19M +5,125 +105%
MAM
357
Meeder Asset Management
Ohio
$2.11M +$2.35M +10,117 +3,306%
VWA
358
V Wealth Advisors
Kansas
$2.1M +$331K +1,428 +16%
SM
359
Sciencast Management
New Jersey
$2.09M +$190K +821 +9%
PWSG
360
Pacific Wealth Strategies Group
California
$2.09M +$238K +1,028 +11%
QT
361
Quantbot Technologies
New York
$2.08M -$1.68M -7,243 -41%
TFA
362
Teamwork Financial Advisors
Texas
$2.06M -$496K -2,141 -17%
OCM
363
Orion Capital Management
California
$2.06M -$6.96K -30 -0.3%
CCA
364
Catalyst Capital Advisors
New York
$2.05M -$14.4M -62,269 -86%
EDRH
365
Edmond de Rothschild Holding
Switzerland
$2.04M +$2.16M +9,306 +1,187%
OCM
366
Orser Capital Management
Texas
$2.03M -$126K -545 -5%
NIM
367
Northeast Investment Management
Massachusetts
$2M -$180K -775 -7%
GH
368
GAM Holding
Switzerland
$1.99M -$928 -4 -0%
MA
369
Modus Advisors
Minnesota
$1.99M +$123K +531 +6%
KA
370
Kovack Advisors
Florida
$1.98M -$431K -1,857 -16%
SPIA
371
Steward Partners Investment Advisory
New York
$1.96M +$374K +1,614 +20%
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$1.94M +$348K +1,500 +19%
SFO
373
Stokes Family Office
Louisiana
$1.92M -$232 -1 -0%
PG
374
Pendal Group
Australia
$1.91M +$1.17M +5,065 +115%
M&T Bank
375
M&T Bank
New York
$1.91M -$4.1M -17,679 -65%