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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
TSS
376
Thomas Story & Son
Indiana
$1.9M
PI
377
PFS Investments
Georgia
$1.9M +$2.18M +9,384 New
MYAM
378
Meiji Yasuda Asset Management
Japan
$1.89M +$307K +1,324 +16%
PAG
379
Private Advisor Group
New Jersey
$1.88M -$200K -864 -9%
WGAM
380
Wilkinson Global Asset Management
New York
$1.87M +$2.15M +9,255 New
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$1.87M +$644K +2,775 +43%
B
382
Bailard
California
$1.86M -$1.19M -5,120 -36%
PHK
383
Point72 Hong Kong
Hong Kong
$1.84M -$6.72M -28,981 -76%
BAM
384
Blueshift Asset Management
New Jersey
$1.84M +$480K +2,069 +29%
NEIRG
385
New England Investment & Retirement Group
Massachusetts
$1.83M +$126K +543 +6%
APA
386
American Portfolios Advisors
New York
$1.83M +$89.5K +386 +4%
KFBMI
387
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.82M
TM
388
Tiger Management
New York
$1.82M +$788K +3,400 +61%
BS
389
Banco Santander
Spain
$1.82M +$2.08M +8,973 New
BS
390
Boenning & Scattergood
Pennsylvania
$1.81M +$872K +3,759 +73%
AB
391
Amalgamated Bank
New York
$1.81M -$87.7K -378 -4%
ACM
392
Aljian Capital Management
Nevada
$1.75M +$230K +990 +13%
SEIA
393
Signature Estate & Investment Advisors
California
$1.72M +$307K +1,323 +18%
EF
394
Empowered Funds
Pennsylvania
$1.7M
FHB
395
First Hawaiian Bank
Hawaii
$1.68M +$1.63M +7,029 +547%
BCV
396
Banque Cantonale Vaudoise
Switzerland
$1.67M +$478K +2,061 +33%
CCA
397
Checchi Capital Advisers
California
$1.66M +$1.9M +8,208 New
IC
398
Intersect Capital
California
$1.66M -$80.5K -347 -4%
RA
399
Resolute Advisors
California
$1.66M +$22.5K +97 +1%
PPSG
400
Princeton Portfolio Strategies Group
New Jersey
$1.61M -$55.7K -240 -3%