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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
Lido Advisors
401
Lido Advisors
California
$1.61M +$58.4K +252 +3%
LFAS
402
Level Four Advisory Services
Texas
$1.61M -$44.5K -192 -2%
FHA
403
Flagship Harbor Advisors
Massachusetts
$1.6M -$67.7K -292 -4%
CCG
404
Cloverfields Capital Group
Minnesota
$1.59M +$406K +1,752 +29%
BFEC
405
Benjamin F. Edwards & Company
Missouri
$1.57M +$104K +448 +6%
1W
406
1776 Wealth
Georgia
$1.57M -$153K -660 -7%
VF
407
Virtu Financial
New York
$1.56M -$8.3M -35,799 -82%
SWP
408
Stratos Wealth Partners
Ohio
$1.56M -$179K -774 -9%
WWM
409
Western Wealth Management
Colorado
$1.53M +$1.48M +6,377 +535%
UCFA
410
United Capital Financial Advisors
Texas
$1.52M +$387K +1,671 +29%
BC
411
Breakline Capital
New York
$1.51M -$159K -687 -8%
GAG
412
GM Advisory Group
New York
$1.5M +$24.6K +106 +1%
HLA
413
Hamilton Lane Advisors
Pennsylvania
$1.49M -$682K -2,940 -29%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$592K +2,551 +53%
IMRF
415
Illinois Municipal Retirement Fund
Illinois
$1.48M
Comerica Bank
416
Comerica Bank
Texas
$1.48M -$189K -814 -11%
NA
417
NewEdge Advisors
Louisiana
$1.47M -$428K -1,847 -20%
MJB
418
Mark J. Bradley
$1.47M
HCMT
419
Highland Capital Management (Tennessee)
Tennessee
$1.46M -$137K -589 -8%
Cerity Partners
420
Cerity Partners
New York
$1.45M +$231K +994 +16%
CWM
421
CIBC World Markets
New York
$1.45M -$2.18M -9,416 -57%
PNC Financial Services Group
422
PNC Financial Services Group
Pennsylvania
$1.45M +$182K +785 +12%
CCP
423
Corient Capital Partners
California
$1.44M +$48.2K +208 +3%
SCM
424
Silvant Capital Management
Georgia
$1.4M -$27.1K -117 -2%
WCM
425
Washburn Capital Management
Florida
$1.4M -$186K -804 -10%