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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
HH
426
Hilltop Holdings
Texas
$1.38M -$376K -1,621 -19%
CAN
427
Claraphi Advisory Network
United States
$1.36M +$476K +2,054 +44%
CIC
428
Carnegie Investment Counsel
Ohio
$1.36M +$249K +1,075 +19%
EOJOAM
429
E. Ohman J:or Asset Management
Sweden
$1.36M +$1.55M +6,700 New
CMI
430
Clare Market Investments
Texas
$1.35M +$743K +3,205 +92%
CFM
431
Comprehensive Financial Management
California
$1.33M
MYLI
432
Meiji Yasuda Life Insurance
Japan
$1.33M -$41.7K -180 -3%
HI
433
Harbour Investments
Wisconsin
$1.33M +$1.52M +6,560 New
DA
434
Duality Advisers
Florida
$1.33M -$1.91M -8,256 -56%
TVWM
435
Tower View Wealth Management
Wisconsin
$1.32M +$77.7K +335 +5%
FC
436
FORA Capital
Florida
$1.32M +$1.51M +6,506 New
MIP
437
Marietta Investment Partners
Wisconsin
$1.31M +$20.9K +90 +1%
PA
438
Paragon Advisors
Texas
$1.31M +$35.9K +155 +2%
SBH
439
Segall Bryant & Hamill
Illinois
$1.31M +$1.5M +6,480 New
FG
440
Formula Growth
Quebec, Canada
$1.3M +$1.49M +6,437 New
CC
441
Centiva Capital
New York
$1.3M +$724K +3,120 +95%
JAFL
442
Jay A. Fishman Ltd
Michigan
$1.29M +$881K +3,800 +149%
BWM
443
BNC Wealth Management
Oregon
$1.27M +$1.24M +5,368 +577%
SFP
444
Shepherd Financial Partners
Massachusetts
$1.27M +$1.46M +6,299 New
DAM
445
Doheny Asset Management
California
$1.26M -$97.4K -420 -6%
SW
446
SteelPeak Wealth
California
$1.25M +$552K +2,382 +63%
O
447
Ossiam
France
$1.25M +$1.43M +6,150 New
Pacer Advisors
448
Pacer Advisors
Pennsylvania
$1.24M -$351K -1,514 -20%
IRF
449
IBM Retirement Fund
New York
$1.24M -$113K -487 -7%
XT
450
XTX Topco
Cayman Islands
$1.24M +$1.42M +6,120 New