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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
B
451
BP
United Kingdom
$1.23M -$272K -1,171 -16%
CI
452
Cavalier Investments
Georgia
$1.23M
EA
453
Emerald Advisers
Pennsylvania
$1.23M +$241K +1,039 +21%
SAM
454
Sompo Asset Management
Japan
$1.21M +$169K +730 +14%
PCR
455
Potrero Capital Research
California
$1.21M
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$1.21M -$222K -957 -14%
CG
457
Cutler Group
California
$1.21M -$711K -3,066 -34%
EH
458
Equitable Holdings
New York
$1.18M +$98.3K +424 +8%
BWL
459
Bogart Wealth LLC
Virginia
$1.15M +$1.32M +5,684 New
CAN
460
Cetera Advisor Networks
California
$1.15M +$353K +1,523 +37%
WWM
461
WT Wealth Management
Arizona
$1.15M -$62.8K -271 -5%
CFGS
462
Concourse Financial Group Securities
Alabama
$1.13M +$1.23M +5,300 +1,809%
IAN
463
Integrated Advisors Network
Texas
$1.13M +$509K +2,193 +65%
RA
464
Rational Advisors
New York
$1.13M -$53.3K -230 -4%
AIM
465
Aspen Investment Management
Michigan
$1.13M -$11.6K -50 -0.9%
CRC
466
Curi RMB Capital
Illinois
$1.12M +$256K +1,106 +25%
BM
467
Brandywine Managers
Delaware
$1.12M +$48.9K +211 +4%
Manulife (Manufacturers Life Insurance)
468
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11M -$24M -103,407 -95%
CPC
469
Congress Park Capital
New York
$1.11M -$53.8K -232 -4%
PSUF
470
People's United Financial
Connecticut
$1.11M -$1.22M -5,257 -49%
AA
471
Altman Advisors
Illinois
$1.11M +$603K +2,599 +90%
SWM
472
Segment Wealth Management
Texas
$1.11M +$99.7K +430 +9%
NIM
473
NuWave Investment Management
New Jersey
$1.1M +$422K +1,821 +50%
AIM
474
Achmea Investment Management
Netherlands
$1.1M -$889K -3,834 -41%
EPA
475
Element Pointe Advisors
Florida
$1.1M +$1.26M +5,414 New