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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
CTC
476
Central Trust Company
Missouri
$1.09M
CRWM
477
Castle Rock Wealth Management
California
$1.08M +$139K +599 +14%
BB
478
Busey Bank
Illinois
$1.04M -$705K -3,040 -37%
CC
479
Cornerstone Capital
California
$1.04M +$595K +2,565 +100%
MF
480
Manchester Financial
California
$1.03M +$97.6K +421 +9%
RIA
481
Realta Investment Advisors
Delaware
$1.03M -$295K -1,274 -20%
P
482
&Partners
Tennessee
$1.02M
Canada Pension Plan Investment Board
483
Canada Pension Plan Investment Board
Ontario, Canada
$1.01M -$6.13M -26,448 -84%
CGFI
484
Cypress Growth Fund III
California
$1.01M +$1.16M +5,000 New
GAM
485
Grandview Asset Management
Pennsylvania
$1.01M -$118K -508 -9%
PCM
486
Parsons Capital Management
Rhode Island
$1.01M +$11.6K +50 +1%
RIM
487
Redpoint Investment Management
Australia
$998K +$103K +445 +10%
TFS
488
Thoroughbred Financial Services
Tennessee
$998K +$1.14M +4,931 New
PIA
489
Perennial Investment Advisors
California
$997K +$60.8K +262 +6%
AW
490
ACG Wealth
Georgia
$985K -$226K -973 -17%
XS
491
XR Securities
Illinois
$985K +$1.13M +4,867 New
EAM
492
Erste Asset Management
Austria
$985K
EAM
493
Eventide Asset Management
Massachusetts
$976K
AIM
494
Axiom Investment Management
New York
$976K +$861K +3,715 +335%
KCM
495
Kornitzer Capital Management
Kansas
$967K -$25M -107,884 -96%
LA
496
Legacy Advisors
Pennsylvania
$965K
FP
497
Financial Perspectives
Minnesota
$964K +$45M +194,209 +20,379%
CL
498
CPWM LLC
Washington
$956K -$34.6K -149 -3%
AAS
499
Annex Advisory Services
Wisconsin
$954K -$51.2K -221 -4%
MFAM
500
Motley Fool Asset Management
Virginia
$953K -$16.5K -71 -1%