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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
VC
526
Veracity Capital
Georgia
$826K +$185K +796 +24%
EP
527
Eudaimonia Partners
Tennessee
$823K +$8.35K +36 +0.9%
Acadian Asset Management
528
Acadian Asset Management
Massachusetts
$821K -$699K -3,015 -43%
SLI
529
Sumitomo Life Insurance
Japan
$821K -$31.8K -137 -3%
HVM
530
Harvest Volatility Management
Connecticut
$820K +$362K +1,563 +63%
TWM
531
Titus Wealth Management
California
$817K +$44.1K +190 +5%
FA
532
FDx Advisors
Illinois
$812K -$579K -2,495 -38%
ORI
533
Oak Ridge Investments
Illinois
$811K -$177K -762 -16%
BA
534
Bristlecone Advisors
Washington
$811K +$128K +553 +16%
LAI
535
Legal Advantage Investments
California
$810K
IP
536
Interval Partners
New York
$810K +$557K +2,400 +150%
AWP
537
Ascent Wealth Partners
New York
$808K +$22.7K +98 +3%
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$806K +$19.2K +83 +2%
RWA
539
Redhawk Wealth Advisors
Minnesota
$797K +$63.8K +275 +8%
KPWS
540
Kestra Private Wealth Services
Texas
$795K -$19.9K -86 -2%
HVP
541
Hudson Value Partners
Florida
$795K +$910K +3,925 New
AIP
542
Ameritas Investment Partners
Nebraska
$791K +$14.4K +62 +2%
CCM
543
Conway Capital Management
California
$777K -$157K -675 -15%
AFC
544
AFT Forsyth & Company
Florida
$777K +$92.8K +400 +12%
TVAMP
545
Tennessee Valley Asset Management Partners
Tennessee
$775K +$53.3K +230 +6%
JSL
546
JT Stratford LLC
Georgia
$771K +$34.1K +147 +4%
LNC
547
Lincoln National Corp
Pennsylvania
$770K +$166K +716 +23%
WI
548
Wintrust Investments
Illinois
$769K -$2.32K -10 -0.3%
MMPW
549
Mitchell McLeod Pugh & Williams
Alabama
$769K -$1.39K -6 -0.2%
SF
550
Symphony Financial
Texas
$766K -$4.64K -20 -0.5%