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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
LCS
551
Levin Capital Strategies
New York
$766K +$877K +3,782 New
AC
552
Allstate Corporation
Illinois
$765K -$10.2K -44 -1%
MIM
553
Moseley Investment Management
Florida
$758K +$323K +1,393 +59%
IFG
554
Independent Financial Group
California
$753K +$231K +997 +37%
DBT
555
Dubuque Bank & Trust
Iowa
$746K -$59.1K -255 -6%
WMP
556
Wealth Management Partners
Arizona
$744K +$127K +547 +18%
TCM
557
Twin Capital Management
Pennsylvania
$740K -$218K -940 -20%
ECM
558
Evergreen Capital Management
Washington
$734K +$4.41K +19 +0.5%
BAM
559
Belpointe Asset Management
Nevada
$731K -$1.3M -5,602 -61%
KeyBank National Association
560
KeyBank National Association
Ohio
$728K -$467K -2,013 -36%
TI
561
Tidal Investments
Wisconsin
$717K -$5.24M -22,587 -86%
MIC
562
Means Investment Company
Maine
$713K -$33.6K -145 -4%
JWCA
563
J.W. Cole Advisors
Florida
$712K +$9.04K +39 +1%
CPC
564
Cookson Peirce & Co
Pennsylvania
$705K -$62.8M -270,890 -99%
ACM
565
Alpha Capital Management
Texas
$702K +$163K +702 +25%
CAGAS
566
Capital Advisory Group Advisory Services
Minnesota
$701K +$79.5K +343 +11%
PP
567
Paloma Partners
Connecticut
$700K -$3.3M -14,232 -80%
WAM
568
World Asset Management
Michigan
$700K -$38.5K -166 -5%
NL
569
NVWM LLC
Pennsylvania
$694K +$17.6K +76 +2%
SFG
570
Sovereign Financial Group
Connecticut
$690K -$146K -628 -16%
CC
571
Cipher Capital
New York
$689K -$2.46M -10,615 -76%
AMCA
572
Arthur M. Cohen & Associates
Illinois
$686K +$16.2K +70 +2%
MF
573
Magnetar Financial
Illinois
$685K +$785K +3,385 New
KLCM
574
KG&L Capital Management
Louisiana
$677K +$131K +564 +20%
OPW
575
Oxler Private Wealth
New York
$676K +$116K +500 +18%