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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
Voloridge Investment Management
576
Voloridge Investment Management
Florida
$674K +$772K +3,328 New
OIS
577
Okabena Investment Services
Minnesota
$663K +$760K +3,276 New
BCA
578
Berman Capital Advisors
Georgia
$662K +$9.04K +39 +1%
SFA
579
Souders Financial Advisors
Ohio
$660K +$73.5K +317 +11%
CIM
580
CIM Investment Management
Pennsylvania
$650K +$745K +3,213 New
WCA
581
Westover Capital Advisors
Delaware
$647K -$202K -869 -21%
MA
582
Mutual Advisors
Nebraska
$645K -$58.7K -253 -7%
HSA
583
HBK Sorce Advisory
Pennsylvania
$645K +$181K +781 +33%
DCM
584
Driehaus Capital Management
Illinois
$640K +$77.9K +336 +12%
SVCP
585
Silicon Valley Capital Partners
California
$635K +$352K +1,517 +94%
AC
586
Abbrea Capital
California
$628K
FC
587
Ferris Capital
Massachusetts
$627K
MAM
588
Morse Asset Management
Connecticut
$626K -$826K -3,560 -54%
RJT
589
Raymond James Trust
Florida
$624K -$18.6K -80 -3%
EI
590
Ethic Inc
New York
$617K +$203K +875 +40%
RHBC
591
R.H. Bluestein & Co
Michigan
$609K -$77.7K -335 -10%
NIP
592
Nicholas Investment Partners
California
$608K +$696K +3,001 New
CAM
593
Cubic Asset Management
Massachusetts
$607K +$696K +3,000 New
Brown Advisory
594
Brown Advisory
Maryland
$603K +$81.2K +350 +13%
AIL
595
AGF Investments LLC
Ontario, Canada
$596K -$265K -1,144 -28%
AP
596
Adero Partners
California
$593K +$679K +2,929 New
GKWIM
597
Gerber Kawasaki Wealth & Investment Management
California
$587K +$17.4K +75 +3%
TIS
598
Tortoise Index Solutions
Kansas
$577K +$264K +1,138 +66%
SP
599
Symmetry Partners
Connecticut
$575K -$36.6K -158 -5%
S
600
SignatureFD
Georgia
$568K +$39.9K +172 +7%