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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
PWA
601
Phoenix Wealth Advisors
North Carolina
$566K +$140K +603 +28%
PA
602
PFG Advisors
Arizona
$562K +$644K +2,778 New
GG
603
Golden Green
South Carolina
$552K -$135K -581 -18%
BDF
604
Balasa Dinverno & Foltz
$552K -$134K -577 -17%
TWM
605
Triton Wealth Management
Arizona
$551K +$625K +2,696 New
ETC
606
Exchange Traded Concepts
Oklahoma
$550K +$33.4K +144 +6%
VAS
607
Vestmark Advisory Solutions
Massachusetts
$549K -$2.64M -11,389 -81%
LS
608
Livforsakringsbolaget Skandia
Sweden
$547K
ANRIA
609
American National Registered Investment Advisor
Texas
$541K +$619K +2,670 New
ESCM
610
Echo Street Capital Management
New York
$539K +$224K +964 +57%
Point72 Asset Management
611
Point72 Asset Management
Connecticut
$537K -$20.4M -87,849 -97%
AC
612
Avestar Capital
New York
$537K +$536K +2,311 New
II
613
Inspire Investing
Idaho
$534K +$393K +1,695 +179%
CAG
614
Crestwood Advisors Group
Massachusetts
$533K +$81.2K +350 +15%
CF
615
Centaurus Financial
California
$533K +$125K +539 +26%
CCG
616
Capital CS Group
California
$533K +$611K +2,634 New
AHB
617
Abner Herrman & Brock
New Jersey
$531K
MPM
618
Meritage Portfolio Management
Kansas
$531K
CPIG
619
Chicago Partners Investment Group
Illinois
$527K +$65.4K +282 +14%
GSC
620
G&S Capital
Colorado
$526K +$50.6K +218 +9%
QP
621
Quilter Plc
United Kingdom
$526K +$270K +1,166 +82%
NL
622
NWAM LLC
Washington
$522K +$38K +164 +7%
SG
623
Stonnington Group
California
$520K +$642K +2,768 New
ACM
624
AlphaCrest Capital Management
New York
$519K -$54.7K -236 -8%
DAS
625
Dynamic Advisor Solutions
Arizona
$518K -$124K -536 -17%