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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
GWM
626
Geneos Wealth Management
Colorado
$517K -$113K -486 -17%
Lazard Asset Management
627
Lazard Asset Management
New York
$511K -$5.31M -22,885 -90%
PWM
628
Peterson Wealth Management
Nevada
$511K +$585K +2,524 New
GA
629
GoalVest Advisory
New York
$508K +$582K +2,510 New
BOC
630
Barbara Oil Co
Illinois
$507K
AT
631
Arden Trust
Delaware
$505K +$579K +2,495 New
PFO
632
Pathstone Family Office
New Jersey
$504K +$44.1K +190 +8%
SDH
633
Sloy Dahl & Holst
Washington
$502K +$575K +2,480 New
GEA
634
Glen Eagle Advisors
New Jersey
$491K +$29.7K +128 +6%
SMFG
635
Sumitomo Mitsui Financial Group
Japan
$491K -$2.95M -12,714 -84%
JIC
636
Joel Isaacson & Co
New York
$491K -$63.8K -275 -10%
PWM
637
Perigon Wealth Management
California
$487K +$312K +1,344 +127%
RWB
638
RMR Wealth Builders
New Jersey
$484K +$243K +1,047 +78%
WTC
639
WhitTier Trust Company
Nevada
$481K
G
640
Gainplan
Michigan
$481K +$181K +780 +48%
3F
641
360 Financial
Minnesota
$480K -$51K -220 -8%
F
642
F3Logic
Minnesota
$474K -$34.8K -150 -6%
OWA
643
Octavia Wealth Advisors
Ohio
$470K +$538K +2,320 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
644
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$467K -$291K -1,255 -35%
WMA
645
Wealth Management Associates
New Jersey
$465K +$142K +612 +36%
SCA
646
Snowden Capital Advisors
New York
$465K +$58.7K +253 +12%
TC
647
Truvestments Capital
Florida
$459K +$90.7K +391 +21%
IA
648
Insight Advisors
Pennsylvania
$458K -$37.1K -160 -7%
TP
649
Truvvo Partners
New York
$453K
PAS
650
Park Avenue Securities
New York
$453K +$519K +2,239 New