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DOCU

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
BFS
651
Bard Financial Services
Connecticut
$450K -$11.6K -50 -2%
OA
652
Oxbow Advisors
Texas
$450K +$515K +2,222 New
DJYG
653
David J. Yvars Group
Florida
$446K -$2.32K -10 -0.5%
CIAS
654
Capital Investment Advisory Services
North Carolina
$445K +$69.6K +300 +16%
GIA
655
Gladstone Institutional Advisory
Florida
$444K -$240K -1,037 -32%
IA
656
IFP Advisors
Florida
$442K -$57.5K -248 -10%
HCA
657
Harbour Capital Advisors
Virginia
$441K +$505K +2,178 New
9WM
658
9258 Wealth Management
Ohio
$437K -$541K -2,332 -52%
BCI
659
Brinker Capital Investments
Pennsylvania
$437K +$500K +2,158 New
BW
660
Bison Wealth
Georgia
$435K +$31.3K +135 +7%
CAAS
661
Capital Asset Advisory Services
Michigan
$432K -$434K -1,873 -47%
CGL
662
Clarius Group LLC
Washington
$432K -$57.5K -248 -10%
VFM
663
Vivid Financial Management
California
$431K +$20.6K +89 +4%
FAM
664
Fulcrum Asset Management
United Kingdom
$429K
RFMS
665
RWQ Financial Management Services
Florida
$425K +$29K +125 +6%
KWM
666
Kingsview Wealth Management
Oregon
$424K +$168K +724 +54%
AWS
667
AJ Wealth Strategies
New York
$422K
PCA
668
Private Capital Advisors
Connecticut
$422K +$483K +2,083 New
CAM
669
Columbia Asset Management
Michigan
$413K +$474K +2,042 New
BHB
670
Bank Hapoalim BM
Israel
$412K -$688K -2,965 -59%
JCM
671
Jag Capital Management
Missouri
$410K +$469K +2,024 New
FT
672
Fiduciary Trust
Massachusetts
$409K
BSG
673
Black Swift Group
Colorado
$405K +$464K +2,000 New
MAFM
674
Mid Atlantic Financial Management
Pennsylvania
$404K -$19.9K -86 -4%
BAMF
675
BI Asset Management Fondsmaeglerselskab
Denmark
$392K +$112K +482 +33%