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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
TFS
676
TrustCore Financial Services
Tennessee
$390K +$9.74K +42 +2%
FFN
677
Focus Financial Network
Minnesota
$388K -$1.13M -4,858 -72%
BMWM
678
Brown Miller Wealth Management
Virginia
$385K +$153K +659 +53%
EFM
679
E Fund Management
China
$381K +$436K +1,882 New
PGWM
680
Parisi Gray Wealth Management
New Jersey
$379K +$14.1K +61 +3%
AWM
681
Apollon Wealth Management
South Carolina
$378K +$433K +1,869 New
JIP
682
Jaffetilchin Investment Partners
Florida
$376K +$6.96K +30 +2%
CB
683
CNB Bank
Pennsylvania
$374K +$99.3K +428 +30%
BAIA
684
Bel Air Investment Advisors
California
$371K +$426K +1,835 New
NB
685
Norinchukin Bank
Japan
$369K +$132K +568 +45%
VCA
686
Verdence Capital Advisors
Maryland
$365K -$108K -465 -20%
BFS
687
Bradley Foster & Sargent
Connecticut
$362K -$40.6K -175 -9%
SF
688
Synovus Financial
Georgia
$362K +$89.5K +386 +27%
OPS
689
Orion Portfolio Solutions
Nebraska
$359K -$62.1K -268 -13%
GAMC
690
Garner Asset Management Corp
Texas
$359K -$23.2K -100 -5%
HFM
691
Harvest Fund Management
China
$357K -$85.1K -367 -17%
EW
692
Evoke Wealth
California
$356K +$6.72K +29 +2%
SCM
693
Southport Capital Management
Tennessee
$351K +$126K +544 +46%
QSS
694
Quantitative Systematic Strategies
Florida
$351K +$138K +597 +52%
CG
695
Caprock Group
Idaho
$350K +$73K +315 +22%
BAM
696
Berkshire Asset Management
Pennsylvania
$348K +$398K +1,718 New
NFSG
697
Newbridge Financial Services Group
Florida
$347K -$52.6K -227 -12%
HMS
698
Hanseatic Management Services
New Mexico
$347K +$10.7K +46 +3%
HI
699
Hudock Inc
Pennsylvania
$346K -$9.28K -40 -2%
ZB
700
Zions Bancorporation
Utah
$345K +$16.9K +73 +4%