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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
Mercer Global Advisors
701
Mercer Global Advisors
Colorado
$345K +$21.6K +93 +6%
NP
702
NorthRock Partners
Minnesota
$345K +$29K +125 +8%
WJWM
703
Williams Jones Wealth Management
New York
$344K -$48.7K -210 -11%
PFWA
704
Paces Ferry Wealth Advisors
Georgia
$341K +$117K +503 +43%
PP
705
Patron Partners
Texas
$338K +$37.3K +161 +11%
CIS
706
Capital International Sarl
California
$335K +$31.3K +135 +9%
PWS
707
Precision Wealth Strategies
Missouri
$326K -$2.78K -12 -0.7%
SFS
708
Sowell Financial Services
Arkansas
$325K -$83.9K -362 -18%
PCM
709
Palisade Capital Management
New Jersey
$324K +$105K +452 +39%
PPP
710
Private Portfolio Partners
New Jersey
$323K +$51.7K +223 +16%
NFC
711
Northeast Financial Consultants
Connecticut
$321K +$368K +1,586 New
Carson Wealth (CWM LLC)
712
Carson Wealth (CWM LLC)
Nebraska
$319K
EI
713
Ellevest Inc
New York
$318K +$37.3K +161 +11%
MPPW
714
Mitchell & Pahl Private Wealth
Oklahoma
$316K
Verition Fund Management
715
Verition Fund Management
Connecticut
$313K +$359K +1,546 New
CIM
716
Chapman Investment Management
California
$311K +$356K +1,535 New
EWM
717
Empirical Wealth Management
Washington
$310K +$27.1K +117 +8%
PWM
718
Palumbo Wealth Management
New York
$310K +$355K +1,531 New
CHP
719
Cable Hill Partners
Oregon
$307K +$46.4K +200 +15%
OIA
720
OneDigital Investment Advisors
Kansas
$304K -$58K -250 -14%
WR
721
WD Rutherford
Oregon
$304K +$139K +598 +66%
PAM
722
Paradigm Asset Management
New York
$304K -$23.2K -100 -6%
CL
723
CSS LLC
Illinois
$303K
HCM
724
Harvey Capital Management
Florida
$303K
TMAM
725
Tokio Marine Asset Management
Japan
$303K +$58.9K +254 +20%