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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
PCS
726
Personal CFO Solutions
New Jersey
$299K +$343K +1,479 New
DAM
727
Draper Asset Management
New York
$298K +$38K +164 +13%
I
728
INVST
Indiana
$297K +$26.7K +115 +9%
SC
729
Scholtz & Company
Connecticut
$296K -$10.2K -44 -3%
OQS
730
Occudo Quantitative Strategies
Florida
$295K -$668K -2,881 -66%
CM
731
Castleark Management
Illinois
$294K -$487K -2,100 -59%
AFP
732
Ausdal Financial Partners
Iowa
$292K -$31.5K -136 -9%
TPWA
733
TRUE Private Wealth Advisors
Oregon
$292K +$4.87K +21 +1%
CWS
734
Cypress Wealth Services
California
$290K +$11.6K +50 +4%
PM
735
Parametrica Management
Hong Kong
$285K -$1.57M -6,788 -82%
ACM
736
Azimuth Capital Management
Michigan
$283K
FNBOO
737
First National Bank of Omaha
Nebraska
$281K -$38.3K -165 -11%
SCM
738
SevenOneSeven Capital Management
Pennsylvania
$279K +$319K +1,376 New
CI
739
Cigna Investments
Connecticut
$278K -$70.3K -303 -18%
WI
740
WrapManager Inc
California
$277K +$317K +1,367 New
CGH
741
Crossmark Global Holdings
Texas
$275K +$25.5K +110 +9%
MCM
742
Manchester Capital Management
Vermont
$274K +$301K +1,297 +2,236%
NAMP
743
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$273K -$81.2K -350 -21%
GAM
744
Griffin Asset Management
New York
$271K -$11.8K -51 -4%
SFP
745
Sandbox Financial Partners
Maryland
$270K +$35.2K +152 +13%
MIFH
746
Migdal Insurance & Financial Holdings
Israel
$270K +$309K +1,333 New
CCM
747
Coldstream Capital Management
Washington
$269K
OAM
748
Oppenheimer Asset Management
New York
$269K +$309K +1,331 New
TCM
749
Teza Capital Management
Illinois
$268K +$307K +1,323 New
OC
750
Oakmont Corp
California
$266K