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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
OCM
751
One Capital Management
California
$266K +$305K +1,315 New
GG
752
Gleason Group
Kentucky
$265K
FFS
753
Founders Financial Securities
Maryland
$264K -$200K -863 -40%
LCP
754
Legacy Capital Partners
Wisconsin
$263K +$92.8K +400 +44%
EFS
755
Essex Financial Services
Connecticut
$261K +$299K +1,291 New
NFG
756
Nations Financial Group
Iowa
$260K -$35.9K -155 -11%
FIM
757
Freedom Investment Management
Connecticut
$260K +$298K +1,283 New
TCM
758
Tuttle Capital Management
Connecticut
$260K +$298K +1,284 New
MA
759
Montag & Associates
Georgia
$259K -$23.7K -102 -7%
WWM
760
Wolff Wiese Magana
California
$255K -$282K -1,217 -49%
TC
761
TownSquare Capital
Utah
$253K -$53.6K -231 -16%
OPWM
762
Oxinas Partners Wealth Management
Indiana
$252K +$8.35K +36 +3%
WDG
763
Wealth Dimensions Group
Ohio
$251K +$288K +1,242 New
PA
764
PSI Advisors
Florida
$249K -$737K -3,180 -72%
AIS
765
AM Investment Strategies
Tennessee
$246K +$49.6K +214 +21%
FVWA
766
Foster Victor Wealth Advisors
South Carolina
$246K +$116K +500 +83%
WA
767
Wealth Architects
California
$245K +$8.81K +38 +3%
HIC
768
Holderness Investments Company
North Carolina
$245K +$23.2K +100 +9%
TPA
769
Trivium Point Advisory
Connecticut
$245K +$280K +1,208 New
SRAM
770
Spouting Rock Asset Management
Pennsylvania
$244K -$595K -2,565 -68%
MAWCM
771
Mine & Arao Wealth Creation & Management
California
$243K
ER
772
Enlightenment Research
Florida
$243K +$278K +1,200 New
AIC
773
Ameritas Investment Company
Nebraska
$242K +$278K +1,197 New
SG
774
StoneX Group
New York
$240K +$3.25K +14 +1%
FAM
775
Formidable Asset Management
Ohio
$237K +$41K +177 +18%