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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
PAM
776
Private Asset Management
California
$233K +$267K +1,150 New
MSFS
777
Main Street Financial Solutions
Pennsylvania
$228K +$261K +1,125 New
OIM
778
Oder Investment Management
California
$226K -$28.8K -124 -10%
CA
779
Calton & Associates
Florida
$225K -$59.6K -257 -19%
KAM
780
Knightsbridge Asset Management
California
$223K +$23.2K +100 +10%
WA
781
Wealth Alliance
New York
$222K -$197K -851 -44%
GAM
782
Gotham Asset Management
New York
$222K +$6.72K +29 +3%
PP
783
PDS Planning
Ohio
$221K -$21.8K -94 -8%
BCA
784
Bay Colony Advisors
Massachusetts
$219K -$44.1K -190 -15%
FRA
785
Frank Rimerman Advisors
California
$219K
BWM
786
Buckley Wealth Management
Nevada
$217K +$248K +1,070 New
S
787
Seeyond
France
$216K -$1.53M -6,579 -86%
IP
788
Intellectus Partners
California
$213K +$11.6K +50 +5%
PMFA
789
Plante Moran Financial Advisors
Michigan
$211K
RA
790
RFG Advisory
Alabama
$211K +$21.3K +92 +10%
NAM
791
NorthCoast Asset Management
Connecticut
$210K +$241K +1,038 New
AWM
792
Atticus Wealth Management
Florida
$209K -$129K -556 -35%
First Manhattan
793
First Manhattan
New York
$207K
JPG
794
Jordan Park Group
California
$207K +$237K +1,022 New
SFA
795
Sequoia Financial Advisors
Ohio
$205K +$6.96K +30 +3%
VWA
796
Visionary Wealth Advisors
Illinois
$205K +$234K +1,011 New
MSAM
797
Moloney Securities Asset Management
Missouri
$205K +$235K +1,015 New
BWM
798
BT Wealth Management
Georgia
$202K -$116K -500 -33%
AWA
799
AmeriServ Wealth Advisors
Pennsylvania
$202K
DWT
800
Dorsey & Whitney Trust
South Dakota
$202K +$7.65K +33 +3%