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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
AG
801
AlphaSimPlex Group
Massachusetts
$201K
VI
802
Vestcor Inc
New Brunswick, Canada
$201K
MFS
803
Mirabella Financial Services
United Kingdom
$201K +$230K +993 New
Capstone Investment Advisors
804
Capstone Investment Advisors
New York
$194K +$223K +960 New
FPA
805
First Pacific Advisors
California
$186K +$51.5K +222 +32%
FMLI
806
Fukoku Mutual Life Insurance
Japan
$182K
MLFP
807
MPS Loria Financial Planners
Illinois
$172K -$69.6K -300 -26%
MHR
808
Matthew Hamilton Rosenberg
$172K
KFP
809
KB Financial Partners
New Jersey
$167K +$192K +827 New
ACM
810
Allred Capital Management
Texas
$166K +$191K +822 New
AII
811
AGF Investments Inc
Ontario, Canada
$151K -$534K -2,301 -76%
ED
812
Exane Derivatives
France
$145K -$773K -3,334 -82%
SAS
813
Stelac Advisory Services
New York
$143K -$14.1K -61 -8%
RE
814
RBC Europe
United Kingdom
$141K -$95.3K -411 -37%
SBSB
815
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K -$28.3K -122 -15%
AWA
816
Arkadios Wealth Advisors
Georgia
$136K -$208K -896 -57%
Fifth Third Bancorp
817
Fifth Third Bancorp
Ohio
$135K -$11.6K -50 -7%
WLPWM
818
Walled Lake Planning & Wealth Management
Illinois
$131K
AA
819
Ancora Advisors
Ohio
$128K +$63.8K +275 +76%
AF
820
Advisornet Financial
Minnesota
$123K +$37.6K +162 +36%
MWM
821
Mascoma Wealth Management
New Hampshire
$121K +$139K +600 New
TPCW
822
TD Private Client Wealth
New York
$118K -$2.81M -12,118 -95%
TFM
823
TFC Financial Management
Massachusetts
$116K
QCG
824
Quadrant Capital Group
Ohio
$114K +$32.2K +139 +33%
TCWM
825
Total Clarity Wealth Management
Illinois
$114K +$131K +564 New