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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
JWM
826
Jupiter Wealth Management
Colorado
$112K -$276K -1,190 -70%
FCM
827
Firestone Capital Management
Florida
$110K
HFS
828
Hantz Financial Services
Michigan
$105K +$4.41K +19 +4%
SIM
829
Sonora Investment Management
Arizona
$103K -$5.33K -23 -4%
WB
830
Webster Bank
Connecticut
$103K
RWG
831
Regal Wealth Group
California
$101K
SWA
832
SOA Wealth Advisors
New York
$101K
PVH
833
Psagot Value Holdings
Israel
$97K
CWP
834
Concord Wealth Partners
Virginia
$94K +$107K +460 +9,200%
HWA
835
HHM Wealth Advisors
Tennessee
$92K
PCM
836
Penserra Capital Management
California
$89K +$16.2K +70 +19%
HFA
837
Hoover Financial Advisors
Pennsylvania
$85K -$5.57K -24 -5%
NSIM
838
North Star Investment Management
Illinois
$85K
WP
839
WealthShield Partners
North Carolina
$79K +$90.9K +392 New
LFG
840
Larson Financial Group
Missouri
$77K +$8.58K +37 +11%
PCIA
841
Prime Capital Investment Advisors
Kansas
$73K +$32.5K +140 +63%
HPC
842
HM Payson & Co
Maine
$72K +$23.2K +100 +39%
HNB
843
Huntington National Bank
Ohio
$71K
PAI
844
Pittenger & Anderson Inc
Nebraska
$71K
SC
845
Steph & Co
Wisconsin
$69K +$23.2K +100 +41%
FHA
846
First Horizon Advisors
Tennessee
$67K +$66.3K +286 +561%
SOW
847
State of Wyoming
Wyoming
$66K +$75.8K +327 New
PFGIA
848
Patriot Financial Group Insurance Agency
Massachusetts
$65K
WT
849
Washington Trust
Rhode Island
$63K
CI
850
CAZ Investments
Texas
$61K -$69.6K -300 -50%