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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
SN
851
Sittner & Nelson
Oregon
$61K
AWC
852
Abundance Wealth Counselors
Pennsylvania
$61K +$69.6K +300 New
GAM
853
GVO Asset Management
Switzerland
$61K +$69.6K +300 New
TWP
854
TFO Wealth Partners
Ohio
$61K +$69.6K +300 New
GRP
855
Global Retirement Partners
California
$59K +$9.97K +43 +17%
CWC
856
Carolinas Wealth Consulting
North Carolina
$54K +$11.1K +48 +22%
OIA
857
Optimum Investment Advisors
Illinois
$51K -$128K -550 -69%
SIC
858
Salem Investment Counselors
North Carolina
$51K
JCM
859
Jacobi Capital Management
Pennsylvania
$50K
ATC
860
Adirondack Trust Company
New York
$48K
AWM
861
Avondale Wealth Management
Texas
$47K
TCM
862
Tradewinds Capital Management
Washington
$44K +$22K +95 +78%
CAL
863
Capital Analysts LLC
Pennsylvania
$44K +$51K +220 New
FRA
864
Front Row Advisors
California
$43K
CFO
865
CVA Family Office
Colorado
$42K +$1.16K +5 +3%
LC
866
Lindbrook Capital
California
$41K -$11.4K -49 -19%
BWA
867
BDO Wealth Advisors
Florida
$41K +$2.78K +12 +6%
CI
868
CX Institutional
Indiana
$40K
TFA
869
Toth Financial Advisory
Virginia
$38K -$348K -1,500 -89%
TIM
870
Tortoise Investment Management
New York
$36K
AWM
871
Avior Wealth Management
Nebraska
$36K +$11.6K +50 +38%
JPLA
872
Joseph P. Lucia & Associates
New York
$35K -$696 -3 -2%
RG
873
Retirement Group
California
$34K
TWA
874
TCI Wealth Advisors
Arizona
$34K +$19.9K +86 +106%
GWS
875
Glassman Wealth Services
Virginia
$31K -$36.9K -159 -51%