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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
BC
876
Burleson & Co
California
$31K +$35.9K +155 New
Loomis, Sayles & Company
877
Loomis, Sayles & Company
Massachusetts
$28K -$2.55K -11 -7%
EIP
878
Ellis Investment Partners
Pennsylvania
$28K
AS
879
Altshuler Shaham
Israel
$27K -$477K -2,057 -94%
EFSCE
880
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$8.12K -35 -21%
IFAM
881
Institutional & Family Asset Management
Colorado
$27K +$30.4K +131 New
ST
882
Smithfield Trust
Pennsylvania
$26K -$448K -1,933 -94%
AIC
883
Archer Investment Corporation
Indiana
$24.9K +$7.19K +31 +34%
NC
884
NewSquare Capital
Pennsylvania
$22K -$2.32K -10 -8%
SFPG
885
Stonebridge Financial Planning Group
Florida
$21K
TFIPS
886
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.2K
PWMG
887
Prestige Wealth Management Group
New Jersey
$20K -$228K -985 -91%
FMII
888
Farmers & Merchants Investments Inc
Nebraska
$20K
SL
889
Savior LLC
Massachusetts
$20K
CFN
890
Cordasco Financial Network
Florida
$20K +$23.2K +100 New
EARNEST Partners
891
EARNEST Partners
Georgia
$19K
CWA
892
Clearview Wealth Advisors
Oregon
$19K +$6.96K +30 +45%
KPCM
893
Kings Point Capital Management
New York
$17K +$4.64K +20 +32%
PWM
894
Prentice Wealth Management
New York
$17K +$19.5K +84 New
GTAM
895
Global Trust Asset Management
Florida
$16K +$18.6K +80 New
PP
896
Pacifica Partners
Canada
$15K +$5.8K +25 +50%
BWM
897
Baystate Wealth Management
Massachusetts
$15K +$9.04K +39 +105%
CAM
898
Close Asset Management
United Kingdom
$14K +$16.2K +70 New
SIS
899
Sound Income Strategies
Florida
$13.2K
BFC
900
Bedel Financial Consulting
Indiana
$13K