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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
SSB
901
Sandy Spring Bank
Maryland
$13K
VRM
902
Vectors Research Management
New York
$12K -$9.28K -40 -40%
LWANC
903
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$1.62K +7 +14%
FI
904
FormulaFolio Investments
Michigan
$12K +$13.9K +60 New
MWP
905
Meridian Wealth Partners
Pennsylvania
$12K +$14.6K +63 New
CL
906
COWA LLC
Oklahoma
$11K
FF
907
FourThought Financial
Florida
$11K +$9.74K +42 +323%
TCOV
908
Trust Company of Vermont
Vermont
$10K
MPWT
909
MassMutual Private Wealth & Trust
Connecticut
$10K +$6.96K +30 +158%
AF
910
Allworth Financial
California
$10K +$9.04K +39 +488%
PCG
911
Private Capital Group
Connecticut
$9K -$13.7K -59 -57%
JAM
912
JCIC Asset Management
Ontario, Canada
$9K +$9.97K +43 New
RFA
913
Reilly Financial Advisors
California
$9K +$10.2K +44 New
KTC
914
Kistler-Tiffany Companies
Pennsylvania
$8K
Bessemer Group
915
Bessemer Group
New Jersey
$8K +$9.28K +40 New
ONST
916
Old North State Trust
North Carolina
$7K
WAS
917
Winch Advisory Services
Wisconsin
$7K
EWM
918
Elmwood Wealth Management
California
$7K +$8.12K +35 New
BMD
919
Better Money Decisions
New Mexico
$7K +$8.58K +37 New
RIM
920
Rockbridge Investment Management
New York
$6K -$1.16K -5 -14%
MS
921
Mizuho Securities
Japan
$6K -$928 -4 -13%
CWA
922
Carolina Wealth Advisors
South Carolina
$6K
PFBT
923
Parkside Financial Bank & Trust
Missouri
$6K +$2.32K +10 +56%
PB
924
Pinnacle Bancorp
Nebraska
$6K +$6.26K +27 New
SNT
925
Security National Trust
West Virginia
$6K +$6.49K +28 New