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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
HFM
926
Hartford Financial Management
Connecticut
$6K +$6.96K +30 New
APWA
927
Atlas Private Wealth Advisors
New Jersey
$5K -$14.4K -62 -71%
1IA
928
1834 Investment Advisors
Wisconsin
$5K -$5.8K -25 -50%
RAM
929
Riggs Asset Management
Pennsylvania
$5K
ME
930
McIlrath & Eck
Washington
$5K +$5.8K +25 New
Nisa Investment Advisors
931
Nisa Investment Advisors
Missouri
$4.05K +$3.57M +15,400 +335%
TFO
932
Tarbox Family Office
California
$4K -$3.48K -15 -44%
BWM
933
BerganKDV Wealth Management
Minnesota
$4K
CA
934
Clearstead Advisors
Ohio
$4K
LWM
935
Liberty Wealth Management
California
$4K
CFA
936
Carroll Financial Associates
North Carolina
$4K +$4.64K +20 New
HWMA
937
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.64K +20 New
LCM
938
Laurion Capital Management
New York
$4K +$4.64K +20 New
WCM
939
Wealthcare Capital Management
Virginia
$4K +$5.1K +22 New
AIG
940
American International Group
New York
$3.19K -$164K -706 -4%
SWA
941
Sutton Wealth Advisors
Florida
$2.43K
HFS
942
HBC Financial Services
Washington
$2.33K
AFS
943
Annapolis Financial Services
Maryland
$2K
BCH
944
Berkshire Capital Holdings
California
$2K
CA
945
Crewe Advisors
Utah
$2K
HR
946
Howe & Rusling
New York
$2K
IF
947
Ironwood Financial
Arizona
$2K
MWC
948
MBM Wealth Consultants
Missouri
$2K
SJIM
949
St. Johns Investment Management
Florida
$2K
TCWA
950
Ten Capital Wealth Advisors
Washington
$2K