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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
MWM
1001
Minot Wealth Management
Massachusetts
-$861K -3,875 Closed
RCIM
1002
Russell Clark Investment Management
United Kingdom
-$778K -3,500 Closed
CFG
1003
Cooper Financial Group
California
-$742K -3,339 Closed
LFGH
1004
Lee Financial Group Hawaii
Hawaii
-$719K -3,234 Closed
BFM
1005
Boothbay Fund Management
New York
-$716K -3,223 Closed
LA
1006
LVW Advisors
New York
-$681K -3,064 Closed
LPARFS
1007
Leverage Partners Absolute Return Fund SPC
Cayman Islands
-$666K -3,000 Closed
YIH
1008
Y-Intercept (HK)
Hong Kong
-$674K -2,982 Closed
RA
1009
Riversedge Advisors
Delaware
-$656K -2,951 Closed
JAWM
1010
J. Arnold Wealth Management
Ohio
-$656K -2,949 Closed
EIM
1011
Essex Investment Management
Massachusetts
-$631K -2,838 Closed
AIM
1012
Aigen Investment Management
New York
-$621K -2,794 Closed
SCA
1013
Spearhead Capital Advisors
Florida
-$618K -2,780 Closed
WP
1014
WealthPLAN Partners
Nebraska
-$570K -2,318 Closed
IIA
1015
IPG Investment Advisors
California
-$475K -2,135 Closed
MS
1016
Maven Securities
Jersey
-$479K -2,119 Closed
SSWM
1017
Sheets Smith Wealth Management
North Carolina
-$468K -2,107 Closed
WAM
1018
Wolverine Asset Management
Illinois
-$475K -2,047 Closed
OTPPB
1019
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$437K -1,965 Closed
GCP
1020
GSA Capital Partners
United Kingdom
-$422K -1,898 Closed
IWA
1021
Intercontinental Wealth Advisors
Texas
-$417K -1,878 Closed
DT
1022
Diversified Trust
Tennessee
-$373K -1,678 Closed
QC
1023
QCM Cayman
Texas
-$369K -1,661 Closed
MCC
1024
Money Concepts Capital
Florida
-$338K -1,520 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1025
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$314K -1,411 Closed