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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
LHC
1026
Little House Capital
Massachusetts
-$302K -1,359 Closed
CRCM
1027
Corbett Road Capital Management
Virginia
-$300K -1,348 Closed
WAS
1028
Wealth Advisory Solutions
Indiana
-$291K -1,312 Closed
BCP
1029
Berkeley Capital Partners
Georgia
-$285K -1,283 Closed
Koshinski Asset Management
1030
Koshinski Asset Management
Illinois
-$285K -1,280 Closed
WA
1031
WESPAC Advisors
California
-$277K -1,247 Closed
GTCM
1032
Gyon Technologies Capital Management
New Jersey
-$272K -1,224 Closed
RCAG
1033
Rehmann Capital Advisory Group
Michigan
-$487K -1,218 Closed
CTA
1034
Chesley Taft & Associates
Illinois
-$270K -1,215 Closed
AWA
1035
Alta Wealth Advisors
Massachusetts
-$268K -1,207 Closed
IR
1036
Invictus RG
Bermuda
-$268K -1,206 Closed
BSW
1037
Buckingham Strategic Wealth
Missouri
-$265K -1,190 Closed
TCM
1038
TimesSquare Capital Management
New York
-$261K -1,175 Closed
AAM
1039
Aureus Asset Management
Massachusetts
-$259K -1,164 Closed
BFWA
1040
Benchmark Financial Wealth Advisors
Florida
-$256K -1,151 Closed
CAIMH
1041
Central Asset Investments & Management Holdings
Hong Kong
-$251K -1,131 Closed
GT
1042
Glenmede Trust
Pennsylvania
-$247K -1,114 Closed
PCM
1043
Prelude Capital Management
New York
-$254K -1,097 Closed
WF
1044
WoodTrust Financial
Wisconsin
-$244K -1,096 Closed
RIA
1045
Regal Investment Advisors
Michigan
-$237K -1,065 Closed
ACI
1046
Alpha Cubed Investments
California
-$234K -1,051 Closed
NW
1047
NewEdge Wealth
Pennsylvania
-$230K -1,036 Closed
DWM
1048
Dakota Wealth Management
Florida
-$230K -1,033 Closed
QI
1049
QS Investors
New York
-$227K -1,022 Closed
CWM
1050
Centric Wealth Management
Illinois
-$226K -1,016 Closed