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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
CW
1051
CreativeOne Wealth
Kansas
-$225K -1,014 Closed
AO
1052
Advisor OS
Illinois
-$223K -1,011 Closed
MGIM
1053
M&G Investment Management
United Kingdom
-$223 -1,005 Closed
SW
1054
SlateStone Wealth
Florida
-$222K -1,000 Closed
TA
1055
Trivest Advisors
Hong Kong
-$222K -1,000 Closed
LCH
1056
Lee Capital Holdings
New York
-$219K -985 Closed
GLA
1057
Great Lakes Advisors
Illinois
-$215K -969 Closed
B
1058
Barings
North Carolina
-$212K -955 Closed
DWM
1059
Dorchester Wealth Management
Quebec, Canada
-$212K -955 Closed
KCM
1060
Karp Capital Management
California
-$212K -952 Closed
OWA
1061
One Wealth Advisors
California
-$211K -950 Closed
FRM
1062
Fox Run Management
Connecticut
-$211K -949 Closed
ISL
1063
Ingalls & Snyder LLC
New York
-$201K -904 Closed
CG
1064
Clarus Group
Texas
-$226K -857 Closed
GLLW
1065
Graves Light Lenhart Wealth
Virginia
-$129K -579 Closed
ICP
1066
Interchange Capital Partners
Pennsylvania
-$112K -506 Closed
RPWA
1067
Regent Peak Wealth Advisors
Georgia
-$91K -408 Closed
DSC
1068
Duncker Streett & Co
Missouri
-$89K -400 Closed
JGIA
1069
Jackson Grant Investment Advisers
Connecticut
-$77K -345 Closed
CYG
1070
Clean Yield Group
Vermont
-$67K -300 Closed
IA
1071
Inspire Advisors
Idaho
-$67K -300 Closed
SIAG
1072
Safeguard Investment Advisory Group
California
-$66K -300 Closed
SOADOR
1073
State of Alaska Department of Revenue
Alaska
-$64K -289 Closed
EWA
1074
Evolution Wealth Advisors
Florida
-$56K -250 Closed
BWM
1075
Birchcreek Wealth Management
Ohio
-$51K -230 Closed