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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
FCA
1076
FinTrust Capital Advisors
South Carolina
-$44K -200 Closed
CFD
1077
Creative Financial Designs
Indiana
-$40K -180 Closed
AW
1078
Avion Wealth
Texas
-$33K -150 Closed
ABC
1079
Associated Banc-Corp
Wisconsin
-$29K -130 Closed
AWG
1080
Altus Wealth Group
Colorado
-$25K -113 Closed
CCA
1081
Childress Capital Advisors
Texas
-$23K -103 Closed
AWM
1082
Accel Wealth Management
Iowa
-$22K -100 Closed
POIA
1083
Pin Oak Investment Advisors
Texas
-$22K -100 Closed
SQA
1084
Simon Quick Advisors
New Jersey
-$22K -100 Closed
TIAM2
1085
Tru Independence Asset Management 2
Oregon
-$22K -100 Closed
M
1086
MOTCO
Texas
-$21K -95 Closed
PFPT
1087
Pinnacle Financial Partners (Tennessee)
Tennessee
-$20K -95 Closed
BDS
1088
Banco de Sabadell
Florida
-$15K -65 Closed
PWPS
1089
Pinnacle Wealth Planning Services
Ohio
-$14K -63 Closed
KFS
1090
Kelly Financial Services
Massachusetts
-$11.1K -50 Closed
MSFP
1091
Mark Sheptoff Financial Planning
Connecticut
-$11K -50 Closed
AssetMark Inc
1092
AssetMark Inc
California
-$10K -43 Closed
CT
1093
Clearstead Trust
Maine
-$9K -42 Closed
VAIA
1094
Virtus Alternative Investment Advisers
Connecticut
-$6K -27 Closed
BHWM
1095
Bay Harbor Wealth Management
Maryland
-$6K -25 Closed
FIA
1096
FNY Investment Advisers
New York
-$4K -20 Closed
JWA
1097
JFS Wealth Advisors
Pennsylvania
-$4K -18 Closed
LWCFA
1098
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$3K -13 Closed
CAM
1099
Costello Asset Management
Pennsylvania
-$3K -12 Closed
Jones Financial Companies
1100
Jones Financial Companies
Missouri
-$3K -12 Closed