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Descartes Systems

288 hedge funds and large institutions have $5.6B invested in Descartes Systems in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

20% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 93

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $4.92B → $5.6B (+$680M)

13% more funds holding

Funds holding: 255288 (+33)

0.01% less ownership

Funds ownership: 77.9%77.89% (-0.01%)

71% less call options, than puts

Call options by funds: $958K | Put options by funds: $3.33M

Holders
288
Holders Change
+33
Holders Change %
+12.94%
% of All Funds
4.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
52
Increased
112
Reduced
93
Closed
14
Calls
$958K
Puts
$3.33M
Net Calls
-$2.37M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$31.1K +$234 +3 +0.8%
CFGS
252
Concourse Financial Group Securities
Alabama
$28.1K -$3.43K -44 -12%
BBHC
253
Brown Brothers Harriman & Co
New York
$27.3K +$25.3K +325 New
Mitsubishi UFJ Trust & Banking
254
Mitsubishi UFJ Trust & Banking
Japan
$25.2K
SWS
255
SYSTM Wealth Solutions
Illinois
$25.1K +$23.3K +299 New
TFIPS
256
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.5K +$21.8K +280 New
JFGIW
257
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.5K +$21.7K +279 New
W
258
WealthCollab
Washington
$23K +$21.4K +274 New
AF
259
Allworth Financial
California
$22.9K +$1.64K +21 +8%
NS
260
NBC Securities
Alabama
$21K
PFBT
261
Parkside Financial Bank & Trust
Missouri
$9.16K
RhumbLine Advisers
262
RhumbLine Advisers
Massachusetts
$8.83K
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$8K
Simplex Trading
264
Simplex Trading
Illinois
$8K +$7.64K +98 New
JWM
265
Janiczek Wealth Management
Colorado
$7.31K -$4.83K -62 -42%
PA
266
Parallel Advisors
California
$6.64K -$935 -12 -13%
VNA
267
Valley National Advisers
Pennsylvania
$6K +$5.85K +75 New
GWSG
268
GPS Wealth Strategies Group
Colorado
$5.88K
CAM
269
Creekmur Asset Management
Illinois
$5.63K +$5.22K +67 New
WTC
270
WhitTier Trust Company
Nevada
$5.13K +$4.75K +61 New
VAG
271
VisionPoint Advisory Group
Texas
$4.87K +$4.52K +58 New
LC
272
Lindbrook Capital
California
$4.79K -$935 -12 -17%
WPA
273
West Paces Advisors
Georgia
$3.7K +$3.43K +44 New
BIA
274
Bell Investment Advisors
California
$3.11K -$234 -3 -8%
ASN
275
Advisory Services Network
Georgia
$2.35K +$2.18K +28 New

DSGX Hedge Fund Activity: Q4 2023 in Review

288 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Descartes Systems (DSGX) for Q4 2023, worth a combined $5.6B — up 14% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DSGX positions and 14 closed out — a net gain of 38 holders — while 112 added to existing stakes and 93 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $46.7M. The largest seller was Echo Street Capital Management, cutting an estimated $129M.

  • 288 institutional investors held Descartes Systems (DSGX) as of Q4 2023, up from 255 in Q3 2023.
  • Funds reported $5.6B of Descartes Systems stock for Q4 2023, up 14% quarter-over-quarter.
  • 52 funds opened new Descartes Systems positions in Q4 2023 and 14 closed out, a net change of +38 holders.
  • The largest Descartes Systems buyer in Q4 2023 was Arrowstreet Capital, an estimated $46.7M added.
  • The largest Descartes Systems seller in Q4 2023 was Echo Street Capital Management, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.