We are live on ! Find out more
DSGX icon

Descartes Systems

191 hedge funds and large institutions have $4.05B invested in Descartes Systems in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

4% more funds holding

Funds holding: 183191 (+8)

2% more capital invested

Capital invested by funds: $3.97B → $4.05B (+$73.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.71% less ownership

Funds ownership: 81.73%81.01% (-0.71%)

18% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 79

Holders
191
Holders Change
+8
Holders Change %
+4.37%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
65
Reduced
79
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gotham Asset Management
New York
$277K -$33.2K -586 -11%
KeyBank National Association
152
KeyBank National Association
Ohio
$265K -$5.55K -98 -2%
WF
153
Welch & Forbes
Massachusetts
$265K +$257K +4,539 New
MIM
154
Marco Investment Management
Georgia
$250K
Jane Street
155
Jane Street
New York
$245K -$539K -9,517 -69%
CSS
156
Cubist Systematic Strategies
Connecticut
$234K +$227K +4,008 New
CAAS
157
Capital Asset Advisory Services
Michigan
$182K +$177K +3,120 New
Wells Fargo
158
Wells Fargo
California
$173K -$11.9K -210 -7%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$164K -$1.03M -18,278 -87%
CQS
160
Credential Qtrade Securities
$120K -$26.5K -468 -19%
LSA
161
Leonteq Securities AG
Switzerland
$113K +$86.9K +1,535 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$109K +$22.5K +397 +27%
WTC
163
WhitTier Trust Company
Nevada
$76K -$16.1K -285 -18%
WT
164
Whittier Trust
California
$58K
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.3K +$15.6K +276 +44%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$52K +$50.1K +885 New
FHA
167
First Horizon Advisors
Tennessee
$36K -$453 -8 -1%
TRCT
168
Tower Research Capital (TRC)
New York
$30K +$29.4K +519 New
AssetMark Inc
169
AssetMark Inc
California
$27K
CFGS
170
Concourse Financial Group Securities
Alabama
$26K +$5.49K +97 +27%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$24K
HGWM
172
Harvest Group Wealth Management
Massachusetts
$11K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$8K
FGAM
174
Financial Gravity Asset Management
Texas
$7K +$6.96K +123 New
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$6K -$4.45M -78,641 -100%

DSGX Hedge Fund Activity: Q4 2020 in Review

191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Descartes Systems (DSGX) for Q4 2020, worth a combined $4.05B — up 1.9% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DSGX positions and 17 closed out — a net gain of 8 holders — while 65 added to existing stakes and 79 trimmed.

The largest buyer was Echo Street Capital Management, adding an estimated $28.8M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $31.4M.

  • 191 institutional investors held Descartes Systems (DSGX) as of Q4 2020, up from 183 in Q3 2020.
  • Funds reported $4.05B of Descartes Systems stock for Q4 2020, up 1.9% quarter-over-quarter.
  • 25 funds opened new Descartes Systems positions in Q4 2020 and 17 closed out, a net change of +8 holders.
  • The largest Descartes Systems buyer in Q4 2020 was Echo Street Capital Management, an estimated $28.8M added.
  • The largest Descartes Systems seller in Q4 2020 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2020.