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Descartes Systems

126 hedge funds and large institutions have $2.08B invested in Descartes Systems in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more funds holding

Funds holding: 118126 (+8)

1% more capital invested

Capital invested by funds: $2.06B → $2.08B (+$25.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.82% less ownership

Funds ownership: 82.65%80.83% (-1.8%)

31% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 51

100% less call options, than puts

Call options by funds: $7K | Put options by funds: $5.43M

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
35
Reduced
51
Closed
6
Calls
$7K
Puts
$5.43M
Net Calls
-$5.43M
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$389M -$728K -21,549 -0.2%
Primecap Management
2
Primecap Management
California
$150M -$425K -12,590 -0.3%
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$124M -$5.07M -150,284 -4%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$112M +$12.7M +375,720 +13%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$111M -$1.17M -34,581 -1%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$94.7M -$4.9M -145,025 -5%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$72.5M -$12.7M -376,693 -15%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$68.1M -$203K -6,008 -0.3%
Vanguard Group
9
Vanguard Group
Pennsylvania
$64M +$3.07M +90,880 +5%
Franklin Resources
10
Franklin Resources
California
$53.6M +$140K +4,148 +0.3%
ACH
11
ArrowMark Colorado Holdings
Colorado
$53.2M -$46.7M -1,383,740 -47%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.2M -$3.2M -94,663 -6%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$42.2M -$6.79M -200,968 -14%
HA
14
Homestead Advisers
Virginia
$41.4M
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$40.4M +$25.2M +745,448 +167%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$39.4M -$5.49M -162,737 -12%
PM
17
Pembroke Management
Quebec, Canada
$32.5M -$4.27M -126,400 -15%
Norges Bank
18
Norges Bank
Norway
$31M -$6.43M -190,464 -17%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$28.6M +$22M +650,682 +338%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$22.6M +$2.6M +77,078 +13%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$20.7M +$8.91M +263,814 +76%
ESCM
22
Echo Street Capital Management
New York
$20.5M -$819K -24,256 -4%
Renaissance Technologies
23
Renaissance Technologies
New York
$19.1M -$564K -16,700 -3%
MBI
24
Montrusco Bolton Investments
Quebec, Canada
$18.5M -$9.68M -286,835 -34%
Morgan Stanley
25
Morgan Stanley
New York
$18.1M +$3.05M +90,373 +20%

DSGX Hedge Fund Activity: Q3 2018 in Review

126 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Descartes Systems (DSGX) for Q3 2018, worth a combined $2.08B — up 1.3% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DSGX positions and 6 closed out — a net gain of 9 holders — while 35 added to existing stakes and 51 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $25.2M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $46.7M.

  • 126 institutional investors held Descartes Systems (DSGX) as of Q3 2018, up from 118 in Q2 2018.
  • Funds reported $2.08B of Descartes Systems stock for Q3 2018, up 1.3% quarter-over-quarter.
  • 15 funds opened new Descartes Systems positions in Q3 2018 and 6 closed out, a net change of +9 holders.
  • The largest Descartes Systems buyer in Q3 2018 was Massachusetts Financial Services, an estimated $25.2M added.
  • The largest Descartes Systems seller in Q3 2018 was ArrowMark Colorado Holdings, an estimated $46.7M sold.

Based on aggregated 13F filings for Q3 2018.