Descartes Systems
DSGX
222 hedge funds and large institutions have $5.26B invested in Descartes Systems in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 9 closing their positions.
233% more call options, than puts
Call options by funds: $2.48M | Put options by funds: $744K
222% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 9
17% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 77
8% more funds holding
Funds holding: 205 → 222 (+17)
4.99% less ownership
Funds ownership: 80.11% → 75.12% (-5%)
5% less capital invested
Capital invested by funds: $5.55B → $5.26B (-$289M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$66.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$33.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22.4M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$20.4M |
| 5 |
Renaissance Technologies
New York
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$251M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$155M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$75.3M |
| 4 |
Primecap Management
Pasadena,
California
|
-$31.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$23.5M |
DSGX Hedge Fund Activity: Q4 2021 in Review
222 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Descartes Systems (DSGX) for Q4 2021, worth a combined $5.26B — down 5.2% from $5.55B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DSGX positions and 9 closed out — a net gain of 20 holders — while 90 added to existing stakes and 77 trimmed.
The largest buyer was Ameriprise, adding an estimated $66.8M. The largest seller was Bank of Montreal, cutting an estimated $251M.
- 222 institutional investors held Descartes Systems (DSGX) as of Q4 2021, up from 205 in Q3 2021.
- Funds reported $5.26B of Descartes Systems stock for Q4 2021, down 5.2% quarter-over-quarter.
- 29 funds opened new Descartes Systems positions in Q4 2021 and 9 closed out, a net change of +20 holders.
- The largest Descartes Systems buyer in Q4 2021 was Ameriprise, an estimated $66.8M added.
- The largest Descartes Systems seller in Q4 2021 was Bank of Montreal, an estimated $251M sold.
Based on aggregated 13F filings for Q4 2021.