(DFS) Stock Institutional Trading Activity


(DFS) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q1 2025), investors with some of the largest reported share count changes include Brave Warrior Advisors, Renaissance Technologies LLC, Third Point, Eagle Capital Management, and Sequoia Financial Advisors. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2023Brave Warrior AdvisorsBuy2,381,2582,381,258$206,288,381
Q2 2023Turtle Creek Asset ManagementSell-108,6501,122,155$131,123,812
Q2 2023Sequoia Financial AdvisorsBuy2,1386,357$742,792
Q1 2023Turtle Creek Asset ManagementBuy232,7001,230,805$121,652,766
Q1 2023Renaissance Technologies LLCSell-344,300164,800$16,289
Q1 2023Sequoia Financial AdvisorsBuy2694,219$417,028
Q4 2022Turtle Creek Asset ManagementBuy39,520998,105$97,644,612
Q4 2022Renaissance Technologies LLCBuy506,100509,100$49,805
Q4 2022Sequoia Financial AdvisorsBuy6263,950$386,396
Q3 2022Turtle Creek Asset ManagementBuy900958,585$87,155
Q3 2022Renaissance Technologies LLCSell-396,4803,000$273
Q3 2022Sequoia Financial AdvisorsSell-1,0893,324$302
Q2 2022Turtle Creek Asset ManagementBuy54,100957,685$90,578
Q2 2022Sequoia Financial AdvisorsBuy414,413$417
Q1 2022Turtle Creek Asset ManagementSell-34,690903,585$99,566
Q1 2022Sequoia Financial AdvisorsBuy1,1044,372$482
Q4 2021Turtle Creek Asset ManagementBuy107,050938,275$108,427
Q4 2021Sequoia Financial AdvisorsBuy4433,268$378
Q3 2021Parnassus Endeavor FundSell-242,592800,869$98,387
Q3 2021Turtle Creek Asset ManagementSell-247,800831,225$102,116
Q2 2021Turtle Creek Asset ManagementSell-63,9501,079,025$127,638
Q2 2021Meritage GroupSell-4881,970$233
Q2 2021Sequoia Financial AdvisorsBuy5702,825$334
Q1 2021Parnassus Endeavor FundSell-196,5391,043,461$99,118
Q1 2021Turtle Creek Asset ManagementBuy8,3001,142,975$108,571
Q1 2021Sequoia Financial AdvisorsSell-82,255$214
Q1 2021Meritage GroupSell-18,3192,458$233
Q4 2020Turtle Creek Asset ManagementSell-330,8501,134,675$102,722
Q4 2020Sequoia Financial AdvisorsBuy2,2632,263$205
Q3 2020Parnassus Endeavor FundBuy240,0001,240,000$71,647

Frequently asked questions about DFS activity

  • Which institutional owners are buying DFS?

    Institutional owners buying DFS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFS activity?

    "Buy" means an investor increased their reported position in DFS compared to the prior reporting period. This reflects growing exposure to DFS rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFS increasing?

    Institutional interest in DFS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.