(DFS) Institutional Ownership Changes & 13F Activity

DFS. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Brave Warrior Advisors, Renaissance Technologies LLC, Third Point, Eagle Capital Management, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2025Brave Warrior AdvisorsSell-915,0851,608,880$274,635,816
Q1 2025Renaissance Technologies LLCBuy233,536297,236$50,738,185
Q1 2025Third PointBuy100,000740,000$126,318,000
Q1 2025Eagle Capital ManagementBuy88,2831,635,707$279,215,185
Q1 2025Sequoia Financial AdvisorsSell-2,0306,124$1,045,389
Q1 2025Hancock Classic ValueBuy1,4591,459$249,051
Q4 2024Brave Warrior AdvisorsSell-930,7412,523,965$437,226,457
Q4 2024Third PointBuy640,000640,000$110,867,200
Q4 2024Renaissance Technologies LLCSell-166,97363,700$11,034,751
Q4 2024Sequoia Financial AdvisorsBuy1,9638,154$1,412,464
Q4 2024Eagle Capital ManagementSell-1761,547,424$268,060,260
Q3 2024Brave Warrior AdvisorsSell-6,2663,454,706$484,660,705
Q3 2024Renaissance Technologies LLCBuy5,073230,673$32,361,115
Q3 2024Eagle Capital ManagementBuy2,2631,547,600$217,112,804
Q3 2024Sequoia Financial AdvisorsBuy2636,191$868,557
Q2 2024Eagle Capital ManagementBuy508,2961,545,337$202,145,533
Q2 2024Brave Warrior AdvisorsBuy150,8953,460,972$452,729,747
Q2 2024Renaissance Technologies LLCBuy46,300225,600$29,510,736
Q2 2024Turtle Creek Asset ManagementSell-34,550871,212$113,963,242
Q2 2024Sequoia Financial AdvisorsBuy8105,928$775,547
Q1 2024Eagle Capital ManagementBuy1,037,0411,037,041$135,945,705
Q1 2024Brave Warrior AdvisorsBuy676,9103,310,077$433,917,994
Q1 2024Turtle Creek Asset ManagementSell-544,638905,762$118,736,341
Q1 2024Renaissance Technologies LLCBuy14,500179,300$23,504
Q1 2024Sequoia Financial AdvisorsSell-13,9325,118$670,964
Q4 2023Brave Warrior AdvisorsBuy251,9092,633,167$295,967,971
Q4 2023Turtle Creek Asset ManagementSell-166,9001,450,400$163,024,960
Q4 2023Sequoia Financial AdvisorsBuy12,96919,050$2,141,255
Q3 2023Brave Warrior AdvisorsBuy2,381,2582,381,258$206,288,381
Q3 2023Turtle Creek Asset ManagementBuy495,1451,617,300$140,106,699

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.

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