(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
Q3 2020Turtle Creek Asset ManagementSell-8,0001,465,525$84,678
Q2 2020Lone Pine CapitalBuy2,035,8122,035,812$101,974
Q2 2020Parnassus Endeavor FundBuy1,000,0001,000,000$50,090
Q2 2020Ariel Appreciation FundSell-156,951126,453$6,334
Q2 2020Turtle Creek Asset ManagementSell-62,6001,473,525$73,809
Q1 2020Turtle Creek Asset ManagementBuy937,7751,536,125$54,794
Q1 2020Ariel Appreciation FundBuy261,642283,404$10,109
Q1 2020Renaissance Technologies LLCBuy201,780399,480$14,249
Q4 2019Renaissance Technologies LLCSell-355,900197,700$16,769
Q4 2019Turtle Creek Asset ManagementBuy24,950598,350$50,752
Q3 2019Renaissance Technologies LLCBuy397,200553,600$44,891
Q3 2019Turtle Creek Asset ManagementSell-18,900573,400$46,497
Q2 2019Turtle Creek Asset ManagementSell-29,700592,300$45,957
Q2 2019Renaissance Technologies LLCSell-7,200156,400$12,135
Q1 2019Turtle Creek Asset ManagementBuy622,000622,000$44,262
Q1 2019Ariel Appreciation FundSell-40621,762$1,549
Q4 2018Renaissance Technologies LLCBuy35,900163,600$9,649
Q4 2018Ariel Appreciation FundSell-82622,168$1,307
Q3 2018Ariel Appreciation FundSell-169,58522,994$1,758
Q3 2018Renaissance Technologies LLCBuy123,500127,700$9,763
Q2 2018Ariel Appreciation FundBuy2,507192,579$13,559
Q1 2018Renaissance Technologies LLCSell-490,1004,200$302
Q1 2018Ariel Appreciation FundSell-99,168190,072$13,672
Q4 2017Ariel Appreciation FundBuy25,402289,240$22,248
Q3 2017Renaissance Technologies LLCSell-1,445,100494,300$31,872
Q3 2017Ariel Appreciation FundBuy82,511263,838$17,012
Q2 2017Renaissance Technologies LLCBuy1,358,3001,939,400$120,611
Q2 2017Ariel Appreciation FundBuy160,364181,327$11,277
Q1 2017Renaissance Technologies LLCBuy343,500581,100$39,741
Q4 2016Meritage GroupBuy20,77720,777$1,498

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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