The mixed cluster with no insider buying suggests caution despite the net inflow. Monitor for a catalyst (earnings or guidance) that could resolve the divergence between accumulating active managers and exiting funds.
Executive Summary
A mixed institutional cluster in DSGX for Q2 2026 shows 7 buyers accumulating $102.9M in new positions, led by Temasek Holdings ($34.3M add) and Ninety One UK ($44.3M new), while 8 sellers reduced holdings by $38.7M, including near-exits from JPMorgan, Walleye Capital, and Alberta Investment Management. The buying is concentrated among active asset managers with conviction, but the selling includes notable passive and active funds trimming or exiting, and there is no corroborating insider buying, weakening the bullish signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $64.2M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Ninety One Uk | NEW | +0% | $44.3M | $44.3M |
| Temasek Holdings (Private) | ADD | +37.4% | $139.1M | $34.3M |
| Fiera Capital | ADD | +34.1% | $77.6M | $17.7M |
| Deutsche Bank | ADD | +57.5% | $16.8M | $5.8M |
▼ Sellers (8)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| JPMorgan | NEAR_EXIT | -82.4% | $11.4M | -$9.4M |
| Alberta Investment Management | NEAR_EXIT | -85.2% | $11.2M | -$9.6M |
| Walleye Capital | NEAR_EXIT | -85.8% | $9.2M | -$7.9M |
Key Facts
- 7 institutional buyers added $102.9M in new DSGX positions in Q2 2026, led by Ninety One UK ($44.3M new) and Temasek Holdings ($34.3M add)
- 8 institutional sellers reduced holdings by $38.7M, with JPMorgan (-$9.4M), Alberta Investment Management (-$9.6M), and Walleye Capital (-$7.9M) making near-exits
- Net institutional inflow of ~$64.2M, but no open-market insider buying in the window (confluence score 37/100, 'institutions_only')
- Active asset managers dominate both sides, with no passive/index fund signal in the cluster
Financial Impact
7 institutional buyers accumulated $102.9M in new positions while 8 sellers reduced holdings by $38.7M, for a net inflow of approximately $64.2M
Risk Factors
- No insider buying to corroborate the institutional accumulation signal
- Selling includes near-exits from JPMorgan and Alberta Investment Management, suggesting some sophisticated capital is reducing exposure
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-DSGX-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 25d ago | Press Release | $81.19 | awaiting T+60 | — | — |
Sep 10, 2026 6w ago | Press Release | $76.04 | awaiting T+60 | — | — |
Sep 1, 2026 7w ago | Press Release | $80.43 | awaiting T+60 | — | — |
Aug 12, 2026 10w ago | Institutional Cluster | $77.24 | awaiting T+60 | — | — |
Jul 6, 2026 16w ago | Press Release | $73.13 $79.47 | ▲ +8.66% | ▲ +6.94% | — |
Jun 11, 2026 19w ago | Press Release | $72.97 $75.56 | ▼ −3.55% | ▼ −0.29% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $73.55 $78.94 | ▲ +7.33% | ▲ +2.93% | — |
Jun 4, 2026 20w ago | 6-K | $77.91 $81.84 | ▲ +5.04% | ▲ +3.16% | — |
Jun 3, 2026 20w ago | Press Release | $77.91 $81.84 | ▼ −5.04% | ▼ −3.16% | — |
May 4, 2026 25w ago | Press Release | $73.72 | awaiting T+60 | — | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers