Datadog
DDOG
581 hedge funds and large institutions have $28B invested in Datadog in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 212 increasing their positions, 147 reducing their positions, and 35 closing their positions.
297% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 35
73% more funds holding in top 10
Funds holding in top 10: 15 → 26 (+11)
47% more capital invested
Capital invested by funds: $19.1B → $28B (+$8.96B)
44% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 147
21% more funds holding
Funds holding: 482 → 581 (+99)
4.45% more ownership
Funds ownership: 78.33% → 82.78% (+4.4%)
5% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.28B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$306M |
| 2 |
IC
Iconiq Capital
San Francisco,
California
|
+$286M |
| 3 |
Morgan Stanley
New York
|
+$276M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$216M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$151M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCAV
Meritech Capital Associates V
Palo Alto,
California
|
-$286M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$252M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$150M |
| 4 |
Coatue Management
New York
|
-$100M |
| 5 |
IVMX
Institutional Venture Management XVI
Menlo Park,
California
|
-$81.9M |
DDOG Hedge Fund Activity: Q3 2021 in Review
581 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q3 2021, worth a combined $28B — up 47% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new DDOG positions and 35 closed out — a net gain of 104 holders — while 212 added to existing stakes and 147 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $306M. The largest seller was Meritech Capital Associates V, cutting an estimated $286M.
- 581 institutional investors held Datadog (DDOG) as of Q3 2021, up from 482 in Q2 2021.
- Funds reported $28B of Datadog stock for Q3 2021, up 47% quarter-over-quarter.
- 139 funds opened new Datadog positions in Q3 2021 and 35 closed out, a net change of +104 holders.
- The largest Datadog buyer in Q3 2021 was 1832 Asset Management, an estimated $306M added.
- The largest Datadog seller in Q3 2021 was Meritech Capital Associates V, an estimated $286M sold.
Based on aggregated 13F filings for Q3 2021.