Datadog
DDOG
665 hedge funds and large institutions have $21.9B invested in Datadog in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 299 increasing their positions, 196 reducing their positions, and 113 closing their positions.
180% more call options, than puts
Call options by funds: $2.13B | Put options by funds: $761M
53% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 196
0% more funds holding in top 10
Funds holding in top 10: 34 → 34 (0)
2.23% less ownership
Funds ownership: 83.41% → 81.18% (-2.2%)
5% less funds holding
Funds holding: 701 → 665 (-36)
23% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 113
34% less capital invested
Capital invested by funds: $33.3B → $21.9B (-$11.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$494M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
+$235M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
+$229M |
| 4 |
Morgan Stanley
New York
|
+$218M |
| 5 |
FAM
Fred Alger Management
New York
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$449M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$201M |
| 3 |
IC
Iconiq Capital
San Francisco,
California
|
-$178M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$164M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$129M |
DDOG Hedge Fund Activity: Q2 2022 in Review
665 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q2 2022, worth a combined $21.9B — down 34% from $33.3B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of DDOG and 87 opened new positions — a net loss of 26 holders — while 196 trimmed existing stakes and 299 added.
The largest buyer was Public Investment Fund, opening a new position worth an estimated $494M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $449M sold.
- 665 institutional investors held Datadog (DDOG) as of Q2 2022, down from 701 in Q1 2022.
- Funds reported $21.9B of Datadog stock for Q2 2022, down 34% quarter-over-quarter.
- 87 funds opened new Datadog positions in Q2 2022 and 113 closed out, a net change of -26 holders.
- The largest Datadog buyer in Q2 2022 was Public Investment Fund, an estimated $494M added.
- The largest Datadog seller in Q2 2022 was Lone Pine Capital, an estimated $449M sold.
Based on aggregated 13F filings for Q2 2022.