Datadog
DDOG
482 hedge funds and large institutions have $19.1B invested in Datadog in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 183 increasing their positions, 139 reducing their positions, and 74 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 139
31% more capital invested
Capital invested by funds: $14.5B → $19.1B (+$4.53B)
0.36% less ownership
Funds ownership: 78.69% → 78.33% (-0.36%)
3% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 74
1% less funds holding
Funds holding: 488 → 482 (-6)
17% less call options, than puts
Call options by funds: $741M | Put options by funds: $894M
32% less funds holding in top 10
Funds holding in top 10: 22 → 15 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$506M |
| 2 |
Morgan Stanley
New York
|
+$257M |
| 3 |
SCM
Steadfast Capital Management
New York
|
+$124M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$113M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$97.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$199M |
| 2 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$155M |
| 3 |
FAM
Fred Alger Management
New York
|
-$118M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$98M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$83M |
DDOG Hedge Fund Activity: Q2 2021 in Review
482 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q2 2021, worth a combined $19.1B — up 31% from $14.5B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of DDOG and 72 opened new positions — a net loss of 2 holders — while 139 trimmed existing stakes and 183 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $506M. The largest seller was Fidelity Investments, cutting an estimated $199M.
- 482 institutional investors held Datadog (DDOG) as of Q2 2021, down from 488 in Q1 2021.
- Funds reported $19.1B of Datadog stock for Q2 2021, up 31% quarter-over-quarter.
- 72 funds opened new Datadog positions in Q2 2021 and 74 closed out, a net change of -2 holders.
- The largest Datadog buyer in Q2 2021 was T. Rowe Price Associates, an estimated $506M added.
- The largest Datadog seller in Q2 2021 was Fidelity Investments, an estimated $199M sold.
Based on aggregated 13F filings for Q2 2021.