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Datadog
DDOG

806 hedge funds and large institutions have $28.8B invested in Datadog in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 263 increasing their positions, 284 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 94

35% more capital invested

Capital invested by funds: $21.3B → $28.8B (+$7.54B)

35% more call options, than puts

Call options by funds: $2.02B | Put options by funds: $1.49B

26% more funds holding in top 10

Funds holding in top 10: 23 → 29 (+6)

9% more funds holding

Funds holding: 738 → 806 (+68)

0.55% more ownership

Funds ownership: 78.07% → 78.62% (+0.55%)

7% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 284

Holders
806
Holders Change
+68
Holders Change %
+9.21%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.42%
New
171
Increased
263
Reduced
284
Closed
94
Calls
$2.02B
Puts
$1.49B
Net Calls
+$525M
Net Calls Change
+$591M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$469M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
BlackRock
BlackRock
New York
+$154M
4
JP Morgan Chase
JP Morgan Chase
New York
+$140M
5
Renaissance Technologies
Renaissance Technologies
New York
+$98.6M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$251M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$111M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$110M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAMCO Inc
76
BAMCO Inc
New York
$63M -$5.52M -53,591 -9%
Westfield Capital Management
77
Westfield Capital Management
Massachusetts
$62M +$1.82M +17,688 +4%
Citigroup
78
Citigroup
New York
$60.5M +$7.09M +68,800 +16%
Citadel Advisors
79
Citadel Advisors
Florida
$60.2M +$43.7M +424,629 +594%
WRCM
80
Whale Rock Capital Management
Massachusetts
$60M -$93M -903,353 -65%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$59.6M +$50.6M +491,005 New
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$59.3M +$50.3M +488,728 New
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$59.3M +$8.55M +82,985 +20%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$58M -$17.9M -174,212 -27%
ERSOT
85
Employees Retirement System of Texas
Texas
$56.8M +$961K +9,327 +2%
1WCM
86
12 West Capital Management
New York
$54.8M -$5.15M -50,000 -10%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$53.8M +$11.9M +115,706 +35%
Federated Hermes
88
Federated Hermes
Pennsylvania
$49.1M +$9.6M +93,171 +30%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$48.2M +$772K +7,493 +2%
IC
90
IEQ Capital
California
$48.1M -$3.22M -31,284 -7%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$47.9M +$9.11M +88,416 +29%
Ameriprise
92
Ameriprise
Minnesota
$45.4M -$31.1M -302,009 -45%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$44.9M -$112K -1,087 -0.3%
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$44.7M -$12.1K -117 -0%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$44.1M +$578K +5,608 +2%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$43.7M +$1.9M +18,411 +5%
National Pension Service
97
National Pension Service
South Korea
$43.6M – – –
LFDLE
98
La Financiere de L'Echiquier
France
$43M +$1.05M +10,200 +3%
UBS Group
99
UBS Group
Switzerland
$42.7M +$17.5M +170,060 +93%
Jennison Associates
100
Jennison Associates
New York
$39.5M -$8.65M -83,947 -21%
2 3
4
5 6

DDOG Hedge Fund Activity: Q4 2023 in Review

806 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q4 2023, worth a combined $28.8B — up 35% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new DDOG positions and 94 closed out — a net gain of 77 holders — while 263 added to existing stakes and 284 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $469M. The largest seller was Marshall Wace, cutting an estimated $251M.

  • 806 institutional investors held Datadog (DDOG) as of Q4 2023, up from 738 in Q3 2023.
  • Funds reported $28.8B of Datadog stock for Q4 2023, up 35% quarter-over-quarter.
  • 171 funds opened new Datadog positions in Q4 2023 and 94 closed out, a net change of +77 holders.
  • The largest Datadog buyer in Q4 2023 was Morgan Stanley, an estimated $469M added.
  • The largest Datadog seller in Q4 2023 was Marshall Wace, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2023.