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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$469M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$201M |
| 3 |
BlackRock
New York
|
+$154M |
| 4 |
JP Morgan Chase
New York
|
+$140M |
| 5 |
Renaissance Technologies
New York
|
+$98.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$251M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$230M |
| 3 |
Alkeon Capital Management
New York
|
-$111M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$110M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$107M |
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.