Datadog
DDOG
176 hedge funds and large institutions have $2.06B invested in Datadog in 2019 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 48 closing their positions.
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
106% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 48
63% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 24
35% more funds holding
Funds holding: 130 → 176 (+46)
10% more call options, than puts
Call options by funds: $48.5M | Put options by funds: $44.2M
2.01% less ownership
Funds ownership: 32.93% → 30.93% (-2%)
10% less capital inflows, than outflows
Capital inflows: $1.08B | Capital outflows: $1.21B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
+$149M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$115M |
| 3 |
Whale Rock Capital Management
Boston,
Massachusetts
|
+$82.4M |
| 4 |
Holocene Advisors
New York
|
+$79.9M |
| 5 |
Morgan Stanley
New York
|
+$72.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Iconiq Capital
San Francisco,
California
|
-$974M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$37.4M |
| 3 |
Dragoneer Investment Group
San Francisco,
California
|
-$23.1M |
| 4 |
TimesSquare Capital Management
New York
|
-$21.5M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$19.1M |
DDOG Hedge Fund Activity: Q4 2019 in Review
176 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q4 2019, worth a combined $2.06B — up 4.6% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new DDOG positions and 48 closed out — a net gain of 51 holders — while 39 added to existing stakes and 24 trimmed.
The largest buyer was Index Venture Associates VI, opening a new position worth an estimated $149M. The largest seller was Iconiq Capital, cutting an estimated $974M.
- 176 institutional investors held Datadog (DDOG) as of Q4 2019, up from 130 in Q3 2019.
- Funds reported $2.06B of Datadog stock for Q4 2019, up 4.6% quarter-over-quarter.
- 99 funds opened new Datadog positions in Q4 2019 and 48 closed out, a net change of +51 holders.
- The largest Datadog buyer in Q4 2019 was Index Venture Associates VI, an estimated $149M added.
- The largest Datadog seller in Q4 2019 was Iconiq Capital, an estimated $974M sold.
Based on aggregated 13F filings for Q4 2019.