Datadog
DDOG
422 hedge funds and large institutions have $14.3B invested in Datadog in 2020 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 56 closing their positions.
171% more call options, than puts
Call options by funds: $1.3B | Put options by funds: $477M
130% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 56
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
44% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 108
29% more capital invested
Capital invested by funds: $11.1B → $14.3B (+$3.23B)
21% more funds holding
Funds holding: 350 → 422 (+72)
1.46% more ownership
Funds ownership: 72.62% → 74.09% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$484M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$304M |
| 3 |
BlackRock
New York
|
+$264M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$251M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$267M |
| 2 |
Renaissance Technologies
New York
|
-$129M |
| 3 |
IC
Iconiq Capital
San Francisco,
California
|
-$128M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$93.7M |
| 5 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$70.8M |
DDOG Hedge Fund Activity: Q3 2020 in Review
422 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q3 2020, worth a combined $14.3B — up 29% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new DDOG positions and 56 closed out — a net gain of 73 holders — while 155 added to existing stakes and 108 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $484M. The largest seller was T. Rowe Price Associates, cutting an estimated $267M.
- 422 institutional investors held Datadog (DDOG) as of Q3 2020, up from 350 in Q2 2020.
- Funds reported $14.3B of Datadog stock for Q3 2020, up 29% quarter-over-quarter.
- 129 funds opened new Datadog positions in Q3 2020 and 56 closed out, a net change of +73 holders.
- The largest Datadog buyer in Q3 2020 was Baillie Gifford & Co, an estimated $484M added.
- The largest Datadog seller in Q3 2020 was T. Rowe Price Associates, an estimated $267M sold.
Based on aggregated 13F filings for Q3 2020.