Datadog
DDOG
583 hedge funds and large institutions have $28B invested in Datadog in 2021 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 212 increasing their positions, 147 reducing their positions, and 35 closing their positions.
300% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 35
122% more capital inflows, than outflows
Capital inflows: $3.62B | Capital outflows: $1.63B
73% more funds holding in top 10
Funds holding in top 10: 15 → 26 (+11)
44% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 147
21% more funds holding
Funds holding: 483 → 583 (+100)
4.48% more ownership
Funds ownership: 78.3% → 82.79% (+4.5%)
5% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.28B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$306M |
| 2 |
Iconiq Capital
San Francisco,
California
|
+$286M |
| 3 |
Morgan Stanley
New York
|
+$276M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$216M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$151M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Meritech Capital Associates V
Palo Alto,
California
|
-$286M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$252M |
| 3 |
Lone Pine Capital
Greenwich,
Connecticut
|
-$150M |
| 4 |
Coatue Management
New York
|
-$100M |
| 5 |
Institutional Venture Management XVI
Menlo Park,
California
|
-$81.9M |
DDOG Hedge Fund Activity: Q3 2021 in Review
583 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q3 2021, worth a combined $28B — up 47% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new DDOG positions and 35 closed out — a net gain of 105 holders — while 212 added to existing stakes and 147 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $306M. The largest seller was Meritech Capital Associates V, cutting an estimated $286M.
- 583 institutional investors held Datadog (DDOG) as of Q3 2021, up from 483 in Q2 2021.
- Funds reported $28B of Datadog stock for Q3 2021, up 47% quarter-over-quarter.
- 140 funds opened new Datadog positions in Q3 2021 and 35 closed out, a net change of +105 holders.
- The largest Datadog buyer in Q3 2021 was 1832 Asset Management, an estimated $306M added.
- The largest Datadog seller in Q3 2021 was Meritech Capital Associates V, an estimated $286M sold.
Based on aggregated 13F filings for Q3 2021.