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Datadog

670 hedge funds and large institutions have $36.4B invested in Datadog in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 259 increasing their positions, 165 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 72

57% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 165

30% more capital invested

Capital invested by funds: $28B → $36.4B (+$8.42B)

30% more call options, than puts

Call options by funds: $2.35B | Put options by funds: $1.81B

15% more funds holding

Funds holding: 581670 (+89)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

3.14% less ownership

Funds ownership: 82.78%79.64% (-3.1%)

Holders
670
Holders Change
+89
Holders Change %
+15.32%
% of All Funds
10.31%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.43%
New
168
Increased
259
Reduced
165
Closed
72
Calls
$2.35B
Puts
$1.81B
Net Calls
+$539M
Net Calls Change
+$602M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.95B +$268M +1,576,338 +8%
Morgan Stanley
2
Morgan Stanley
New York
$2.98B +$155M +913,113 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.75B -$599M -3,528,775 -19%
BlackRock
4
BlackRock
New York
$2.53B +$375M +2,206,806 +18%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$1.19B +$450K +2,650 +0%
Tiger Global Management
6
Tiger Global Management
New York
$944M +$10.6M +62,300 +1%
State Street
7
State Street
Massachusetts
$877M +$72M +423,960 +9%
Capital Research Global Investors
8
Capital Research Global Investors
California
$827M +$317M +1,868,762 +67%
IC
9
Iconiq Capital
California
$814M -$355M -2,091,464 -31%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$759M +$397M +2,338,512 +122%
MCAV
11
Meritech Capital Associates V
California
$743M -$220M -1,294,215 -24%
BCM
12
Brown Capital Management
Maryland
$632M -$162M -953,132 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$592M +$69.7M +410,717 +14%
MCM
14
Melvin Capital Management
New York
$583M +$157M +925,000 +39%
LPC
15
Lone Pine Capital
Connecticut
$583M -$233M -1,374,036 -30%
DIG
16
Dragoneer Investment Group
California
$487M
Goldman Sachs
17
Goldman Sachs
New York
$480M +$157M +924,367 +52%
First Trust Advisors
18
First Trust Advisors
Illinois
$475M +$78M +459,778 +21%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$466M +$29.1M +171,527 +7%
Artisan Partners
20
Artisan Partners
Wisconsin
$442M -$63.1M -371,925 -13%
Franklin Resources
21
Franklin Resources
California
$420M +$116M +680,620 +41%
Invesco
22
Invesco
Georgia
$416M +$159M +939,097 +67%
DCP
23
D1 Capital Partners
New York
$411M -$291M -1,714,212 -43%
Allianz Asset Management
24
Allianz Asset Management
Germany
$383M +$122M +717,796 +50%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$382M -$41.6M -244,904 -10%

DDOG Hedge Fund Activity: Q4 2021 in Review

670 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q4 2021, worth a combined $36.4B — up 30% from $28B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new DDOG positions and 72 closed out — a net gain of 96 holders — while 259 added to existing stakes and 165 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $397M. The largest seller was T. Rowe Price Associates, cutting an estimated $599M.

  • 670 institutional investors held Datadog (DDOG) as of Q4 2021, up from 581 in Q3 2021.
  • Funds reported $36.4B of Datadog stock for Q4 2021, up 30% quarter-over-quarter.
  • 168 funds opened new Datadog positions in Q4 2021 and 72 closed out, a net change of +96 holders.
  • The largest Datadog buyer in Q4 2021 was Fidelity Investments, an estimated $397M added.
  • The largest Datadog seller in Q4 2021 was T. Rowe Price Associates, an estimated $599M sold.

Based on aggregated 13F filings for Q4 2021.