Datadog
DDOG
671 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 73 closing their positions.
130% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 73
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 (+$8.41B)
15% more funds holding
Funds holding: 583 → 671 (+88)
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
3.15% less ownership
Funds ownership: 82.79% → 79.63% (-3.2%)
12% less call options, than puts
Call options by funds: $1.69B | Put options by funds: $1.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$397M |
| 2 |
BlackRock
New York
|
+$375M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$317M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$309M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$268M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$599M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$549M |
| 3 |
IC
Iconiq Capital
San Francisco,
California
|
-$355M |
| 4 |
DCP
D1 Capital Partners
New York
|
-$291M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$254M |
DDOG Hedge Fund Activity: Q4 2021 in Review
671 of the 6,518 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 73 closed out — a net gain of 95 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.
- 671 institutional investors held Datadog (DDOG) as of Q4 2021, up from 583 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 73 closed out, a net change of +95 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.