Datadog
DDOG
702 hedge funds and large institutions have $33.3B invested in Datadog in 2022 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 274 increasing their positions, 207 reducing their positions, and 102 closing their positions.
39% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 102
36% more call options, than puts
Call options by funds: $1.67B | Put options by funds: $1.23B
32% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 207
21% more funds holding in top 10
Funds holding in top 10: 28 → 34 (+6)
5% more funds holding
Funds holding: 671 → 702 (+31)
3.75% more ownership
Funds ownership: 79.63% → 83.38% (+3.8%)
9% less capital invested
Capital invested by funds: $36.4B → $33.3B (-$3.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Iconiq Capital
San Francisco,
California
|
+$1.64B |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$257M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$213M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$166M |
| 5 |
JP Morgan Chase
New York
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCAV
Meritech Capital Associates V
Palo Alto,
California
|
-$473M |
| 2 |
Tiger Global Management
New York
|
-$449M |
| 3 |
SCM
Steadfast Capital Management
New York
|
-$117M |
| 4 |
DCP
D1 Capital Partners
New York
|
-$115M |
| 5 |
MCM
Melvin Capital Management
New York
|
-$91.1M |
DDOG Hedge Fund Activity: Q1 2022 in Review
702 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q1 2022, worth a combined $33.3B — down 8.5% from $36.4B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new DDOG positions and 102 closed out — a net gain of 40 holders — while 274 added to existing stakes and 207 trimmed.
The largest buyer was Iconiq Capital, adding an estimated $1.64B. The largest seller was Meritech Capital Associates V, cutting an estimated $473M.
- 702 institutional investors held Datadog (DDOG) as of Q1 2022, up from 671 in Q4 2021.
- Funds reported $33.3B of Datadog stock for Q1 2022, down 8.5% quarter-over-quarter.
- 142 funds opened new Datadog positions in Q1 2022 and 102 closed out, a net change of +40 holders.
- The largest Datadog buyer in Q1 2022 was Iconiq Capital, an estimated $1.64B added.
- The largest Datadog seller in Q1 2022 was Meritech Capital Associates V, an estimated $473M sold.
Based on aggregated 13F filings for Q1 2022.