Datadog
DDOG
666 hedge funds and large institutions have $16.8B invested in Datadog in 2022 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 267 increasing their positions, 217 reducing their positions, and 86 closing their positions.
96% more call options, than puts
Call options by funds: $948M | Put options by funds: $482M
23% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 217
19% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 86
0% more funds holding
Funds holding: 663 → 666 (+3)
0.02% less ownership
Funds ownership: 78.52% → 78.5% (-0.02%)
12% less funds holding in top 10
Funds holding in top 10: 33 → 29 (-4)
17% less capital invested
Capital invested by funds: $20.3B → $16.8B (-$3.43B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$201M |
| 2 |
SUT
SC US (TTGP)
Menlo Park,
California
|
+$104M |
| 3 |
IC
Iconiq Capital
San Francisco,
California
|
+$95M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
+$75.4M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$73.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$376M |
| 2 |
SM
SCGE Management
Menlo Park,
California
|
-$103M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$89.7M |
| 4 |
Amundi
Paris,
France
|
-$55.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$52.7M |
DDOG Hedge Fund Activity: Q4 2022 in Review
666 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q4 2022, worth a combined $16.8B — down 17% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new DDOG positions and 86 closed out — a net gain of 16 holders — while 267 added to existing stakes and 217 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $201M. The largest seller was Tiger Global Management, cutting an estimated $376M.
- 666 institutional investors held Datadog (DDOG) as of Q4 2022, up from 663 in Q3 2022.
- Funds reported $16.8B of Datadog stock for Q4 2022, down 17% quarter-over-quarter.
- 102 funds opened new Datadog positions in Q4 2022 and 86 closed out, a net change of +16 holders.
- The largest Datadog buyer in Q4 2022 was WCM Investment Management, an estimated $201M added.
- The largest Datadog seller in Q4 2022 was Tiger Global Management, an estimated $376M sold.
Based on aggregated 13F filings for Q4 2022.