Datadog
DDOG
716 hedge funds and large institutions have $22.2B invested in Datadog in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 253 increasing their positions, 233 reducing their positions, and 78 closing their positions.
76% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 78
49% more call options, than puts
Call options by funds: $1.08B | Put options by funds: $726M
37% more capital invested
Capital invested by funds: $16.2B → $22.2B (+$6B)
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
8% more funds holding
Funds holding: 662 → 716 (+54)
9% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 233
0.43% more ownership
Funds ownership: 75.79% → 76.22% (+0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$359M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$131M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
+$121M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$108M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Iconiq Capital
San Francisco,
California
|
-$448M |
| 2 |
Morgan Stanley
New York
|
-$211M |
| 3 |
Tiger Global Management
New York
|
-$139M |
| 4 |
Holocene Advisors
New York
|
-$134M |
| 5 |
Renaissance Technologies
New York
|
-$116M |
DDOG Hedge Fund Activity: Q2 2023 in Review
716 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q2 2023, worth a combined $22.2B — up 37% from $16.2B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new DDOG positions and 78 closed out — a net gain of 59 holders — while 253 added to existing stakes and 233 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $359M. The largest seller was Iconiq Capital, cutting an estimated $448M.
- 716 institutional investors held Datadog (DDOG) as of Q2 2023, up from 662 in Q1 2023.
- Funds reported $22.2B of Datadog stock for Q2 2023, up 37% quarter-over-quarter.
- 137 funds opened new Datadog positions in Q2 2023 and 78 closed out, a net change of +59 holders.
- The largest Datadog buyer in Q2 2023 was Baillie Gifford & Co, an estimated $359M added.
- The largest Datadog seller in Q2 2023 was Iconiq Capital, an estimated $448M sold.
Based on aggregated 13F filings for Q2 2023.