Datadog
DDOG
738 hedge funds and large institutions have $21.3B invested in Datadog in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 307 increasing their positions, 213 reducing their positions, and 85 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 213
36% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 85
3% more funds holding
Funds holding: 716 → 738 (+22)
1.83% more ownership
Funds ownership: 76.22% → 78.06% (+1.8%)
4% less capital invested
Capital invested by funds: $22.2B → $21.3B (-$909M)
6% less call options, than puts
Call options by funds: $1.07B | Put options by funds: $1.13B
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$472M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$247M |
| 3 |
BlackRock
New York
|
+$213M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$206M |
| 5 |
Alkeon Capital Management
New York
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Iconiq Capital
San Francisco,
California
|
-$197M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$131M |
| 3 |
TA
Trivest Advisors
Hong Kong
|
-$122M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$117M |
| 5 |
Millennium Management
New York
|
-$92.8M |
DDOG Hedge Fund Activity: Q3 2023 in Review
738 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q3 2023, worth a combined $21.3B — down 4.1% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new DDOG positions and 85 closed out — a net gain of 31 holders — while 307 added to existing stakes and 213 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $472M. The largest seller was Iconiq Capital, cutting an estimated $197M.
- 738 institutional investors held Datadog (DDOG) as of Q3 2023, up from 716 in Q2 2023.
- Funds reported $21.3B of Datadog stock for Q3 2023, down 4.1% quarter-over-quarter.
- 116 funds opened new Datadog positions in Q3 2023 and 85 closed out, a net change of +31 holders.
- The largest Datadog buyer in Q3 2023 was T. Rowe Price Associates, an estimated $472M added.
- The largest Datadog seller in Q3 2023 was Iconiq Capital, an estimated $197M sold.
Based on aggregated 13F filings for Q3 2023.