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Datadog
DDOG

806 hedge funds and large institutions have $28.8B invested in Datadog in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 263 increasing their positions, 284 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 94

35% more capital invested

Capital invested by funds: $21.3B → $28.8B (+$7.54B)

35% more call options, than puts

Call options by funds: $2.02B | Put options by funds: $1.49B

26% more funds holding in top 10

Funds holding in top 10: 23 → 29 (+6)

9% more funds holding

Funds holding: 738 → 806 (+68)

0.55% more ownership

Funds ownership: 78.07% → 78.62% (+0.55%)

7% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 284

Holders
806
Holders Change
+68
Holders Change %
+9.21%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.42%
New
171
Increased
263
Reduced
284
Closed
94
Calls
$2.02B
Puts
$1.49B
Net Calls
+$525M
Net Calls Change
+$591M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$469M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
BlackRock
BlackRock
New York
+$154M
4
JP Morgan Chase
JP Morgan Chase
New York
+$140M
5
Renaissance Technologies
Renaissance Technologies
New York
+$98.6M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$251M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$111M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$110M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.31B +$75.7M +734,539 +3%
BlackRock
2
BlackRock
New York
$2.34B +$154M +1,498,656 +8%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.2B -$23.7M -230,323 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.05B -$230M -2,230,501 -21%
Morgan Stanley
5
Morgan Stanley
New York
$988M +$469M +4,550,445 +127%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$880M +$201M +1,947,552 +37%
WCM Investment Management
7
WCM Investment Management
California
$776M -$152K -1,472 -0%
State Street
8
State Street
Massachusetts
$722M +$31.9M +309,586 +5%
IC
9
Iconiq Capital
California
$630M -$64.5M -626,370 -11%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$556M -$110M -1,067,461 -19%
Sands Capital Management
11
Sands Capital Management
Virginia
$554M +$16.7M +162,108 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$552M +$26M +252,709 +6%
PIF
13
Public Investment Fund
Saudi Arabia
$546M – – –
American Century Companies
14
American Century Companies
Missouri
$490M +$34M +329,828 +9%
Goldman Sachs
15
Goldman Sachs
New York
$470M +$49.9M +484,344 +14%
JP Morgan Chase
16
JP Morgan Chase
New York
$450M +$140M +1,361,945 +58%
Norges Bank
17
Norges Bank
Norway
$385M +$22.5M +218,289 +7%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$332M +$67.1M +651,244 +31%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$318M +$87.3M +848,000 +48%
BCM
20
Brown Capital Management
Maryland
$305M -$76.5M -742,853 -23%
Franklin Resources
21
Franklin Resources
California
$303M -$10.1M -98,172 -4%
DIG
22
Dragoneer Investment Group
California
$298M -$61.7M -599,263 -20%
First Trust Advisors
23
First Trust Advisors
Illinois
$291M -$55.4M -537,565 -18%
SUT
24
SC US (TTGP)
California
$290M – – –
Capital Research Global Investors
25
Capital Research Global Investors
California
$277M -$37.8K -367 -0%
1
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DDOG Hedge Fund Activity: Q4 2023 in Review

806 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q4 2023, worth a combined $28.8B — up 35% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new DDOG positions and 94 closed out — a net gain of 77 holders — while 263 added to existing stakes and 284 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $469M. The largest seller was Marshall Wace, cutting an estimated $251M.

  • 806 institutional investors held Datadog (DDOG) as of Q4 2023, up from 738 in Q3 2023.
  • Funds reported $28.8B of Datadog stock for Q4 2023, up 35% quarter-over-quarter.
  • 171 funds opened new Datadog positions in Q4 2023 and 94 closed out, a net change of +77 holders.
  • The largest Datadog buyer in Q4 2023 was Morgan Stanley, an estimated $469M added.
  • The largest Datadog seller in Q4 2023 was Marshall Wace, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2023.