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Datadog

829 hedge funds and large institutions have $29.4B invested in Datadog in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 349 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 255

34% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 91

18% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.67B

3% more funds holding

Funds holding: 806829 (+23)

2% more capital invested

Capital invested by funds: $28.8B → $29.4B (+$590M)

0.73% less ownership

Funds ownership: 78.62%77.89% (-0.73%)

21% less funds holding in top 10

Funds holding in top 10: 2923 (-6)

Holders
829
Holders Change
+23
Holders Change %
+2.85%
% of All Funds
11.94%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.33%
New
122
Increased
349
Reduced
255
Closed
91
Calls
$1.97B
Puts
$1.67B
Net Calls
+$304M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.39B +$21.6M +171,693 +0.6%
BlackRock
2
BlackRock
New York
$2.38B -$58.5K -465 -0%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.19B -$37.3M -296,567 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.04B +$145M +1,150,783 +16%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.01B -$55.4M -441,025 -5%
State Street
6
State Street
Massachusetts
$760M +$25.7M +204,615 +3%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$740M +$177M +1,405,273 +31%
WCM Investment Management
8
WCM Investment Management
California
$673M -$106M -846,630 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$587M +$25.1M +200,070 +4%
IC
10
Iconiq Capital
California
$574M -$69.3M -551,719 -11%
Sands Capital Management
11
Sands Capital Management
Virginia
$531M -$34.1M -271,389 -6%
JP Morgan Chase
12
JP Morgan Chase
New York
$527M +$69.8M +555,110 +15%
American Century Companies
13
American Century Companies
Missouri
$490M -$9.47M -75,362 -2%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$447M +$111M +879,687 +32%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$436M +$183M +1,455,945 +70%
Morgan Stanley
16
Morgan Stanley
New York
$405M -$612M -4,866,057 -60%
Goldman Sachs
17
Goldman Sachs
New York
$391M -$89.5M -712,312 -18%
Norges Bank
18
Norges Bank
Norway
$371M -$21.3M -169,544 -5%
Millennium Management
19
Millennium Management
New York
$365M +$261M +2,076,411 +237%
First Trust Advisors
20
First Trust Advisors
Illinois
$333M +$37.6M +299,184 +12%
Citadel Advisors
21
Citadel Advisors
Florida
$315M +$258M +2,053,632 +414%
SUT
22
SC US (TTGP)
California
$295M
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$290M -$34.1M -271,600 -10%
Franklin Resources
24
Franklin Resources
California
$286M -$23.3M -185,145 -7%
Invesco
25
Invesco
Georgia
$264M +$40.5M +322,036 +18%

DDOG Hedge Fund Activity: Q1 2024 in Review

829 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q1 2024, worth a combined $29.4B — up 2% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new DDOG positions and 91 closed out — a net gain of 31 holders — while 349 added to existing stakes and 255 trimmed.

The largest buyer was Millennium Management, adding an estimated $261M. The largest seller was Morgan Stanley, cutting an estimated $612M.

  • 829 institutional investors held Datadog (DDOG) as of Q1 2024, up from 806 in Q4 2023.
  • Funds reported $29.4B of Datadog stock for Q1 2024, up 2% quarter-over-quarter.
  • 122 funds opened new Datadog positions in Q1 2024 and 91 closed out, a net change of +31 holders.
  • The largest Datadog buyer in Q1 2024 was Millennium Management, an estimated $261M added.
  • The largest Datadog seller in Q1 2024 was Morgan Stanley, an estimated $612M sold.

Based on aggregated 13F filings for Q1 2024.