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Dynatrace

513 hedge funds and large institutions have $15.5B invested in Dynatrace in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 223 increasing their positions, 139 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

75% more call options, than puts

Call options by funds: $199M | Put options by funds: $114M

60% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 139

18% more capital invested

Capital invested by funds: $13.2B → $15.5B (+$2.32B)

12% more funds holding

Funds holding: 459513 (+54)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2.77% less ownership

Funds ownership: 95.79%93.02% (-2.8%)

Holders
513
Holders Change
+54
Holders Change %
+11.76%
% of All Funds
7.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
101
Increased
223
Reduced
139
Closed
43
Calls
$199M
Puts
$114M
Net Calls
+$85.2M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EFH
251
Eaton Financial Holdings
Florida
$1.7M -$60.8K -1,202 -4%
TRCT
252
Tower Research Capital (TRC)
New York
$1.67M +$1.28M +25,386 +486%
SFS
253
Sowell Financial Services
Arkansas
$1.67M -$116K -2,303 -7%
VPIM
254
Vanguard Personalized Indexing Management
California
$1.65M +$283K +5,595 +23%
AAP
255
Ardsley Advisory Partners
Connecticut
$1.64M -$518K -10,250 -25%
SIG
256
Stonegate Investment Group
Alabama
$1.59M +$48.3K +955 +3%
ZB
257
Zions Bancorporation
Utah
$1.56M +$102K +2,015 +8%
UAS
258
United Asset Strategies
New York
$1.56M +$1.44M +28,443 New
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$1.53M +$77.3K +1,529 +6%
NAM
260
Nissay Asset Management
Japan
$1.51M +$50.7K +1,003 +4%
QT
261
Quantbot Technologies
New York
$1.51M -$2.99M -59,168 -68%
M&T Bank
262
M&T Bank
New York
$1.48M +$606 +12 +0%
MCC
263
Malaga Cove Capital
California
$1.47M -$16.5K -326 -1%
BCV
264
Banque Cantonale Vaudoise
Switzerland
$1.47M +$1.1M +21,851 +428%
Walleye Capital
265
Walleye Capital
New York
$1.47M +$1.36M +26,838 New
Truist Financial
266
Truist Financial
North Carolina
$1.45M +$104K +2,067 +8%
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$1.44M +$82.5K +1,632 +7%
PA
268
Parallel Advisors
California
$1.4M -$105K -2,071 -7%
US Bancorp
269
US Bancorp
Minnesota
$1.4M +$244K +4,820 +23%
NA
270
NewEdge Advisors
Louisiana
$1.37M +$27.5K +544 +2%
EF
271
Empowered Funds
Pennsylvania
$1.35M +$28.8K +569 +2%
BNP Paribas Asset Management
272
BNP Paribas Asset Management
France
$1.35M -$255K -5,043 -17%
HighTower Advisors
273
HighTower Advisors
Illinois
$1.33M +$614K +12,154 +100%
CAM
274
Cresset Asset Management
Illinois
$1.33M +$161K +3,182 +15%
BNP Paribas Financial Markets
275
BNP Paribas Financial Markets
France
$1.31M +$1.21M +23,895 New

DT Hedge Fund Activity: Q4 2023 in Review

513 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q4 2023, worth a combined $15.5B — up 18% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DT positions and 43 closed out — a net gain of 58 holders — while 223 added to existing stakes and 139 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $402M. The largest seller was Thoma Bravo, cutting an estimated $1.36B.

  • 513 institutional investors held Dynatrace (DT) as of Q4 2023, up from 459 in Q3 2023.
  • Funds reported $15.5B of Dynatrace stock for Q4 2023, up 18% quarter-over-quarter.
  • 101 funds opened new Dynatrace positions in Q4 2023 and 43 closed out, a net change of +58 holders.
  • The largest Dynatrace buyer in Q4 2023 was Citadel Advisors, an estimated $402M added.
  • The largest Dynatrace seller in Q4 2023 was Thoma Bravo, an estimated $1.36B sold.

Based on aggregated 13F filings for Q4 2023.