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Dynatrace

315 hedge funds and large institutions have $11B invested in Dynatrace in 2020 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 141 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 70

93% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 41

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

13% more funds holding

Funds holding: 279315 (+36)

2.87% more ownership

Funds ownership: 92.5%95.38% (+2.9%)

4% more capital invested

Capital invested by funds: $10.5B → $11B (+$437M)

55% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $47.7M

Holders
315
Holders Change
+36
Holders Change %
+12.9%
% of All Funds
6.35%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
79
Increased
141
Reduced
70
Closed
41
Calls
$21.4M
Puts
$47.7M
Net Calls
-$26.3M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Liberty Wealth Management
California
$34K -$2.58K -63 -7%
HFM
277
Harvest Fund Management
China
$31K +$32.3K +790 New
BCV
278
Banque Cantonale Vaudoise
Switzerland
$30K +$30.4K +742 New
First Manhattan
279
First Manhattan
New York
$28K
CG
280
Cutler Group
California
$28K +$20.5K +500 +250%
SAM
281
Shell Asset Management
Netherlands
$24K
CIA
282
CSat Investment Advisory
Michigan
$23K +$2.78K +68 +14%
AIM
283
AIA Investment Management
Singapore
$21K
PFBT
284
Parkside Financial Bank & Trust
Missouri
$21K +$164 +4 +0.8%
IA
285
IFP Advisors
Florida
$20K -$12.3K -300 -39%
SIAS
286
Shine Investment Advisory Services
Colorado
$17K
ASN
287
Advisory Services Network
Georgia
$16K +$15.5K +378 New
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$8.19K -200 -36%
SIA
289
SeaBridge Investment Advisors
New Jersey
$12K
PCG
290
Private Capital Group
Connecticut
$12K +$942 +23 +8%
S
291
SignatureFD
Georgia
$12K +$11.6K +284 New
EWA
292
Evolution Wealth Advisors
Florida
$11K +$11.1K +272 New
Millennium Management
293
Millennium Management
New York
$9.66K -$4.26M -104,075 -31%
APA
294
American Portfolios Advisors
New York
$8.2K
MAM
295
Meeder Asset Management
Ohio
$8K +$1.51K +37 +23%
AF
296
Advisornet Financial
Minnesota
$8K +$8.19K +200 New
ST
297
Smithfield Trust
Pennsylvania
$5K
EARNEST Partners
298
EARNEST Partners
Georgia
$5K +$4.91K +120 New
GWM
299
Geneos Wealth Management
Colorado
$4K
ETC
300
Exchange Traded Concepts
Oklahoma
$4K +$2.05K +50 +102%

DT Hedge Fund Activity: Q3 2020 in Review

315 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q3 2020, worth a combined $11B — up 4.1% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DT positions and 41 closed out — a net gain of 38 holders — while 141 added to existing stakes and 70 trimmed.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $241M. The largest seller was Thoma Bravo, cutting an estimated $877M.

  • 315 institutional investors held Dynatrace (DT) as of Q3 2020, up from 279 in Q2 2020.
  • Funds reported $11B of Dynatrace stock for Q3 2020, up 4.1% quarter-over-quarter.
  • 79 funds opened new Dynatrace positions in Q3 2020 and 41 closed out, a net change of +38 holders.
  • The largest Dynatrace buyer in Q3 2020 was D1 Capital Partners, an estimated $241M added.
  • The largest Dynatrace seller in Q3 2020 was Thoma Bravo, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2020.