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Dynatrace

341 hedge funds and large institutions have $11.8B invested in Dynatrace in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 88 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 88

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

41% more call options, than puts

Call options by funds: $62.4M | Put options by funds: $44.3M

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

8% more funds holding

Funds holding: 315341 (+26)

8% more capital invested

Capital invested by funds: $11B → $11.8B (+$829M)

1.29% more ownership

Funds ownership: 95.38%96.67% (+1.3%)

Holders
341
Holders Change
+26
Holders Change %
+8.25%
% of All Funds
6.03%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.34%
New
78
Increased
154
Reduced
88
Closed
50
Calls
$62.4M
Puts
$44.3M
Net Calls
+$18.1M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
II
276
Inspire Investing
Idaho
$230K +$211K +5,320 New
Creative Planning
277
Creative Planning
Kansas
$227K +$208K +5,246 New
SCA
278
Snowden Capital Advisors
New York
$222K +$204K +5,125 New
Acadian Asset Management
279
Acadian Asset Management
Massachusetts
$220K +$135K +3,387 +199%
CWM
280
Circle Wealth Management
New Jersey
$216K
WMP
281
Wealth Management Partners
Arizona
$207K +$189K +4,756 New
EDRIA
282
Edmonds Duncan Registered Investment Advisors
Kansas
$205K +$154K +3,870 New
Group One Trading
283
Group One Trading
Illinois
$190K -$244K -6,152 -58%
S
284
Seeyond
France
$160K -$207K -5,203 -58%
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$139K +$19K +479 +17%
SIC
286
Salem Investment Counselors
North Carolina
$137K +$126K +3,177 New
NFG
287
Next Financial Group
Texas
$136K -$71.6K -1,804 -36%
FMT
288
First Mercantile Trust
Tennessee
$132K -$10.3K -260 -8%
CFGS
289
Concourse Financial Group Securities
Alabama
$130K -$6.24K -157 -5%
LS
290
Livforsakringsbolaget Skandia
Sweden
$130K
CAAS
291
Capital Asset Advisory Services
Michigan
$112K +$102K +2,580 New
JG
292
Jefferies Group
New York
$108K +$99.6K +2,507 New
CTC
293
Central Trust Company
Missouri
$106K +$97.7K +2,460 New
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K +$92.6K +2,333 New
SFS
295
Sowell Financial Services
Arkansas
$98K -$79 -2 -0.1%
Bank Julius Baer & Co
296
Bank Julius Baer & Co
Switzerland
$62K -$356K -8,964 -86%
SAM
297
Shell Asset Management
Netherlands
$60K +$32.5K +818 +141%
HNB
298
Huntington National Bank
Ohio
$41K +$36.9K +929 New
IAIM
299
International Assets Investment Management
Florida
$40K +$36.4K +916 New
Ensign Peak Advisors
300
Ensign Peak Advisors
Utah
$34K -$96.2K -2,422 -76%

DT Hedge Fund Activity: Q4 2020 in Review

341 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q4 2020, worth a combined $11.8B — up 7.5% from $11B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new DT positions and 50 closed out — a net gain of 28 holders — while 154 added to existing stakes and 88 trimmed.

The largest buyer was HMI Capital Management, adding an estimated $158M. The largest seller was Thoma Bravo, cutting an estimated $428M.

  • 341 institutional investors held Dynatrace (DT) as of Q4 2020, up from 315 in Q3 2020.
  • Funds reported $11.8B of Dynatrace stock for Q4 2020, up 7.5% quarter-over-quarter.
  • 78 funds opened new Dynatrace positions in Q4 2020 and 50 closed out, a net change of +28 holders.
  • The largest Dynatrace buyer in Q4 2020 was HMI Capital Management, an estimated $158M added.
  • The largest Dynatrace seller in Q4 2020 was Thoma Bravo, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2020.