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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
YDMI
276
Y.D. More Investments
Israel
$1.28M -$389K -7,701 -25%
OAM
277
Ostrum Asset Management
France
$1.28M +$691K +13,672 +142%
1CM
278
1492 Capital Management
Wisconsin
$1.27M +$11.3K +224 +1%
Pathstone Holdings
279
Pathstone Holdings
New Jersey
$1.23M +$1.13M +22,404 New
SLG
280
Stanley-Laman Group
Pennsylvania
$1.22M -$145K -2,877 -11%
PHK
281
Point72 Hong Kong
Hong Kong
$1.21M +$1.12M +22,192 New
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$1.2M +$278K +5,503 +34%
EMPI
283
Elo Mutual Pension Insurance
Finland
$1.19M +$45.9K +909 +4%
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$1.19M +$2.27K +45 +0.2%
TPCW
285
TD Private Client Wealth
New York
$1.17M -$39.7K -785 -4%
CAN
286
Cetera Advisor Networks
California
$1.15M +$209K +4,131 +24%
AssetMark Inc
287
AssetMark Inc
California
$1.12M +$302K +5,983 +41%
SAM
288
Securian Asset Management
Minnesota
$1.1M
TD Asset Management
289
TD Asset Management
Ontario, Canada
$1.09M +$258K +5,114 +34%
CIC
290
Cornercap Investment Counsel
Georgia
$1.09M +$15.6K +309 +2%
Vontobel Holding
291
Vontobel Holding
Switzerland
$1.09M +$109K +2,159 +12%
GIBU
292
Gulf International Bank (UK)
United Kingdom
$1.07M -$18.5K -366 -2%
TI
293
Tidal Investments
Wisconsin
$1.05M +$212K +4,197 +28%
MSRPS
294
Maryland State Retirement & Pension System
Maryland
$1.01M
USAA
295
United Services Automobile Association
Texas
$996K +$116K +2,298 +14%
CGH
296
Crossmark Global Holdings
Texas
$983K +$2.33K +46 +0.3%
CL
297
CIM LLC
New York
$973K +$992K +19,623 New
SWM
298
Spire Wealth Management
Virginia
$971K +$826K +16,351 +3,838%
PAM
299
Panagora Asset Management
Massachusetts
$969K -$24.7K -489 -3%
HWAM
300
Hennion & Walsh Asset Management
New Jersey
$940K +$61.6K +1,219 +8%

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.