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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
LWM
301
Liberty Wealth Management
California
$34K -$596 -15 -2%
BCV
302
Banque Cantonale Vaudoise
Switzerland
$34K +$1.51K +38 +5%
JCM
303
Jacobi Capital Management
Pennsylvania
$29K +$27K +680 New
First Manhattan
304
First Manhattan
New York
$28K -$1.43K -36 -5%
FEG
305
Financial Enhancement Group
Indiana
$27K -$1.43M -36,020 -98%
Lazard Asset Management
306
Lazard Asset Management
New York
$26K +$24.5K +617 New
PFBT
307
Parkside Financial Bank & Trust
Missouri
$22K -$159 -4 -0.8%
ASN
308
Advisory Services Network
Georgia
$22K +$5.08K +128 +34%
IA
309
IFP Advisors
Florida
$20K
PWM
310
Perigon Wealth Management
California
$20K +$18.2K +459 New
PCG
311
Private Capital Group
Connecticut
$18K +$4.53K +114 +39%
AF
312
Advisornet Financial
Minnesota
$17K +$7.94K +200 +100%
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$15K
HFM
314
Harvest Fund Management
China
$13K -$19.3K -485 -61%
EWA
315
Evolution Wealth Advisors
Florida
$13K +$1.11K +28 +10%
Canada Pension Plan Investment Board
316
Canada Pension Plan Investment Board
Ontario, Canada
$12K +$10.6K +266 New
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.5K +289 New
Loomis, Sayles & Company
318
Loomis, Sayles & Company
Massachusetts
$11K +$9.81K +247 New
S
319
SignatureFD
Georgia
$10K -$1.95K -49 -17%
MAM
320
Meeder Asset Management
Ohio
$9K
BCA
321
Berman Capital Advisors
Georgia
$6K +$1.75K +44 +46%
EARNEST Partners
322
EARNEST Partners
Georgia
$5K
ST
323
Smithfield Trust
Pennsylvania
$5K
LGA
324
Lebenthal Global Advisors
New York
$5K +$5.08K +128 New
VBCG
325
Valley Brook Capital Group
Pennsylvania
$4K +$3.77K +95 New

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.