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Dynatrace

367 hedge funds and large institutions have $12.9B invested in Dynatrace in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 142 increasing their positions, 107 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 54

33% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 107

29% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $50.1M

9% more capital invested

Capital invested by funds: $11.8B → $12.9B (+$1.12B)

8% more funds holding

Funds holding: 341367 (+26)

1.77% less ownership

Funds ownership: 96.67%94.91% (-1.8%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
367
Holders Change
+26
Holders Change %
+7.62%
% of All Funds
6.44%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
83
Increased
142
Reduced
107
Closed
54
Calls
$64.6M
Puts
$50.1M
Net Calls
+$14.5M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$263K +$10.2K +211 +4%
RJT
302
Raymond James Trust
Florida
$253K +$254K +5,239 New
Caisse de Depot et Placement du Quebec (CDPQ)
303
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$246K +$247K +5,090 New
WMP
304
Wealth Management Partners
Arizona
$245K +$8.1K +167 +4%
BC
305
Bridgefront Capital
Texas
$244K -$67.1K -1,384 -21%
RC
306
RBF Capital
California
$241K +$243K +5,000 New
Macquarie Group
307
Macquarie Group
Australia
$229K -$166K -3,416 -42%
MAM
308
Meeder Asset Management
Ohio
$223K +$213K +4,397 +2,210%
WFMPM
309
Woodley Farra Manion Portfolio Management
Indiana
$219K +$221K +4,550 New
RJFSA
310
Raymond James Financial Services Advisors
Florida
$218K -$132K -2,717 -38%
QT
311
Quantbot Technologies
New York
$215K -$419K -8,636 -66%
M&T Bank
312
M&T Bank
New York
$210K +$211K +4,355 New
LOAMS
313
Lombard Odier Asset Management (Switzerland)
Switzerland
$208K +$209K +4,303 New
PNC Financial Services Group
314
PNC Financial Services Group
Pennsylvania
$193K +$38.5K +793 +25%
S
315
Seeyond
France
$178K
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174K +$61.8K +1,275 +55%
LS
317
Livforsakringsbolaget Skandia
Sweden
$145K
NFG
318
Next Financial Group
Texas
$129K -$22.9K -472 -15%
Acadian Asset Management
319
Acadian Asset Management
Massachusetts
$110K -$136K -2,805 -55%
FHA
320
First Horizon Advisors
Tennessee
$109K +$110K +2,271 New
CFGS
321
Concourse Financial Group Securities
Alabama
$100K -$44.9K -925 -31%
SPIA
322
Steward Partners Investment Advisory
New York
$91.7K +$92.2K +1,900 New
CTC
323
Central Trust Company
Missouri
$90K -$28.4K -585 -24%
AAM
324
Advisors Asset Management
Colorado
$86K +$86.5K +1,783 New
EVM
325
Eaton Vance Management
Massachusetts
$74K +$74.5K +1,537 New

DT Hedge Fund Activity: Q1 2021 in Review

367 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q1 2021, worth a combined $12.9B — up 9.5% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DT positions and 54 closed out — a net gain of 29 holders — while 142 added to existing stakes and 107 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $201M. The largest seller was Coatue Management, exiting entirely with an estimated $280M sold.

  • 367 institutional investors held Dynatrace (DT) as of Q1 2021, up from 341 in Q4 2020.
  • Funds reported $12.9B of Dynatrace stock for Q1 2021, up 9.5% quarter-over-quarter.
  • 83 funds opened new Dynatrace positions in Q1 2021 and 54 closed out, a net change of +29 holders.
  • The largest Dynatrace buyer in Q1 2021 was William Blair Investment Management, an estimated $201M added.
  • The largest Dynatrace seller in Q1 2021 was Coatue Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2021.