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Dynatrace

368 hedge funds and large institutions have $15.7B invested in Dynatrace in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 146 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $12.9B → $15.7B (+$2.75B)

14% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 128

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% more funds holding

Funds holding: 367368 (+1)

0.3% less ownership

Funds ownership: 94.91%94.61% (-0.3%)

17% less call options, than puts

Call options by funds: $72.8M | Put options by funds: $87.8M

Holders
368
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.41%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.33%
New
51
Increased
146
Reduced
128
Closed
48
Calls
$72.8M
Puts
$87.8M
Net Calls
-$15M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
301
Lombard Odier Asset Management (Switzerland)
Switzerland
$251K
JF
302
Jump Financial
Illinois
$248K +$221K +4,236 New
Wolverine Trading
303
Wolverine Trading
Illinois
$247K -$611K -11,698 -74%
RJT
304
Raymond James Trust
Florida
$246K -$53.5K -1,025 -20%
Aberdeen Group
305
Aberdeen Group
United Kingdom
$240K -$193K -3,690 -47%
EDRIA
306
Edmonds Duncan Registered Investment Advisors
Kansas
$234K +$209K +3,999 New
SWM
307
Spire Wealth Management
Virginia
$229K -$191K -3,665 -48%
BPA
308
Beacon Pointe Advisors
California
$223K +$200K +3,822 New
PTP
309
Platform Technology Partners
New York
$220K +$197K +3,770 New
S
310
Seeyond
France
$217K +$888 +17 +0.5%
SP
311
Symmetry Partners
Connecticut
$213K +$191K +3,650 New
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$212K +$189K +3,625 New
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$210K +$68.4K +1,310 +57%
VI
314
Vestcor Inc
New Brunswick, Canada
$180K +$161K +3,082 New
LS
315
Livforsakringsbolaget Skandia
Sweden
$175K
Loomis, Sayles & Company
316
Loomis, Sayles & Company
Massachusetts
$124K +$111K +2,128 New
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$121K +$108K +2,069 New
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$113K +$101K +1,927 New
SPIA
319
Steward Partners Investment Advisory
New York
$111K
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.7K -$116K -2,227 -62%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$77K +$26.7K +511 +64%
HFM
322
Harvest Fund Management
China
$71K
ED
323
Exane Derivatives
France
$69K +$58.1K +1,112 +4,835%
Canada Pension Plan Investment Board
324
Canada Pension Plan Investment Board
Ontario, Canada
$57K -$545K -10,431 -91%
SAM
325
Shell Asset Management
Netherlands
$54K +$21.5K +411 +80%

DT Hedge Fund Activity: Q2 2021 in Review

368 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q2 2021, worth a combined $15.7B — up 21% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DT positions and 48 closed out — a net gain of 3 holders — while 146 added to existing stakes and 128 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $82.2M. The largest seller was Dragoneer Investment Group, cutting an estimated $71.3M.

  • 368 institutional investors held Dynatrace (DT) as of Q2 2021, up from 367 in Q1 2021.
  • Funds reported $15.7B of Dynatrace stock for Q2 2021, up 21% quarter-over-quarter.
  • 51 funds opened new Dynatrace positions in Q2 2021 and 48 closed out, a net change of +3 holders.
  • The largest Dynatrace buyer in Q2 2021 was William Blair Investment Management, an estimated $82.2M added.
  • The largest Dynatrace seller in Q2 2021 was Dragoneer Investment Group, an estimated $71.3M sold.

Based on aggregated 13F filings for Q2 2021.