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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
HFS
301
Hantz Financial Services
Michigan
$929K -$1.26K -25 -0.1%
ET
302
Equitable Trust
Tennessee
$912K -$204K -4,028 -19%
NL
303
NVWM LLC
Pennsylvania
$911K -$12.7K -251 -1%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$909K +$138K +2,740 +20%
ProShare Advisors
305
ProShare Advisors
Maryland
$881K +$14K +277 +2%
PAS
306
Park Avenue Securities
New York
$880K +$45.7K +905 +6%
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$839K +$281K +5,550 +57%
WG
308
Winton Group
United Kingdom
$824K +$61.9K +1,225 +9%
PP
309
PDT Partners
New York
$806K -$656K -12,971 -47%
AO
310
Advisor OS
Illinois
$789K -$209K -4,132 -22%
SM
311
Sciencast Management
New Jersey
$782K +$723K +14,302 New
NFG
312
Nations Financial Group
Iowa
$774K +$7.58K +150 +1%
FRM
313
Fox Run Management
Connecticut
$770K +$711K +14,073 New
PCS
314
Private Client Services
Kentucky
$743K +$686K +13,578 New
BCI
315
Brinker Capital Investments
Pennsylvania
$743K +$139K +2,758 +25%
OPS
316
Orion Portfolio Solutions
Nebraska
$743K +$139K +2,758 +25%
CM
317
Castleark Management
Illinois
$734K -$181K -3,590 -21%
Mariner
318
Mariner
Kansas
$724K +$32.9K +651 +5%
PC
319
Pier Capital
Connecticut
$712K +$638K +12,623 +3,132%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$705K +$299K +5,919 +85%
Creative Planning
321
Creative Planning
Kansas
$695K +$63.9K +1,264 +11%
ML
322
McAdam LLC
Pennsylvania
$688K +$1.67K +33 +0.3%
Twin Tree Management
323
Twin Tree Management
Texas
$680K -$733K -14,498 -54%
IMRF
324
Illinois Municipal Retirement Fund
Illinois
$665K +$614K +12,155 New
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$657K +$308K +6,101 +103%

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.