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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
HFM
326
Harvest Fund Management
China
$57K +$43.2K +891 +292%
SOW
327
State of Wyoming
Wyoming
$51K +$51.6K +1,063 New
HNB
328
Huntington National Bank
Ohio
$45K
IAIM
329
International Assets Investment Management
Florida
$40K
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$39K +$38.1K +785 +4,618%
GWM
331
Geneos Wealth Management
Colorado
$37K +$631 +13 +2%
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$36K +$36.3K +748 New
LWM
333
Liberty Wealth Management
California
$34K
JCM
334
Jacobi Capital Management
Pennsylvania
$33K
First Manhattan
335
First Manhattan
New York
$31K
AF
336
Advisornet Financial
Minnesota
$30K +$11.2K +230 +58%
KFP
337
KB Financial Partners
New Jersey
$28K +$28.5K +587 New
SFS
338
Sowell Financial Services
Arkansas
$26K -$82.6K -1,702 -75%
SAM
339
Shell Asset Management
Netherlands
$25K -$42.7K -881 -63%
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$17K
PCFFS
341
Pacific Center for Financial Services
California
$12K +$11.6K +239 New
S
342
SignatureFD
Georgia
$11K
PCG
343
Private Capital Group
Connecticut
$8K -$11.8K -243 -59%
PA
344
Parallel Advisors
California
$8K +$8.1K +167 New
BMD
345
Better Money Decisions
New Mexico
$8K +$8.49K +175 New
CM
346
Caption Management
Oklahoma
$7K +$7.18K +148 New
EARNEST Partners
347
EARNEST Partners
Georgia
$6K
QCG
348
Quadrant Capital Group
Ohio
$6K +$4.03K +83 +244%
ST
349
Smithfield Trust
Pennsylvania
$5K
CAL
350
Capital Analysts LLC
Pennsylvania
$5K +$5.33K +110 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.