We are live on ! Find out more
DT icon

Dynatrace

378 hedge funds and large institutions have $10.1B invested in Dynatrace in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $136M | Put options by funds: $92.1M

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

5.42% more ownership

Funds ownership: 95.89%101.31% (+5.4%)

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding

Funds holding: 378378 (0)

7% less capital invested

Capital invested by funds: $10.8B → $10.1B (-$708M)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
378
Holders Change
Holders Change %
0%
% of All Funds
6.51%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
66
Increased
142
Reduced
125
Closed
61
Calls
$136M
Puts
$92.1M
Net Calls
+$44.1M
Net Calls Change
-$31M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
326
KB Financial Partners
New Jersey
$33K
OLVIG
327
Oliver Lagore Vanvalin Investment Group
Michigan
$33K
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$33K +$6.77K +175 +23%
WFA
329
Wipfli Financial Advisors
Wisconsin
$30K +$33.4K +863 New
SPIA
330
Steward Partners Investment Advisory
New York
$29K -$1.93K -50 -6%
EWA
331
EverSource Wealth Advisors
Alabama
$24K +$24.3K +628 +1,256%
BTI
332
Blue Trust Inc
Georgia
$21K -$7.08K -183 -25%
AF
333
Advisornet Financial
Minnesota
$20K +$3.67K +95 +20%
NFSG
334
Newbridge Financial Services Group
Florida
$19K -$3.75K -97 -15%
PVH
335
Psagot Value Holdings
Israel
$17K
Bank of Montreal
336
Bank of Montreal
Ontario, Canada
$16.9K -$5.94M -153,583 -24%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$16K -$967 -25 -5%
PCFFS
338
Pacific Center for Financial Services
California
$13K
FHA
339
First Horizon Advisors
Tennessee
$12K +$1.04K +27 +8%
IA
340
IFP Advisors
Florida
$11K
BBHC
341
Brown Brothers Harriman & Co
New York
$11K +$12.4K +320 New
LS
342
Livforsakringsbolaget Skandia
Sweden
$10K -$42.5K -1,100 -79%
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.29K
MAM
344
Meeder Asset Management
Ohio
$9K -$464 -12 -5%
C
345
Covestor
United Kingdom
$8K -$155 -4 -2%
Pacer Advisors
346
Pacer Advisors
Pennsylvania
$7K -$116 -3 -2%
CFGS
347
Concourse Financial Group Securities
Alabama
$7K
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$6K +$6.22K +161 New
BFEC
349
Benjamin F. Edwards & Company
Missouri
$4K
EARNEST Partners
350
EARNEST Partners
Georgia
$4K

DT Hedge Fund Activity: Q3 2022 in Review

378 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q3 2022, worth a combined $10.1B — down 6.5% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DT positions and 61 closed out — a net gain of 5 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $312M. The largest seller was Dragoneer Investment Group, cutting an estimated $80.4M.

  • 378 institutional investors held Dynatrace (DT) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $10.1B of Dynatrace stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 66 funds opened new Dynatrace positions in Q3 2022 and 61 closed out, a net change of +5 holders.
  • The largest Dynatrace buyer in Q3 2022 was BlackRock, an estimated $312M added.
  • The largest Dynatrace seller in Q3 2022 was Dragoneer Investment Group, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2022.