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Dynatrace

542 hedge funds and large institutions have $12.7B invested in Dynatrace in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 258 increasing their positions, 143 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $170M | Put options by funds: $89M

80% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 143

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

6% more funds holding

Funds holding: 513542 (+29)

0.85% less ownership

Funds ownership: 93.02%92.17% (-0.85%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

18% less capital invested

Capital invested by funds: $15.5B → $12.7B (-$2.83B)

Holders
542
Holders Change
+29
Holders Change %
+5.65%
% of All Funds
7.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
105
Increased
258
Reduced
143
Closed
72
Calls
$170M
Puts
$89M
Net Calls
+$81.4M
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
326
Cornercap Investment Counsel
Georgia
$928K +$3.59K +69 +0.3%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$922K +$168K +3,230 +19%
SAM
328
Securian Asset Management
Minnesota
$914K -$23.1K -443 -2%
CL
329
CIM LLC
New York
$908K -$3.33K -64 -0.3%
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$906K +$91.2K +1,752 +9%
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$890K -$781K -15,003 -44%
HCA
332
Harbor Capital Advisors
Illinois
$865K +$475K +9,118 +96%
NL
333
NVWM LLC
Pennsylvania
$860K +$96.4K +1,850 +11%
USAA
334
United Services Automobile Association
Texas
$846K
CGH
335
Crossmark Global Holdings
Texas
$843K +$8.91K +171 +1%
BCI
336
Brinker Capital Investments
Pennsylvania
$838K +$221K +4,241 +31%
OPS
337
Orion Portfolio Solutions
Nebraska
$838K +$221K +4,241 +31%
Creative Planning
338
Creative Planning
Kansas
$822K +$260K +4,996 +39%
CWM
339
CIBC World Markets
New York
$800K +$535K +10,271 +148%
AO
340
Advisor OS
Illinois
$799K +$145K +2,779 +19%
Simplex Trading
341
Simplex Trading
Illinois
$791K +$316K +6,072 +55%
PAM
342
Panagora Asset Management
Massachusetts
$789K -$38.5K -739 -4%
ET
343
Equitable Trust
Tennessee
$774K
NFG
344
Nations Financial Group
Iowa
$759K +$114K +2,191 +15%
ProShare Advisors
345
ProShare Advisors
Maryland
$752K +$4.58K +88 +0.5%
MYAM
346
Meiji Yasuda Asset Management
Japan
$705K +$316K +6,072 +67%
Mariner
347
Mariner
Kansas
$694K +$88.7K +1,703 +13%
PC
348
Pier Capital
Connecticut
$688K +$93.4K +1,793 +14%
QI
349
Qtron Investments
Massachusetts
$677K +$236K +4,532 +45%
SAM
350
Silvercrest Asset Management
New York
$670K +$195K +3,752 +35%

DT Hedge Fund Activity: Q1 2024 in Review

542 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q1 2024, worth a combined $12.7B — down 18% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DT positions and 72 closed out — a net gain of 33 holders — while 258 added to existing stakes and 143 trimmed.

The largest buyer was Dragoneer Investment Group, opening a new position worth an estimated $238M. The largest seller was Thoma Bravo, cutting an estimated $890M.

  • 542 institutional investors held Dynatrace (DT) as of Q1 2024, up from 513 in Q4 2023.
  • Funds reported $12.7B of Dynatrace stock for Q1 2024, down 18% quarter-over-quarter.
  • 105 funds opened new Dynatrace positions in Q1 2024 and 72 closed out, a net change of +33 holders.
  • The largest Dynatrace buyer in Q1 2024 was Dragoneer Investment Group, an estimated $238M added.
  • The largest Dynatrace seller in Q1 2024 was Thoma Bravo, an estimated $890M sold.

Based on aggregated 13F filings for Q1 2024.