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Dynatrace

530 hedge funds and large institutions have $15.1B invested in Dynatrace in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 265 increasing their positions, 139 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 139

56% more call options, than puts

Call options by funds: $217M | Put options by funds: $139M

19% more capital invested

Capital invested by funds: $12.7B → $15.1B (+$2.47B)

0.19% more ownership

Funds ownership: 94.94%95.13% (+0.19%)

4% less funds holding

Funds holding: 550530 (-20)

16% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 91

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
530
Holders Change
-20
Holders Change %
-3.64%
% of All Funds
7.61%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
76
Increased
265
Reduced
139
Closed
91
Calls
$217M
Puts
$139M
Net Calls
+$77.8M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Avantax Advisory Services
Texas
$731K +$99.9K +2,099 +18%
Vontobel Holding
327
Vontobel Holding
Switzerland
$723K -$2.1K -44 -0.3%
SPA
328
Sherbrooke Park Advisers
New York
$713K +$195K +4,092 +44%
KeyBank National Association
329
KeyBank National Association
Ohio
$695K +$138K +2,898 +29%
DWM
330
Dakota Wealth Management
Florida
$691K +$83.9K +1,762 +16%
PAM
331
Panagora Asset Management
Massachusetts
$686K -$18.2K -383 -3%
EOJOAM
332
E. Ohman J:or Asset Management
Sweden
$668K
SLG
333
Stanley-Laman Group
Pennsylvania
$666K -$304K -6,378 -34%
ML
334
McAdam LLC
Pennsylvania
$655K -$26.7K -561 -4%
IMRF
335
Illinois Municipal Retirement Fund
Illinois
$650K
AG
336
Algert Global
California
$639K +$569K +11,950 New
BCI
337
Brinker Capital Investments
Pennsylvania
$626K -$376K -7,897 -40%
OPS
338
Orion Portfolio Solutions
Nebraska
$626K -$376K -7,897 -40%
MYLI
339
Meiji Yasuda Life Insurance
Japan
$615K
ET
340
Equitable Trust
Tennessee
$612K
SOW
341
State of Wyoming
Wyoming
$612K +$302K +6,333 +124%
BIM
342
Bridges Investment Management
Nebraska
$608K +$1.95K +41 +0.4%
Los Angeles Capital Management
343
Los Angeles Capital Management
California
$600K +$534K +11,223 New
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
$587K +$523K +10,983 New
Kovitz Investment Group Partners
345
Kovitz Investment Group Partners
Illinois
$585K -$11.3K -237 -2%
GA
346
GraniteShares Advisors
New York
$571K -$38.9K -818 -7%
YMRC
347
Yorktown Management & Research Company
Virginia
$567K
CSS
348
Cubist Systematic Strategies
Connecticut
$566K -$24.9M -522,065 -98%
CIBC Asset Management
349
CIBC Asset Management
Ontario, Canada
$560K +$25.9K +544 +5%
KAS
350
Kestra Advisory Services
Texas
$540K +$61.6K +1,293 +15%

DT Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q3 2024, worth a combined $15.1B — up 19% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of DT and 76 opened new positions — a net loss of 15 holders — while 139 trimmed existing stakes and 265 added.

The largest buyer was BlackRock, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $302M.

  • 530 institutional investors held Dynatrace (DT) as of Q3 2024, down from 550 in Q2 2024.
  • Funds reported $15.1B of Dynatrace stock for Q3 2024, up 19% quarter-over-quarter.
  • 76 funds opened new Dynatrace positions in Q3 2024 and 91 closed out, a net change of -15 holders.
  • The largest Dynatrace buyer in Q3 2024 was BlackRock, an estimated $199M added.
  • The largest Dynatrace seller in Q3 2024 was Fidelity Investments, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2024.