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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
TCA
351
Transcend Capital Advisors
New Jersey
$476K -$2.68K -53 -0.6%
AP
352
AtonRa Partners
Switzerland
$473K -$67.6K -1,338 -13%
TI
353
Trexquant Investment
Connecticut
$471K +$435K +8,615 New
SC
354
Shay Capital
New York
$465K +$430K +8,500 New
CWM
355
Congress Wealth Management
Massachusetts
$462K +$427K +8,454 New
AWM
356
Avior Wealth Management
Nebraska
$460K +$18K +356 +4%
Cetera Investment Advisers
357
Cetera Investment Advisers
Illinois
$458K -$70.1K -1,386 -14%
AI
358
Atom Investors
Texas
$458K -$11.9K -236 -3%
PWM
359
Perigon Wealth Management
California
$454K +$419K +8,298 New
PP
360
Prudential plc
United Kingdom
$454K
CG
361
Cutler Group
California
$444K +$153K +3,030 +59%
PA
362
Profund Advisors
Maryland
$424K +$68K +1,346 +21%
ET
363
Entropy Technologies
New York
$423K +$391K +7,739 New
AIM
364
Aigen Investment Management
New York
$419K +$387K +7,660 New
LSA
365
Leonteq Securities AG
Switzerland
$417K -$161K -3,192 -30%
GA
366
GraniteShares Advisors
New York
$415K +$384K +7,589 New
SIM
367
Sandia Investment Management
Massachusetts
$412K -$256K -5,064 -40%
LNC
368
Lincoln National Corp
Pennsylvania
$409K +$42.3K +836 +13%
CIBC Asset Management
369
CIBC Asset Management
Ontario, Canada
$389K -$32K -633 -8%
YC
370
Yarbrough Capital
Tennessee
$387K +$357K +7,072 New
OTL
371
Oak Thistle LLC
New York
$381K +$352K +6,966 New
CWM
372
CIBC World Markets
New York
$380K +$351K +6,945 New
AAM
373
Advisors Asset Management
Colorado
$354K -$43.9K -868 -12%
VI
374
Versor Investments
New York
$351K -$387K -7,650 -54%
IC
375
IEQ Capital
California
$342K +$46K +911 +17%

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.