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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
NRD
351
Nebula Research & Development
New York
$663K +$744K +14,283 New
Neuberger Berman Group
352
Neuberger Berman Group
New York
$648K -$18.8M -361,573 -96%
YC
353
Yarbrough Capital
Tennessee
$637K +$346K +6,647 +94%
SM
354
Sciencast Management
New Jersey
$635K -$32.4K -622 -4%
Bank of Nova Scotia
355
Bank of Nova Scotia
Ontario, Canada
$634K +$84.7K +1,626 +14%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$604K +$640K +12,287 +1,692%
VF
357
Virtu Financial
New York
$600K +$673K +12,916 New
ML
358
McAdam LLC
Pennsylvania
$595K +$12.7K +243 +2%
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$587K +$658K +12,636 New
PTC
360
Petrus Trust Company
Texas
$586K +$657K +12,611 New
MYIA
361
Mount Yale Investment Advisors
Colorado
$581K +$651K +12,503 New
EOJOAM
362
E. Ohman J:or Asset Management
Sweden
$581K +$651K +12,500 New
LSA
363
Leonteq Securities AG
Switzerland
$579K +$253K +4,857 +64%
VIM
364
Vinva Investment Management
Australia
$572K +$93.3K +1,792 +17%
OTL
365
Oak Thistle LLC
New York
$565K +$271K +5,210 +75%
IMRF
366
Illinois Municipal Retirement Fund
Illinois
$564K
Jennison Associates
367
Jennison Associates
New York
$539K -$37.1M -713,062 -98%
MYLI
368
Meiji Yasuda Life Insurance
Japan
$534K
BCV
369
Banque Cantonale Vaudoise
Switzerland
$525K -$815K -15,644 -58%
DWM
370
Dakota Wealth Management
Florida
$518K +$3.07K +59 +0.5%
JFG
371
Jefferies Financial Group
New York
$502K -$1.56M -30,045 -74%
SWM
372
Sendero Wealth Management
Texas
$497K +$557K +10,698 New
FRM
373
Fox Run Management
Connecticut
$493K -$180K -3,453 -25%
LNC
374
Lincoln National Corp
Pennsylvania
$492K +$162K +3,106 +42%
HSA
375
Hussman Strategic Advisors
Maryland
$488K

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.