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Dynatrace

396 hedge funds and large institutions have $16.3B invested in Dynatrace in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 165 increasing their positions, 122 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $497M | Put options by funds: $160M

48% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 48

35% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 122

6% more funds holding

Funds holding: 375396 (+21)

0.56% less ownership

Funds ownership: 95.51%94.95% (-0.56%)

15% less capital invested

Capital invested by funds: $19.3B → $16.3B (-$2.92B)

43% less funds holding in top 10

Funds holding in top 10: 2313 (-10)

Holders
396
Holders Change
+21
Holders Change %
+5.6%
% of All Funds
6.09%
Holding in Top 10
13
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-43.48%
% of All Funds
0.2%
New
71
Increased
165
Reduced
122
Closed
48
Calls
$497M
Puts
$160M
Net Calls
+$337M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Anchor Investment Management
South Carolina
$4.04K +$4.57K +67 New
DFCM
377
Dark Forest Capital Management
Puerto Rico
$3K -$39.3K -577 -93%
FHA
378
First Horizon Advisors
Tennessee
$3K +$1.36K +20 +63%
JFA
379
JNBA Financial Advisors
Minnesota
$3K +$2.86K +42 New
EWA
380
EverSource Wealth Advisors
Alabama
$3K +$3.41K +50 New
HI
381
Harbour Investments
Wisconsin
$2K -$341 -5 -17%
FWM
382
Focused Wealth Management
New York
$2K
LCM
383
Logan Capital Management
Pennsylvania
$2K
GWS
384
Glassman Wealth Services
Virginia
$2K +$2.18K +32 +1,600%
JWA
385
JFS Wealth Advisors
Pennsylvania
$2K +$2.18K +32 New
SCA
386
Snowden Capital Advisors
New York
$2K +$3K +44 New
Manulife (Manufacturers Life Insurance)
387
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.88K -$28M -410,386 -93%
ED
388
Exane Derivatives
France
$1.63K -$87.3K -1,281 -98%
IA
389
IFP Advisors
Florida
$1K -$76.9K -1,129 -99%
BWM
390
BerganKDV Wealth Management
Minnesota
$1K
CI Investments Inc
391
CI Investments Inc
Ontario, Canada
$1K
LC
392
Lindbrook Capital
California
$1K
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
VCM
394
Versant Capital Management
Arizona
$1K
SC
395
Schubert & Co
Texas
$1K +$954 +14 New
ZIG
396
Zullo Investment Group
Pennsylvania
$1K +$1.36K +20 New
1832 Asset Management
397
1832 Asset Management
Ontario, Canada
-$175M -2,515,400 Closed
AM
398
Atreides Management
Massachusetts
-$81.1M -1,143,407 Closed
Balyasny Asset Management
399
Balyasny Asset Management
Illinois
-$39.3M -553,475 Closed
Holocene Advisors
400
Holocene Advisors
New York
-$19.8M -279,166 Closed

DT Hedge Fund Activity: Q4 2021 in Review

396 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q4 2021, worth a combined $16.3B — down 15% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DT positions and 48 closed out — a net gain of 23 holders — while 165 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $100M. The largest seller was Wells Fargo, cutting an estimated $319M.

  • 396 institutional investors held Dynatrace (DT) as of Q4 2021, up from 375 in Q3 2021.
  • Funds reported $16.3B of Dynatrace stock for Q4 2021, down 15% quarter-over-quarter.
  • 71 funds opened new Dynatrace positions in Q4 2021 and 48 closed out, a net change of +23 holders.
  • The largest Dynatrace buyer in Q4 2021 was Bank of America, an estimated $100M added.
  • The largest Dynatrace seller in Q4 2021 was Wells Fargo, an estimated $319M sold.

Based on aggregated 13F filings for Q4 2021.