We are live on ! Find out more
DT icon

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
Cambridge Investment Research Advisors
376
Cambridge Investment Research Advisors
Iowa
$340K +$404 +8 +0.1%
Bessemer Group
377
Bessemer Group
New Jersey
$323K -$46.6K -923 -14%
RGI
378
River Global Investors
United Kingdom
$320K +$295K +5,844 New
IMCOOI
379
Investment Management Corp of Ontario (IMCO)
Canada
$316K +$292K +5,774 New
MA
380
MJP Associates
Connecticut
$313K +$41.8K +827 +17%
CCS
381
Concentric Capital Strategies
Connecticut
$313K +$289K +5,716 New
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$312K +$43K +850 +17%
BMSSC
383
B. Metzler seel. Sohn & Co
Germany
$310K
WAM
384
Weiss Asset Management
Massachusetts
$297K +$274K +5,430 New
KAS
385
Kestra Advisory Services
Texas
$293K +$23.5K +464 +9%
RJT
386
Raymond James Trust
Florida
$283K +$8.29K +164 +3%
PRC
387
Pearl River Capital
Michigan
$282K +$261K +5,163 New
OIA
388
OneDigital Investment Advisors
Kansas
$279K +$258K +5,100 New
ONB
389
Old National Bancorp
Indiana
$275K +$254K +5,033 New
DPAM
390
Degroof Petercam Asset Management
Belgium
$273K +$253K +5,000 New
BBA
391
Braun-Bostich & Associates
Pennsylvania
$272K -$2.83K -56 -1%
WMA
392
Wealth Management Associates
New Jersey
$270K +$250K +4,938 New
PCM
393
Prelude Capital Management
New York
$266K +$246K +4,862 New
NW
394
NewEdge Wealth
Pennsylvania
$257K +$4.95K +98 +2%
QC
395
Quent Capital
New York
$256K +$7.18K +142 +3%
CCM
396
Coldstream Capital Management
Washington
$255K +$13.6K +270 +6%
Wealth Enhancement Advisory Services
397
Wealth Enhancement Advisory Services
Minnesota
$255K +$235K +4,658 New
OR
398
Olympiad Research
Connecticut
$252K +$233K +4,616 New
VCM
399
Virtue Capital Management
Tennessee
$250K -$39.6K -783 -14%
BFM
400
Boothbay Fund Management
New York
$245K +$226K +4,480 New

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.