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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
VAS
376
Vestmark Advisory Solutions
Massachusetts
$413K +$81.3K +1,707 +28%
FTWA
377
Fifth Third Wealth Advisors
Ohio
$412K +$2.9K +61 +0.8%
IC
378
IEQ Capital
California
$402K +$358K +7,513 New
BMSSC
379
B. Metzler seel. Sohn & Co
Germany
$389K
AI
380
Atria Investments
North Carolina
$385K +$11.4K +240 +3%
GCP
381
GSA Capital Partners
United Kingdom
$379K -$241K -5,063 -42%
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$378K +$224K +4,709 +200%
Bessemer Group
383
Bessemer Group
New Jersey
$374K +$27.1K +569 +9%
Rafferty Asset Management
384
Rafferty Asset Management
New York
$367K +$44.8K +940 +16%
QI
385
Qtron Investments
Massachusetts
$362K -$243K -5,101 -43%
RJT
386
Raymond James Trust
Florida
$355K +$38.2K +802 +14%
SCA
387
Summit Creek Advisors
Minnesota
$353K +$315K +6,609 New
UM
388
UniSuper Management
Australia
$348K -$188K -3,952 -38%
AWAU
389
Alliance Wealth Advisors (Utah)
Utah
$346K +$79.1K +1,661 +34%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$343K -$5K -105 -2%
PWG
391
Portside Wealth Group
Utah
$342K +$51.3K +1,077 +20%
NA
392
NewEdge Advisors
Louisiana
$341K +$212K +4,455 +232%
DF
393
Donoghue Forlines
Massachusetts
$340K +$42.4K +891 +16%
AWA
394
Aaron Wealth Advisors
Illinois
$335K +$298K +6,258 New
TRCT
395
Tower Research Capital (TRC)
New York
$328K -$225K -4,722 -43%
CAPTRUST Financial Advisors
396
CAPTRUST Financial Advisors
North Carolina
$327K +$291K +6,121 New
SAM
397
Shell Asset Management
Netherlands
$320K +$285K +5,988 New
LWAM
398
Legacy Wealth Asset Management
Minnesota
$312K +$64.7K +1,359 +30%
NCFG
399
New Century Financial Group
New Jersey
$307K +$25.4K +534 +10%
OBAM
400
ODDO BHF Asset Management
France
$300K +$267K +5,616 New

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.