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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
PS
401
Principal Securities
Iowa
$328K +$243K +4,666 +195%
VAS
402
Vestmark Advisory Solutions
Massachusetts
$324K +$152K +2,927 +72%
Teacher Retirement System of Texas
403
Teacher Retirement System of Texas
Texas
$323K -$234K -4,492 -39%
Cambridge Investment Research Advisors
404
Cambridge Investment Research Advisors
Iowa
$321K +$35.8K +687 +11%
BMSSC
405
B. Metzler seel. Sohn & Co
Germany
$319K +$62.2K +1,195 +21%
BTWM
406
Baker Tilly Wealth Management
Wisconsin
$309K +$347K +6,660 New
YIH
407
Y-Intercept (HK)
Hong Kong
$307K +$345K +6,616 New
NW
408
NewEdge Wealth
Pennsylvania
$299K +$95.6K +1,835 +39%
LOAMU
409
Lombard Odier Asset Management (USA)
New York
$297K +$333K +6,401 New
SAM
410
Seelaus Asset Management
New Jersey
$295K +$102K +1,955 +44%
SOW
411
State of Wyoming
Wyoming
$291K -$221K -4,252 -40%
HI
412
Handelsinvest Investeringsforvaltning
Denmark
$288K -$168K -3,221 -34%
Bessemer Group
413
Bessemer Group
New Jersey
$284K +$11.8K +226 +4%
YMRC
414
Yorktown Management & Research Company
Virginia
$283K +$318K +6,100 New
BAMF
415
BI Asset Management Fondsmaeglerselskab
Denmark
$281K +$163K +3,123 +106%
Wealth Enhancement Advisory Services
416
Wealth Enhancement Advisory Services
Minnesota
$280K +$71.9K +1,381 +30%
PFS
417
Prospera Financial Services
Texas
$270K +$303K +5,818 New
RGI
418
River Global Investors
United Kingdom
$268K -$3.38K -65 -1%
SAM
419
Shell Asset Management
Netherlands
$268K -$201K -3,857 -39%
RJT
420
Raymond James Trust
Florida
$266K +$29.5K +566 +11%
SLAM
421
Swiss Life Asset Management
$264K -$285K -5,475 -49%
KI
422
Kapitalo Investimentos
Brazil
$264K +$296K +5,675 New
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$252K +$209K +4,004 +280%
Cerity Partners
424
Cerity Partners
New York
$251K +$282K +5,414 New
DF
425
Donoghue Forlines
Massachusetts
$248K +$76.2K +1,464 +38%

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.