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Dynatrace

550 hedge funds and large institutions have $12.7B invested in Dynatrace in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 219 increasing their positions, 194 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $173M | Put options by funds: $81.3M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

26% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 66

13% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 194

2.77% more ownership

Funds ownership: 92.17%94.94% (+2.8%)

1% more funds holding

Funds holding: 542550 (+8)

0% more capital invested

Capital invested by funds: $12.7B → $12.7B (+$24.1M)

Holders
550
Holders Change
+8
Holders Change %
+1.48%
% of All Funds
7.94%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
83
Increased
219
Reduced
194
Closed
66
Calls
$173M
Puts
$81.3M
Net Calls
+$91.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
401
Fifth Third Wealth Advisors
Ohio
$342K +$352K +7,647 New
SAG
402
SageView Advisory Group
California
$337K +$347K +7,526 New
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$326K +$19K +412 +6%
PA
404
Profund Advisors
Maryland
$312K -$116K -2,511 -26%
AI
405
Atria Investments
North Carolina
$311K +$321K +6,961 New
Capital World Investors
406
Capital World Investors
California
$309K +$318K +6,906 New
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$292K +$50.2K +1,090 +20%
NIG
408
NFJ Investment Group
Texas
$292K -$4.23M -91,771 -93%
Bessemer Group
409
Bessemer Group
New Jersey
$287K +$13.5K +293 +5%
NW
410
NewEdge Wealth
Pennsylvania
$274K -$18.6K -403 -6%
VAS
411
Vestmark Advisory Solutions
Massachusetts
$269K -$43.9K -952 -14%
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$269K +$64.4K +1,398 +30%
Credit Agricole
413
Credit Agricole
France
$268K +$276K +6,000 New
IMCOOI
414
Investment Management Corp of Ontario (IMCO)
Canada
$267K +$73.7K +1,600 +37%
Rafferty Asset Management
415
Rafferty Asset Management
New York
$265K +$273K +5,929 New
Capstone Investment Advisors
416
Capstone Investment Advisors
New York
$264K -$5.19M -112,696 -95%
RJT
417
Raymond James Trust
Florida
$261K +$4.93K +107 +2%
QL
418
Quarry LP
New York
$259K +$180K +3,916 +210%
SBIA
419
Sheaff Brock Investment Advisors
Indiana
$257K +$51.6K +1,119 +24%
BTI
420
Blue Trust Inc
Georgia
$254K +$51.4K +1,115 +26%
NMC
421
Nine Masts Capital
Hong Kong
$252K +$260K +5,643 New
OIAM
422
OFI Invest Asset Management
France
$246K +$259K +5,613 +1,949%
DF
423
Donoghue Forlines
Massachusetts
$245K +$6.45K +140 +3%
PFS
424
Prospera Financial Services
Texas
$244K -$16.3K -353 -6%
NG
425
Norden Group
Utah
$238K -$120K -2,596 -33%

DT Hedge Fund Activity: Q2 2024 in Review

550 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q2 2024, worth a combined $12.7B — up 0.19% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DT positions and 66 closed out — a net gain of 17 holders — while 219 added to existing stakes and 194 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $310M. The largest seller was Thoma Bravo, exiting entirely with an estimated $356M sold.

  • 550 institutional investors held Dynatrace (DT) as of Q2 2024, up from 542 in Q1 2024.
  • Funds reported $12.7B of Dynatrace stock for Q2 2024, up 0.19% quarter-over-quarter.
  • 83 funds opened new Dynatrace positions in Q2 2024 and 66 closed out, a net change of +17 holders.
  • The largest Dynatrace buyer in Q2 2024 was Citadel Advisors, an estimated $310M added.
  • The largest Dynatrace seller in Q2 2024 was Thoma Bravo, an estimated $356M sold.

Based on aggregated 13F filings for Q2 2024.