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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
FTDI
401
First Trust Direct Indexing
Massachusetts
$295K +$27.4K +576 +12%
DWM
402
Dynasty Wealth Management
Florida
$291K +$259K +5,439 New
SCM
403
Sterling Capital Management
North Carolina
$287K +$256K +5,367 New
PIM
404
Plato Investment Management
Australia
$286K -$178K -3,745 -41%
AAM
405
Advisors Asset Management
Colorado
$282K +$45.9K +965 +22%
VCM
406
Virtue Capital Management
Tennessee
$282K +$10.1K +212 +4%
RIM
407
Rakuten Investment Management
Japan
$275K +$72.3K +1,519 +41%
FRM
408
Fox Run Management
Connecticut
$269K +$240K +5,031 New
ECM
409
Evergreen Capital Management
Washington
$267K +$238K +4,997 New
MOS
410
MGO One Seven
Ohio
$260K +$7.38K +155 +3%
PHK
411
Point72 Hong Kong
Hong Kong
$259K -$8.29M -174,211 -97%
CWP
412
Curated Wealth Partners
California
$257K +$229K +4,809 New
AWS
413
Atria Wealth Solutions
New York
$256K +$8.05K +169 +4%
P
414
&Partners
Tennessee
$256K +$228K +4,779 New
WF
415
WoodTrust Financial
Wisconsin
$254K +$226K +4,750 New
HAG
416
HighPoint Advisor Group
Illinois
$254K +$223K +4,693 New
C
417
Covestor
United Kingdom
$252K -$10.9K -228 -5%
SC
418
Steph & Co
Wisconsin
$247K +$220K +4,627 New
PFS
419
Prospera Financial Services
Texas
$245K -$42K -883 -16%
CNBT
420
Canandaigua National Bank & Trust
New York
$245K +$218K +4,574 New
CCM
421
Coldstream Capital Management
Washington
$243K +$216K +4,544 New
QC
422
Quent Capital
New York
$242K -$5.81K -122 -3%
BF
423
BOK Financial
Oklahoma
$236K +$3.29K +69 +2%
CC
424
Centiva Capital
New York
$236K -$370K -7,773 -64%
S
425
SignatureFD
Georgia
$235K +$49.4K +1,038 +31%

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.