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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
PS
426
Principal Securities
Iowa
$131K +$121K +2,395 New
EDRH
427
Edmond de Rothschild Holding
Switzerland
$131K -$1.06K -21 -0.9%
IA
428
IFP Advisors
Florida
$110K +$45.5K +900 +81%
O
429
Ossiam
France
$109K
GC
430
Globeflex Capital
California
$105K
VL
431
Vima LLC
Michigan
$104K +$96.3K +1,905 New
CFGS
432
Concourse Financial Group Securities
Alabama
$99.2K +$81.1K +1,604 +767%
BTI
433
Blue Trust Inc
Georgia
$95K +$33.9K +671 +49%
UM
434
UniSuper Management
Australia
$93K
TFIPS
435
Towarzystwo Funduszy Inwestycyjnych PZU SA
$93K +$85.9K +1,700 New
GI
436
GAMMA Investing
California
$92.1K +$81.7K +1,616 New
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$78.3K +$16.7K +330 +30%
Loomis, Sayles & Company
438
Loomis, Sayles & Company
Massachusetts
$75K
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$74K -$1.36K -27 -2%
HFM
440
Harvest Fund Management
China
$74K +$68K +1,346 New
AF
441
Allworth Financial
California
$61.2K +$2.27K +45 +4%
CA
442
Clearstead Advisors
Ohio
$56.1K -$43.2K -854 -45%
DGAM
443
Desjardins Global Asset Management
Quebec, Canada
$54.6K +$708 +14 +1%
CJ
444
Caitlin John
Michigan
$48.1K +$44.4K +879 New
National Bank of Canada
445
National Bank of Canada
Quebec, Canada
$45.9K -$2.46M -48,716 -98%
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.4K
TCG
447
Transcendent Capital Group
Oklahoma
$41K +$37.9K +750 New
FCA
448
FinTrust Capital Advisors
South Carolina
$40.4K
BFEC
449
Benjamin F. Edwards & Company
Missouri
$40K +$36.7K +726 New
LC
450
Lindbrook Capital
California
$38.7K +$9.45K +187 +36%

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.