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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
EA
426
Emerald Advisers
Pennsylvania
$241K +$271K +5,199 New
IC
427
IEQ Capital
California
$240K -$56.6K -1,086 -17%
TRCT
428
Tower Research Capital (TRC)
New York
$240K -$1.33M -25,453 -83%
AWS
429
Atria Wealth Solutions
New York
$238K +$66.2K +1,272 +33%
DPAM
430
Degroof Petercam Asset Management
Belgium
$232K
AWAU
431
Alliance Wealth Advisors (Utah)
Utah
$232K +$260K +4,987 New
AAM
432
Advisors Asset Management
Colorado
$232K -$77.2K -1,482 -23%
PWG
433
Portside Wealth Group
Utah
$228K +$256K +4,910 New
CH
434
Canton Hathaway
Rhode Island
$228K +$255K +4,900 New
C
435
Covestor
United Kingdom
$225K +$51K +980 +25%
VCM
436
Virtue Capital Management
Tennessee
$225K -$1.35K -26 -0.5%
MOS
437
MGO One Seven
Ohio
$223K +$250K +4,797 New
QC
438
Quent Capital
New York
$219K +$2.03K +39 +0.8%
ONB
439
Old National Bancorp
Indiana
$218K -$17.3K -333 -7%
SBIA
440
Sheaff Brock Investment Advisors
Indiana
$214K +$22.3K +429 +10%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$214K -$57.3K -1,100 -19%
WS
442
Wedbush Securities
California
$213K +$239K +4,590 New
Bank Julius Baer & Co
443
Bank Julius Baer & Co
Switzerland
$212K +$237K +4,560 New
AG
444
Algert Global
California
$209K -$387K -7,427 -62%
IMCOOI
445
Investment Management Corp of Ontario (IMCO)
Canada
$203K -$72.9K -1,400 -24%
BTI
446
Blue Trust Inc
Georgia
$202K +$120K +2,302 +112%
SCA
447
Summit Creek Advisors
Minnesota
$201K +$225K +4,325 New
BF
448
BOK Financial
Oklahoma
$200K -$885 -17 -0.4%
EC
449
EntryPoint Capital
New York
$195K +$191K +3,661 +683%
UM
450
UniSuper Management
Australia
$181K +$115K +2,200 +129%

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.