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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
PWG
426
Portside Wealth Group
Utah
$238K +$18.7K +406 +8%
NCFG
427
New Century Financial Group
New Jersey
$233K +$240K +5,214 New
Teacher Retirement System of Texas
428
Teacher Retirement System of Texas
Texas
$233K -$81.2K -1,763 -25%
SOW
429
State of Wyoming
Wyoming
$229K -$53K -1,150 -18%
VCM
430
Virtue Capital Management
Tennessee
$225K +$12.2K +264 +6%
FAM
431
Flaharty Asset Management
Florida
$224K +$230K +5,000 New
Cerity Partners
432
Cerity Partners
New York
$223K -$20K -435 -8%
FTDI
433
First Trust Direct Indexing
Massachusetts
$221K +$228K +4,948 New
C
434
Covestor
United Kingdom
$221K +$4.19K +91 +2%
XT
435
XTX Topco
Cayman Islands
$216K -$133K -2,876 -37%
AWAU
436
Alliance Wealth Advisors (Utah)
Utah
$216K -$7.79K -169 -3%
MOS
437
MGO One Seven
Ohio
$211K -$4.15K -90 -2%
JIP
438
Jaffetilchin Investment Partners
Florida
$209K +$215K +4,662 New
Aberdeen Group
439
Aberdeen Group
United Kingdom
$208K +$215K +4,658 New
WS
440
Wedbush Securities
California
$208K +$2.63K +57 +1%
QC
441
Quent Capital
New York
$208K -$3.23K -70 -1%
AWS
442
Atria Wealth Solutions
New York
$207K -$22.9K -498 -10%
LWAM
443
Legacy Wealth Asset Management
Minnesota
$200K +$206K +4,476 New
BF
444
BOK Financial
Oklahoma
$197K +$1.52K +33 +0.8%
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
$195K -$2.96M -64,296 -94%
AAM
446
Advisors Asset Management
Colorado
$193K -$30.9K -671 -13%
EA
447
Emerald Advisers
Pennsylvania
$182K -$52.6K -1,142 -22%
LSA
448
Leonteq Securities AG
Switzerland
$169K -$400K -8,689 -70%
RIM
449
Rakuten Investment Management
Japan
$161K +$59.6K +1,293 +55%
BAMF
450
BI Asset Management Fondsmaeglerselskab
Denmark
$161K -$114K -2,469 -41%

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.