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Dynatrace

578 hedge funds and large institutions have $15.5B invested in Dynatrace in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 250 increasing their positions, 161 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

79% more call options, than puts

Call options by funds: $185M | Put options by funds: $103M

55% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 161

9% more funds holding

Funds holding: 530578 (+48)

2% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$329M)

0.29% more ownership

Funds ownership: 95.13%95.43% (+0.29%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
578
Holders Change
+48
Holders Change %
+9.06%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
112
Increased
250
Reduced
161
Closed
55
Calls
$185M
Puts
$103M
Net Calls
+$81.8M
Net Calls Change
+$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
426
Advisors Asset Management
Colorado
$311K +$23.9K +439 +8%
BFM
427
Boothbay Fund Management
New York
$307K +$308K +5,641 New
LWAM
428
Legacy Wealth Asset Management
Minnesota
$306K -$11K -201 -3%
SA
429
Sanctuary Advisors
Indiana
$304K -$132K -2,411 -31%
ECM
430
Evergreen Capital Management
Washington
$303K +$31.7K +582 +12%
AWA
431
Arkadios Wealth Advisors
Georgia
$300K +$301K +5,513 New
SC
432
Steph & Co
Wisconsin
$296K +$44.3K +813 +18%
PIM
433
Plato Investment Management
Australia
$293K
HAG
434
HighPoint Advisor Group
Illinois
$289K +$436 +8 +0.2%
NCFG
435
New Century Financial Group
New Jersey
$283K -$31.9K -585 -10%
JIP
436
Jaffetilchin Investment Partners
Florida
$282K +$104K +1,905 +58%
CIBC Private Wealth Group
437
CIBC Private Wealth Group
Georgia
$278K -$3.24M -59,371 -92%
CCM
438
Coldstream Capital Management
Washington
$271K +$24.3K +446 +10%
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$266K +$32.9K +604 +14%
SCM
440
Sterling Capital Management
North Carolina
$259K -$32.8K -601 -11%
VCM
441
Virtue Capital Management
Tennessee
$259K -$27.9K -511 -10%
FFM
442
Forum Financial Management
Illinois
$258K +$259K +4,752 New
Corient Private Wealth
443
Corient Private Wealth
Florida
$258K +$259K +4,749 New
WF
444
WoodTrust Financial
Wisconsin
$258K
PFS
445
Prospera Financial Services
Texas
$258K +$8.89K +163 +4%
TPI
446
Trust Point Inc
Wisconsin
$245K +$246K +4,504 New
WS
447
Wedbush Securities
California
$244K +$245K +4,495 New
QC
448
Quent Capital
New York
$241K -$5.24K -96 -2%
AG
449
Algert Global
California
$239K -$412K -7,560 -63%
1WA
450
180 Wealth Advisors
Washington
$232K -$5.02K -92 -2%

DT Hedge Fund Activity: Q4 2024 in Review

578 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q4 2024, worth a combined $15.5B — up 2.2% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new DT positions and 55 closed out — a net gain of 57 holders — while 250 added to existing stakes and 161 trimmed.

The largest buyer was Dragoneer Investment Group, opening a new position worth an estimated $243M. The largest seller was Citadel Advisors, cutting an estimated $268M.

  • 578 institutional investors held Dynatrace (DT) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $15.5B of Dynatrace stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 112 funds opened new Dynatrace positions in Q4 2024 and 55 closed out, a net change of +57 holders.
  • The largest Dynatrace buyer in Q4 2024 was Dragoneer Investment Group, an estimated $243M added.
  • The largest Dynatrace seller in Q4 2024 was Citadel Advisors, an estimated $268M sold.

Based on aggregated 13F filings for Q4 2024.