We are live on ! Find out more
DT icon

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
451
Planned Solutions
California
$38.3K +$35.4K +700 New
FHA
452
First Horizon Advisors
Tennessee
$36.3K +$6.92K +137 +26%
SPIA
453
Steward Partners Investment Advisory
New York
$32.5K +$2.22K +44 +8%
NC
454
NewSquare Capital
Pennsylvania
$31.7K +$29.3K +580 New
EC
455
EntryPoint Capital
New York
$29.3K +$27.1K +536 New
DCP
456
DSM Capital Partners
Florida
$27.6K +$25.5K +505 New
NFSG
457
Newbridge Financial Services Group
Florida
$27.3K
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$27.3K +$4.09K +81 +19%
ST
459
Smithfield Trust
Pennsylvania
$26K -$5.56K -110 -19%
CIM
460
Contravisory Investment Management
Massachusetts
$25.5K +$23.6K +466 New
VWM
461
Venturi Wealth Management
Texas
$21.5K +$6.37K +126 +47%
CI Investments Inc
462
CI Investments Inc
Ontario, Canada
$20K +$152 +3 +0.8%
HCM
463
Hollencrest Capital Management
California
$19.3K
RS
464
Rakuten Securities
Japan
$17.3K +$16K +316 New
BBHC
465
Brown Brothers Harriman & Co
New York
$16.8K
ASN
466
Advisory Services Network
Georgia
$16.7K +$15.5K +306 New
AAG
467
Armstrong Advisory Group
Massachusetts
$16.4K
GWM
468
Geneos Wealth Management
Colorado
$16.4K +$5.05K +100 +50%
LS
469
Livforsakringsbolaget Skandia
Sweden
$16.4K
CTC
470
Central Trust Company
Missouri
$13.1K
HNB
471
Huntington National Bank
Ohio
$11K +$910 +18 +10%
CIA
472
Cape Investment Advisory
Georgia
$10K +$9.25K +183 New
RIM
473
Rakuten Investment Management
Japan
$9.91K +$9.05K +179 New
LFA
474
LGT Financial Advisors
Texas
$9.63K
FFA
475
Farther Finance Advisors
California
$9.3K +$8.19K +162 +2,025%

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.