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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
A
451
AlphaQuest
New York
$168K +$189K +3,620 New
SWS
452
SYSTM Wealth Solutions
Illinois
$151K +$23.9K +459 +16%
S
453
SignatureFD
Georgia
$149K +$15.3K +294 +10%
CFGS
454
Concourse Financial Group Securities
Alabama
$130K +$51.8K +995 +55%
QCG
455
Quadrant Capital Group
Ohio
$123K +$2.5K +48 +2%
TC
456
Truvestments Capital
Florida
$119K -$21K -404 -14%
SIM
457
Sandia Investment Management
Massachusetts
$116K -$262K -5,036 -67%
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K +$81.8K +1,571 +198%
RIM
459
Rakuten Investment Management
Japan
$110K +$114K +2,192 +1,225%
TFIPS
460
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K +$26K +500 +29%
HI
461
Horizon Investments
North Carolina
$92.2K +$103K +1,986 New
GC
462
Globeflex Capital
California
$89.2K
QL
463
Quarry LP
New York
$86.8K +$96.4K +1,850 +10,278%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$84K +$23.7K +455 +34%
NA
465
NewEdge Advisors
Louisiana
$83.8K -$1.21M -23,314 -93%
EDRH
466
Edmond de Rothschild Holding
Switzerland
$74.9K -$40.5K -778 -33%
PPC
467
Park Place Capital
Alabama
$73K +$81.8K +1,571 New
AIC
468
Archer Investment Corporation
Indiana
$70.8K +$79.4K +1,525 New
CA
469
Clearstead Advisors
Ohio
$54.2K +$8.07K +155 +15%
National Bank of Canada
470
National Bank of Canada
Quebec, Canada
$51.8K +$13.1K +252 +29%
CG
471
Cutler Group
California
$51K -$366K -7,030 -86%
GI
472
GAMMA Investing
California
$49.1K -$29.1K -559 -35%
AF
473
Allworth Financial
California
$48.3K -$4.17K -80 -7%
RS
474
Rakuten Securities
Japan
$41.1K +$29.7K +570 +180%
SPIA
475
Steward Partners Investment Advisory
New York
$37.5K +$11.1K +214 +36%

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.