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Dynatrace

530 hedge funds and large institutions have $15.1B invested in Dynatrace in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 265 increasing their positions, 139 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 139

56% more call options, than puts

Call options by funds: $217M | Put options by funds: $139M

19% more capital invested

Capital invested by funds: $12.7B → $15.1B (+$2.47B)

0.19% more ownership

Funds ownership: 94.94%95.13% (+0.19%)

4% less funds holding

Funds holding: 550530 (-20)

16% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 91

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
530
Holders Change
-20
Holders Change %
-3.64%
% of All Funds
7.61%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
76
Increased
265
Reduced
139
Closed
91
Calls
$217M
Puts
$139M
Net Calls
+$77.8M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
451
Archer Investment Corporation
Indiana
$81.5K
FHA
452
First Horizon Advisors
Tennessee
$80.7K +$25.1K +527 +54%
PPC
453
Park Place Capital
Alabama
$75.5K +$22K +462 +49%
Jones Financial Companies
454
Jones Financial Companies
Missouri
$70.6K -$13.6K -285 -18%
EDRH
455
Edmond de Rothschild Holding
Switzerland
$63.8K -$9.38K -197 -14%
National Bank of Canada
456
National Bank of Canada
Quebec, Canada
$62.7K -$8.66K -182 -13%
AF
457
Allworth Financial
California
$59.4K +$1.57K +33 +3%
GRP
458
Global Retirement Partners
California
$57.5K -$1.33K -28 -3%
CPA
459
Capital Performance Advisors
California
$52.5K +$46.7K +981 New
MSFP
460
Mark Sheptoff Financial Planning
Connecticut
$50.8K
VSQM
461
V-Square Quantitative Management
Illinois
$47.9K +$8.19K +172 +24%
LC
462
Lindbrook Capital
California
$45.8K -$3K -63 -7%
AAP
463
Arax Advisory Partners
Colorado
$42.6K +$37.9K +796 New
FCA
464
FinTrust Capital Advisors
South Carolina
$39.5K
UB
465
UMB Bank
Missouri
$38.4K +$25.5K +535 +292%
PW
466
Paladin Wealth
Minnesota
$38K +$33.8K +710 New
SWM
467
Spire Wealth Management
Virginia
$37.4K +$7.52K +158 +29%
GM
468
GeoWealth Management
Illinois
$36.7K +$32.7K +687 New
RA
469
Rise Advisors
New York
$34K
RTC
470
Riverview Trust Company
Washington
$33.2K +$12.2K +257 +71%
GWM
471
Geneos Wealth Management
Colorado
$28.3K
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$28.3K -$5.38K -113 -18%
SPIA
473
Steward Partners Investment Advisory
New York
$28.1K +$1.9K +40 +8%
GSEP
474
Golden State Equity Partners
California
$27K +$24K +505 New
CI Investments Inc
475
CI Investments Inc
Ontario, Canada
$26K -$190 -4 -0.8%

DT Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q3 2024, worth a combined $15.1B — up 19% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of DT and 76 opened new positions — a net loss of 15 holders — while 139 trimmed existing stakes and 265 added.

The largest buyer was BlackRock, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $302M.

  • 530 institutional investors held Dynatrace (DT) as of Q3 2024, down from 550 in Q2 2024.
  • Funds reported $15.1B of Dynatrace stock for Q3 2024, up 19% quarter-over-quarter.
  • 76 funds opened new Dynatrace positions in Q3 2024 and 91 closed out, a net change of -15 holders.
  • The largest Dynatrace buyer in Q3 2024 was BlackRock, an estimated $199M added.
  • The largest Dynatrace seller in Q3 2024 was Fidelity Investments, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2024.