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Dynatrace

459 hedge funds and large institutions have $13.2B invested in Dynatrace in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 127 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 127

56% more call options, than puts

Call options by funds: $163M | Put options by funds: $105M

0.24% less ownership

Funds ownership: 96.02%95.79% (-0.24%)

3% less funds holding

Funds holding: 472459 (-13)

8% less capital invested

Capital invested by funds: $14.4B → $13.2B (-$1.2B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

Holders
459
Holders Change
-13
Holders Change %
-2.75%
% of All Funds
7.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
61
Increased
215
Reduced
127
Closed
72
Calls
$163M
Puts
$105M
Net Calls
+$58.5M
Net Calls Change
-$63M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
26
Capital International Investors
California
$80.6M +$6.81M +138,584 +9%
Marshall Wace
27
Marshall Wace
United Kingdom
$78M +$66.3M +1,350,112 +425%
Amundi
28
Amundi
France
$75.6M +$8.53M +173,742 +12%
PL
29
Perpetual Ltd
Australia
$72.8M +$76.5M +1,557,062 New
KC
30
Keenan Capital
California
$72M
VOYA Investment Management
31
VOYA Investment Management
Georgia
$71.8M +$32.8M +667,987 +77%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$69.7M +$73.2M +1,490,584 New
ClearBridge Investments
33
ClearBridge Investments
New York
$69M +$16.7M +339,390 +30%
Charles Schwab
34
Charles Schwab
California
$67.1M +$6.6M +134,302 +10%
HCM
35
HMI Capital Management
California
$60.5M -$64.1M -1,305,132 -50%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$56.6M -$10.7M -217,688 -15%
UBS AM
37
UBS AM
Illinois
$56.3M +$5.52M +112,490 +10%
Morgan Stanley
38
Morgan Stanley
New York
$56.1M +$330K +6,728 +0.6%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$51.2M +$53.3M +1,085,682 +10,473%
Deutsche Bank
40
Deutsche Bank
Germany
$49.4M +$973K +19,819 +2%
Invesco
41
Invesco
Georgia
$43.8M +$25.9M +526,896 +128%
Principal Financial Group
42
Principal Financial Group
Iowa
$42.9M +$3.23M +65,754 +8%
Handelsbanken Fonder
43
Handelsbanken Fonder
Sweden
$42.7M +$16.1M +327,500 +56%
N
44
Nuveen
North Carolina
$40.5M +$624K +12,710 +1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$39.9M +$1.83M +37,302 +5%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$38.5M +$8.7M +177,205 +27%
CCM
47
Cota Capital Management
California
$38.1M -$1.34M -27,230 -3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$37.5M +$918K +18,700 +2%
Legal & General Group
49
Legal & General Group
United Kingdom
$36.5M +$1.83M +37,205 +5%
Man Group
50
Man Group
United Kingdom
$35.9M -$17.3M -352,967 Closed

DT Hedge Fund Activity: Q3 2023 in Review

459 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q3 2023, worth a combined $13.2B — down 8.4% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of DT and 61 opened new positions — a net loss of 11 holders — while 127 trimmed existing stakes and 215 added.

The largest buyer was American Century Companies, adding an estimated $117M. The largest seller was Citadel Advisors, cutting an estimated $196M.

  • 459 institutional investors held Dynatrace (DT) as of Q3 2023, down from 472 in Q2 2023.
  • Funds reported $13.2B of Dynatrace stock for Q3 2023, down 8.4% quarter-over-quarter.
  • 61 funds opened new Dynatrace positions in Q3 2023 and 72 closed out, a net change of -11 holders.
  • The largest Dynatrace buyer in Q3 2023 was American Century Companies, an estimated $117M added.
  • The largest Dynatrace seller in Q3 2023 was Citadel Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2023.