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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
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$107M +$9.47M +187,311 +11%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$104M +$34.5M +682,200 +56%
Handelsbanken Fonder
28
Handelsbanken Fonder
Sweden
$102M +$48.3M +956,000 +105%
Northern Trust
29
Northern Trust
Illinois
$102M -$3.67M -72,572 -4%
Capital International Investors
30
Capital International Investors
California
$94.3M +$1.16K +23 +0%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$86.8M +$2.49M +49,261 +3%
PL
32
Perpetual Ltd
Australia
$82.6M -$2.32M -45,840 -3%
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$82.6M +$76.4M +1,511,136 New
Charles Schwab
34
Charles Schwab
California
$81.5M +$2.75M +54,436 +4%
ClearBridge Investments
35
ClearBridge Investments
New York
$80.8M +$505 +10 +0%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$80.7M +$19.2M +379,396 +35%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$78.2M -$3.08M -60,861 -4%
UBS AM
38
UBS AM
Illinois
$71.4M +$5.09M +100,709 +8%
Deutsche Bank
39
Deutsche Bank
Germany
$67.8M +$9.22M +182,336 +17%
Invesco
40
Invesco
Georgia
$61.2M +$9.18M +181,629 +19%
Alkeon Capital Management
41
Alkeon Capital Management
New York
$61.2M -$39M -771,636 -41%
Principal Financial Group
42
Principal Financial Group
Iowa
$56.7M +$5.96M +117,928 +13%
Barclays
43
Barclays
United Kingdom
$56.6M +$24.6M +486,149 +89%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$51.6M +$6.07M +120,162 +15%
Millennium Management
45
Millennium Management
New York
$49.9M +$41.1M +813,526 +829%
JP Morgan Chase
46
JP Morgan Chase
New York
$46.1M +$4.72M +93,329 +12%
N
47
Nuveen
North Carolina
$45.9M -$1.45M -28,624 -3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$45.7M -$880K -17,416 -2%
AAMU
49
AEGON Asset Management (UK)
United Kingdom
$45.2M +$41.7M +825,744 New
KC
50
Keenan Capital
California
$44.9M -$36.4M -719,943 -47%

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.