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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
GWS
476
Glassman Wealth Services
Virginia
$7.66K +$354 +7 +5%
OLVIG
477
Oliver Lagore Vanvalin Investment Group
Michigan
$6.95K -$17.1K -338 -73%
JWA
478
JFS Wealth Advisors
Pennsylvania
$6.29K -$51 -1 -0.9%
KFI
479
Key Financial Inc
Pennsylvania
$5.41K
RFG
480
RFP Financial Group
Georgia
$5.36K +$4.95K +98 New
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$4.92K
BIA
482
Bell Investment Advisors
California
$4.59K
CM
483
Caption Management
Oklahoma
$4.05K -$229K -4,526 -98%
LTI
484
Laffer Tengler Investments
Tennessee
$3.5K +$3.23K +64 New
AF
485
Advisornet Financial
Minnesota
$3.23K +$1.31K +26 +79%
HI
486
Harbour Investments
Wisconsin
$3.01K +$505 +10 +22%
GRP
487
Global Retirement Partners
California
$2.96K +$1.06K +21 +66%
JFA
488
JNBA Financial Advisors
Minnesota
$2.9K
CAS
489
Coppell Advisory Solutions
Texas
$2.57K +$2.38K +47 New
LF
490
Lee Financial
Texas
$2.52K +$2.33K +46 New
PFBT
491
Parkside Financial Bank & Trust
Missouri
$2.35K -$404 -8 -16%
CTB
492
Country Trust Bank
Illinois
$2.24K +$2.07K +41 New
PWA
493
Provenance Wealth Advisors
Florida
$2.19K +$2.02K +40 New
PWMG
494
Prestige Wealth Management Group
New Jersey
$2.02K
CAL
495
Capital Advisors Ltd
Ohio
$2K
NS
496
NBC Securities
Alabama
$2K
VNA
497
Valley National Advisers
Pennsylvania
$2K +$1.01K +20 +100%
AT
498
Arlington Trust
Alabama
$1.91K +$1.77K +35 New
SHIM
499
Stone House Investment Management
Pennsylvania
$1.8K
SAM
500
Smartleaf Asset Management
Massachusetts
$1.49K +$1.36K +27 New

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.