We are live on ! Find out more
DT icon

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
Loomis, Sayles & Company
476
Loomis, Sayles & Company
Massachusetts
$36K -$31.7K -609 -44%
FCA
477
FinTrust Capital Advisors
South Carolina
$34.3K
RA
478
Rise Advisors
New York
$29.5K +$33.1K +636 New
LC
479
Lindbrook Capital
California
$28.3K -$5.16K -99 -14%
FHA
480
First Horizon Advisors
Tennessee
$28.1K -$3.02K -58 -9%
Jones Financial Companies
481
Jones Financial Companies
Missouri
$27.9K +$31.2K +600 New
CI Investments Inc
482
CI Investments Inc
Ontario, Canada
$25K +$9.69K +186 +52%
GWM
483
Geneos Wealth Management
Colorado
$24.6K +$12K +230 +77%
SWM
484
Spire Wealth Management
Virginia
$23.7K -$847K -16,266 -97%
HT
485
Headlands Technologies
Illinois
$22.4K -$178K -3,410 -88%
Nisa Investment Advisors
486
Nisa Investment Advisors
Missouri
$22.3K -$180K -3,455 -88%
ST
487
Smithfield Trust
Pennsylvania
$22K
CIM
488
Contravisory Investment Management
Massachusetts
$21.6K
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
$21.5K -$1.82K -35 -7%
BEI
490
Benjamin Edwards Inc
Missouri
$21K +$23.6K +453 New
RTC
491
Riverview Trust Company
Washington
$16.9K +$19K +364 New
AAG
492
Armstrong Advisory Group
Massachusetts
$16.4K
HNB
493
Huntington National Bank
Ohio
$16.3K +$7.81K +150 +75%
BBHC
494
Brown Brothers Harriman & Co
New York
$14.3K
SIC
495
Salem Investment Counselors
North Carolina
$13.9K +$15.6K +300 New
LS
496
Livforsakringsbolaget Skandia
Sweden
$13.9K
AWM
497
Avior Wealth Management
Nebraska
$13.3K -$423K -8,117 -97%
OIAM
498
OFI Invest Asset Management
France
$12.4K +$15K +288 New
IGWM
499
ICA Group Wealth Management
Colorado
$11.8K +$13.3K +255 New
FFA
500
Farther Finance Advisors
California
$11.8K +$4.53K +87 +51%

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.