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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
MG
476
Mather Group
Illinois
$23.3K +$19.6K +411 +1,644%
SAM
477
Smartleaf Asset Management
Massachusetts
$23.1K +$17.4K +365 +521%
RS
478
Rakuten Securities
Japan
$21.4K -$952 -20 -5%
AAG
479
Armstrong Advisory Group
Massachusetts
$16K
HNB
480
Huntington National Bank
Ohio
$14.9K -$3.29K -69 -20%
TWD
481
True Wealth Design
Ohio
$13.5K +$11.5K +241 +2,191%
GFPC
482
Global Financial Private Client
Florida
$13K +$11.6K +243 New
Nisa Investment Advisors
483
Nisa Investment Advisors
Missouri
$10.4K -$396K -8,320 -98%
WT
484
Whittier Trust
California
$8.98K +$8K +168 New
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.61K +$7.67K +161 New
IA
486
IFP Advisors
Florida
$8.45K +$4.14K +87 +123%
AF
487
Advisornet Financial
Minnesota
$7.33K +$476 +10 +8%
CA
488
CoreCap Advisors
Michigan
$7.22K +$6.43K +135 New
JWA
489
JFS Wealth Advisors
Pennsylvania
$6.36K +$190 +4 +3%
PWMG
490
Prestige Wealth Management Group
New Jersey
$5.72K
WTC
491
WhitTier Trust Company
Nevada
$5.56K
CA
492
Continuum Advisory
Idaho
$5.39K
SIC
493
Salem Investment Counselors
North Carolina
$5.35K -$9.52K -200 -67%
BC
494
Barrett & Company
Rhode Island
$5.35K +$2.38K +50 +100%
KFI
495
Key Financial Inc
Pennsylvania
$5.29K
HWM
496
Hemington Wealth Management
Virginia
$5K +$4.81K +101 New
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$4.81K
EWA
498
EverSource Wealth Advisors
Alabama
$4.76K +$2.76K +58 +187%
WTA
499
Washington Trust Advisors
Massachusetts
$4.67K +$2.38K +50 +135%
LFA
500
LGT Financial Advisors
Texas
$4.54K

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.