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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
FWM
501
Focused Wealth Management
New York
$1.42K
SIC
502
SJS Investment Consulting
Ohio
$1.37K +$101 +2 +9%
FMP
503
Financial Management Professionals
Texas
$1K
AWM
504
Abound Wealth Management
Tennessee
$985 +$910 +18 New
QL
505
Quarry LP
New York
$984 +$910 +18 New
S
506
Sachetta
Massachusetts
$876 +$809 +16 New
VCM
507
Versant Capital Management
Arizona
$820
TWD
508
True Wealth Design
Ohio
$274
RCM
509
Raleigh Capital Management
North Carolina
$273 +$253 +5 New
RIL
510
Rothschild Investment LLC
Illinois
$273 +$253 +5 New
LFG
511
Larson Financial Group
Missouri
$109 +$101 +2 New
HCM
512
HMI Capital Management
California
-$60.5M -1,294,014 Closed
HHMI
513
Howard Hughes Medical Institute
Maryland
-$15.4M -330,000 Closed
SFM
514
Soros Fund Management
New York
-$6.96M -149,000 Closed
Squarepoint
515
Squarepoint
New York
-$4.67M -92,318 Closed
SFI
516
Susquehanna Fundamental Investments
Pennsylvania
-$3.49M -74,685 Closed
N
517
Natixis
France
-$2.51M -53,654 Closed
OQS
518
Occudo Quantitative Strategies
Florida
-$1.75M -37,549 Closed
Holocene Advisors
519
Holocene Advisors
New York
-$1.63M -34,784 Closed
NYLIM
520
New York Life Investment Management
New York
-$1.21M -25,985 Closed
CRWM
521
Castle Rock Wealth Management
California
-$728K -15,025 Closed
Walleye Trading
522
Walleye Trading
New York
-$662K -13,093 Closed
SPA
523
Sherbrooke Park Advisers
New York
-$566K -12,106 Closed
CP
524
CenterBook Partners
Connecticut
-$561K -12,011 Closed
PI
525
PEAK6 Investments
Illinois
-$604K -11,958 Closed

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.