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Dynatrace

550 hedge funds and large institutions have $12.7B invested in Dynatrace in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 219 increasing their positions, 194 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $173M | Put options by funds: $81.3M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

26% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 66

13% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 194

2.77% more ownership

Funds ownership: 92.17%94.94% (+2.8%)

1% more funds holding

Funds holding: 542550 (+8)

0% more capital invested

Capital invested by funds: $12.7B → $12.7B (+$24.1M)

Holders
550
Holders Change
+8
Holders Change %
+1.48%
% of All Funds
7.94%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
83
Increased
219
Reduced
194
Closed
66
Calls
$173M
Puts
$81.3M
Net Calls
+$91.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
N
501
Natixis
France
$9.22K -$1.24M -26,860 -99%
NFSG
502
Newbridge Financial Services Group
Florida
$8.95K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$8.73K +$4.33K +94 +93%
UB
504
UMB Bank
Missouri
$8.19K +$5.48K +119 +186%
HI
505
Harbour Investments
Wisconsin
$6.13K +$3.5K +76 +125%
AF
506
Advisornet Financial
Minnesota
$5.68K -$4.47K -97 -43%
JWA
507
JFS Wealth Advisors
Pennsylvania
$5.15K
GIA
508
GHP Investment Advisors
Colorado
$5.15K +$5.3K +115 New
PWMG
509
Prestige Wealth Management Group
New Jersey
$4.79K +$3.23K +70 +189%
WTC
510
WhitTier Trust Company
Nevada
$4.65K +$2.12K +46 +79%
CA
511
Continuum Advisory
Idaho
$4.47K
TSWM
512
Tyler-Stone Wealth Management
Ohio
$4.47K
KFI
513
Key Financial Inc
Pennsylvania
$4.43K
RFG
514
RFP Financial Group
Georgia
$4.38K
O
515
Ossiam
France
$4.21K +$4.33K +94 New
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$4.03K
LFA
517
LGT Financial Advisors
Texas
$3.8K
BIA
518
Bell Investment Advisors
California
$3.76K
IA
519
IFP Advisors
Florida
$3.18K +$1.57K +34 +92%
CA
520
Crewe Advisors
Utah
$3.09K +$3.18K +69 New
SAM
521
Smartleaf Asset Management
Massachusetts
$3.08K +$1.94K +42 +150%
TWC
522
TD Waterhouse Canada
Ontario, Canada
$2.52K +$2.58K +56 New
JFA
523
JNBA Financial Advisors
Minnesota
$2.37K
AA
524
Ancora Advisors
Ohio
$2.24K +$2.3K +50 New
BC
525
Barrett & Company
Rhode Island
$2.24K +$2.3K +50 New

DT Hedge Fund Activity: Q2 2024 in Review

550 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q2 2024, worth a combined $12.7B — up 0.19% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DT positions and 66 closed out — a net gain of 17 holders — while 219 added to existing stakes and 194 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $310M. The largest seller was Thoma Bravo, exiting entirely with an estimated $356M sold.

  • 550 institutional investors held Dynatrace (DT) as of Q2 2024, up from 542 in Q1 2024.
  • Funds reported $12.7B of Dynatrace stock for Q2 2024, up 0.19% quarter-over-quarter.
  • 83 funds opened new Dynatrace positions in Q2 2024 and 66 closed out, a net change of +17 holders.
  • The largest Dynatrace buyer in Q2 2024 was Citadel Advisors, an estimated $310M added.
  • The largest Dynatrace seller in Q2 2024 was Thoma Bravo, an estimated $356M sold.

Based on aggregated 13F filings for Q2 2024.