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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
BIA
501
Bell Investment Advisors
California
$4.49K
BIG
502
Brooklyn Investment Group
New York
$4.06K +$3.62K +76 New
S
503
Sachetta
Massachusetts
$3.74K +$1.95K +41 +141%
RIL
504
Rothschild Investment LLC
Illinois
$3.53K +$2.9K +61 +1,220%
HI
505
Harbour Investments
Wisconsin
$3.31K -$3.57K -75 -55%
NS
506
NBC Securities
Alabama
$3K +$381 +8 +14%
JFA
507
JNBA Financial Advisors
Minnesota
$2.83K
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.67K
CT
509
Colonial Trust
South Carolina
$2.53K +$2.29K +48 New
CAS
510
Coppell Advisory Solutions
Texas
$2.49K
BWP
511
Baldwin Wealth Partners
Massachusetts
$2.14K +$1.9K +40 New
KA
512
Kozak & Associates
Colorado
$2.09K
CAL
513
Capital Advisors Ltd
Ohio
$2K
SIC
514
SJS Investment Consulting
Ohio
$1.39K +$143 +3 +13%
LFG
515
Larson Financial Group
Missouri
$1.28K +$1.05K +22 +1,100%
WWP
516
WR Wealth Planners
Missouri
$1.28K +$1.14K +24 New
FMP
517
Financial Management Professionals
Texas
$1K +$238 +5 +45%
AW
518
Avion Wealth
Texas
$1K +$1.14K +24 +240%
ST
519
Smithfield Trust
Pennsylvania
$1K +$1.19K +25 New
NMM
520
Naples Money Management
Florida
$962 -$143 -3 -14%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$910 -$8.47K -178 -91%
CAM
522
ClariVest Asset Management
California
$805
IAIM
523
International Assets Investment Management
Florida
$569 +$1.45M +30,424 New
RCM
524
Raleigh Capital Management
North Carolina
$535
CA
525
Claris Advisors
Missouri
$428 +$381 +8 New

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.