We are live on ! Find out more
DT icon

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
HIM
526
Hillsdale Investment Management
Ontario, Canada
-$496K -10,620 Closed
SG
527
StoneX Group
New York
-$473K -10,120 Closed
Capstone Investment Advisors
528
Capstone Investment Advisors
New York
-$472K -10,095 Closed
Bank Julius Baer & Co
529
Bank Julius Baer & Co
Switzerland
-$420K -8,988 Closed
NRD
530
Nebula Research & Development
New York
-$334K -7,155 Closed
TCM
531
Teza Capital Management
Illinois
-$329K -7,051 Closed
GBWM
532
Granite Bay Wealth Management
New Hampshire
-$348K -7,002 Closed
AG
533
AIA Group
Hong Kong
-$319K -6,824 Closed
XT
534
XTX Topco
Cayman Islands
-$249K -5,322 Closed
OMC
535
Old Mission Capital
Illinois
-$236K -5,054 Closed
MM
536
MQS Management
New York
-$206K -4,409 Closed
WBC
537
Westpac Banking Corp
Australia
-$173K -3,700 Closed
PPC
538
Park Place Capital
Alabama
-$73.7K -1,577 Closed
KI
539
Kapitalo Investimentos
Brazil
-$50.7K -1,086 Closed
AAP
540
Arax Advisory Partners
Colorado
-$41.4K -886 Closed
SS
541
Sunbelt Securities
Texas
-$18.7K -400 Closed
RTC
542
Riverview Trust Company
Washington
-$17K -364 Closed
GFP
543
Gryphon Financial Partners
Ohio
-$15.8K -338 Closed
CCP
544
Carmel Capital Partners
California
-$12.4K -265 Closed
MMG
545
Monetary Management Group
Missouri
-$11.7K -250 Closed
BAAM
546
Baker Avenue Asset Management
California
-$11.5K -246 Closed
WT
547
Whittier Trust
California
-$11K -236 Closed
HF
548
Halpern Financial
Virginia
-$5.7K -122 Closed
EARNEST Partners
549
EARNEST Partners
Georgia
-$5.61K -120 Closed
PCTC
550
Perkins Coie Trust Company
Washington
-$3.64K -78 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.