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Dynatrace

542 hedge funds and large institutions have $12.7B invested in Dynatrace in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 258 increasing their positions, 143 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $170M | Put options by funds: $89M

80% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 143

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

6% more funds holding

Funds holding: 513542 (+29)

0.85% less ownership

Funds ownership: 93.02%92.17% (-0.85%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

18% less capital invested

Capital invested by funds: $15.5B → $12.7B (-$2.83B)

Holders
542
Holders Change
+29
Holders Change %
+5.65%
% of All Funds
7.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
105
Increased
258
Reduced
143
Closed
72
Calls
$170M
Puts
$89M
Net Calls
+$81.4M
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
526
Mather Group
Illinois
$1.48K +$1.41K +27 New
GRP
527
Global Retirement Partners
California
$1.3K -$1.3K -25 -47%
SAM
528
Smartleaf Asset Management
Massachusetts
$1.29K +$52 +1 +4%
SIC
529
SJS Investment Consulting
Ohio
$1.11K -$52 -1 -4%
VNA
530
Valley National Advisers
Pennsylvania
$1K -$521 -10 -25%
FMP
531
Financial Management Professionals
Texas
$1K -$260 -5 -31%
NMM
532
Naples Money Management
Florida
$975 +$1.09K +21 New
S
533
Sachetta
Massachusetts
$876
AWM
534
Abound Wealth Management
Tennessee
$836
VCM
535
Versant Capital Management
Arizona
$697
RCM
536
Raleigh Capital Management
North Carolina
$464 +$260 +5 +100%
TWD
537
True Wealth Design
Ohio
$418 +$208 +4 +80%
RIL
538
Rothschild Investment LLC
Illinois
$232
ACM
539
Anfield Capital Management
California
$232 +$260 +5 New
MCM
540
MV Capital Management
Maryland
$140 +$156 +3 New
HGERS
541
Householder Group Estate & Retirement Specialist
Arizona
$139
LFG
542
Larson Financial Group
Missouri
$93
Lord, Abbett & Co
543
Lord, Abbett & Co
New Jersey
-$111M -2,025,403 Closed
Alyeska Investment Group
544
Alyeska Investment Group
Illinois
-$82.6M -1,511,136 Closed
JCM
545
Junto Capital Management
New York
-$32.5M -593,513 Closed
Adage Capital Partners
546
Adage Capital Partners
Massachusetts
-$26M -475,000 Closed
CCM
547
Cinctive Capital Management
New York
-$22.9M -418,869 Closed
PCH
548
Polar Capital Holdings
United Kingdom
-$21.8M -398,743 Closed
UI
549
Untitled Investments
New York
-$14.7M -269,170 Closed
SPC
550
Stony Point Capital
New York
-$13M -237,287 Closed

DT Hedge Fund Activity: Q1 2024 in Review

542 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q1 2024, worth a combined $12.7B — down 18% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DT positions and 72 closed out — a net gain of 33 holders — while 258 added to existing stakes and 143 trimmed.

The largest buyer was Dragoneer Investment Group, opening a new position worth an estimated $238M. The largest seller was Thoma Bravo, cutting an estimated $890M.

  • 542 institutional investors held Dynatrace (DT) as of Q1 2024, up from 513 in Q4 2023.
  • Funds reported $12.7B of Dynatrace stock for Q1 2024, down 18% quarter-over-quarter.
  • 105 funds opened new Dynatrace positions in Q1 2024 and 72 closed out, a net change of +33 holders.
  • The largest Dynatrace buyer in Q1 2024 was Dragoneer Investment Group, an estimated $238M added.
  • The largest Dynatrace seller in Q1 2024 was Thoma Bravo, an estimated $890M sold.

Based on aggregated 13F filings for Q1 2024.