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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
BCMLT
526
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.24K +$2.3K +50 New
CAS
527
Coppell Advisory Solutions
Texas
$2.1K +$2.17K +47 New
CAL
528
Capital Advisors Ltd
Ohio
$2K -$553 -12 -25%
NS
529
NBC Securities
Alabama
$2K
VNA
530
Valley National Advisers
Pennsylvania
$2K +$691 +15 +50%
KA
531
Kozak & Associates
Colorado
$1.75K
WTA
532
Washington Trust Advisors
Massachusetts
$1.67K +$1.71K +37 New
EWA
533
EverSource Wealth Advisors
Alabama
$1.36K +$1.43K +31 New
S
534
Sachetta
Massachusetts
$1.3K +$599 +13 +81%
RAM
535
Riggs Asset Management
Pennsylvania
$1.16K +$1.2K +26 New
MG
536
Mather Group
Illinois
$1.16K -$92 -2 -7%
SIC
537
SJS Investment Consulting
Ohio
$1.03K -$46 -1 -4%
NMM
538
Naples Money Management
Florida
$946
AWM
539
Abound Wealth Management
Tennessee
$806
CAM
540
ClariVest Asset Management
California
$805 -$1.8M -39,030 -100%
TWD
541
True Wealth Design
Ohio
$493 +$92 +2 +22%
RCM
542
Raleigh Capital Management
North Carolina
$447
ACM
543
Anfield Capital Management
California
$224
RIL
544
Rothschild Investment LLC
Illinois
$224
MCM
545
MV Capital Management
Maryland
$90 -$46 -1 -33%
HIA
546
Harbor Investment Advisory
Maryland
$89 -$2.67K -58 -97%
LFG
547
Larson Financial Group
Missouri
$89
GI
548
Gradient Investments
Minnesota
$45 +$46 +1 New
TB
549
Thoma Bravo
Illinois
-$356M -7,657,741 Closed
PL
550
Perpetual Ltd
Australia
-$86.7M -1,866,129 Closed

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.