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Dynatrace

578 hedge funds and large institutions have $15.5B invested in Dynatrace in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 250 increasing their positions, 161 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

79% more call options, than puts

Call options by funds: $185M | Put options by funds: $103M

55% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 161

9% more funds holding

Funds holding: 530578 (+48)

2% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$329M)

0.29% more ownership

Funds ownership: 95.13%95.43% (+0.29%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
578
Holders Change
+48
Holders Change %
+9.06%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
112
Increased
250
Reduced
161
Closed
55
Calls
$185M
Puts
$103M
Net Calls
+$81.8M
Net Calls Change
+$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
551
Kozak & Associates
Colorado
$2.14K
LFG
552
Larson Financial Group
Missouri
$2.12K +$818 +15 +63%
BWL
553
Bogart Wealth LLC
Virginia
$2.06K +$2.07K +38 New
CAL
554
Capital Advisors Ltd
Ohio
$2K
AW
555
Avion Wealth
Texas
$2K +$273 +5 +15%
RIL
556
Rothschild Investment LLC
Illinois
$1.96K -$1.64K -30 -45%
CSWM
557
Cassady Schiller Wealth Management
Ohio
$1.58K +$1.58K +29 New
HI
558
Harbour Investments
Wisconsin
$1.52K -$1.85K -34 -55%
DRP
559
Decker Retirement Planning
Utah
$1.36K +$1.36K +25 New
GSWM
560
Golden State Wealth Management
California
$1.36K +$1.36K +25 New
SIC
561
SJS Investment Consulting
Ohio
$1.3K -$109 -2 -8%
WWP
562
WR Wealth Planners
Missouri
$1.3K
HI
563
Horizon Investments
North Carolina
$1.09K +$1.09K +20 New
CFFP
564
Center for Financial Planning
Michigan
$1.03K +$1.04K +19 New
CFB
565
Cullen/Frost Bankers
Texas
$1.03K +$1.04K +19 New
ST
566
Smithfield Trust
Pennsylvania
$1K
PFBT
567
Parkside Financial Bank & Trust
Missouri
$925
PWA
568
Principia Wealth Advisory
Texas
$924 +$927 +17 New
FMP
569
Financial Management Professionals
Texas
$870
RCM
570
Raleigh Capital Management
North Carolina
$544
CA
571
Crewe Advisors
Utah
$490 +$491 +9 New
MCM
572
MV Capital Management
Maryland
$327 +$55 +1 +20%
NC
573
NewSquare Capital
Pennsylvania
$326 +$327 +6 New
PWM
574
Parkworth Wealth Management
California
$272 +$273 +5 New
WCM
575
WealthTrak Capital Management
Virginia
$272 +$273 +5 New

DT Hedge Fund Activity: Q4 2024 in Review

578 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q4 2024, worth a combined $15.5B — up 2.2% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new DT positions and 55 closed out — a net gain of 57 holders — while 250 added to existing stakes and 161 trimmed.

The largest buyer was Dragoneer Investment Group, opening a new position worth an estimated $243M. The largest seller was Citadel Advisors, cutting an estimated $268M.

  • 578 institutional investors held Dynatrace (DT) as of Q4 2024, up from 530 in Q3 2024.
  • Funds reported $15.5B of Dynatrace stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 112 funds opened new Dynatrace positions in Q4 2024 and 55 closed out, a net change of +57 holders.
  • The largest Dynatrace buyer in Q4 2024 was Dragoneer Investment Group, an estimated $243M added.
  • The largest Dynatrace seller in Q4 2024 was Citadel Advisors, an estimated $268M sold.

Based on aggregated 13F filings for Q4 2024.