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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
SAG
576
SageView Advisory Group
California
-$539K -9,085 Closed
SC
577
Shay Capital
New York
-$443K -8,500 Closed
PWM
578
Perigon Wealth Management
California
-$454K -8,298 Closed
PP
579
Prudential plc
United Kingdom
-$454K -8,297 Closed
VI
580
Versor Investments
New York
-$351K -6,416 Closed
CCS
581
Concentric Capital Strategies
Connecticut
-$313K -5,716 Closed
WAM
582
Weiss Asset Management
Massachusetts
-$297K -5,430 Closed
PRC
583
Pearl River Capital
Michigan
-$282K -5,163 Closed
OIA
584
OneDigital Investment Advisors
Kansas
-$279K -5,100 Closed
BBA
585
Braun-Bostich & Associates
Pennsylvania
-$272K -4,967 Closed
WMA
586
Wealth Management Associates
New Jersey
-$270K -4,938 Closed
CCM
587
Coldstream Capital Management
Washington
-$255K -4,659 Closed
ONGA
588
O'Neil Global Advisors
California
-$242K -4,433 Closed
1WA
589
180 Wealth Advisors
Washington
-$217K -4,111 Closed
AIMCA
590
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$224K -4,100 Closed
Aberdeen Group
591
Aberdeen Group
United Kingdom
-$221K -4,035 Closed
EI
592
Ethic Inc
New York
-$212K -3,873 Closed
MRCM
593
M&R Capital Management
New Jersey
-$186K -3,393 Closed
TWC
594
TD Waterhouse Canada
Ontario, Canada
-$174K -3,377 Closed
ITFISA
595
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$142K -2,600 Closed
O
596
Ossiam
France
-$109K -1,984 Closed
VL
597
Vima LLC
Michigan
-$104K -1,905 Closed
HFM
598
Harvest Fund Management
China
-$74K -1,346 Closed
CJ
599
Caitlin John
Michigan
-$48.1K -879 Closed
TCG
600
Transcendent Capital Group
Oklahoma
-$41K -750 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.