We are live on ! Find out more
DT icon

Dynatrace

530 hedge funds and large institutions have $15.1B invested in Dynatrace in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 265 increasing their positions, 139 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 139

56% more call options, than puts

Call options by funds: $217M | Put options by funds: $139M

19% more capital invested

Capital invested by funds: $12.7B → $15.1B (+$2.47B)

0.19% more ownership

Funds ownership: 94.94%95.13% (+0.19%)

4% less funds holding

Funds holding: 550530 (-20)

16% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 91

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
530
Holders Change
-20
Holders Change %
-3.64%
% of All Funds
7.61%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
76
Increased
265
Reduced
139
Closed
91
Calls
$217M
Puts
$139M
Net Calls
+$77.8M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
601
Opal Wealth Advisors
New York
-$52.7K -1,178 Closed
Loomis, Sayles & Company
602
Loomis, Sayles & Company
Massachusetts
-$35K -792 Closed
CFB
603
Cullen/Frost Bankers
Texas
-$27.1K -570 Closed
IC
604
Innealta Capital
Texas
-$16.3K -365 Closed
AGWCA
605
Annis Gardner Whiting Capital Advisors
Florida
-$14.6K -326 Closed
ATPW
606
Ashton Thomas Private Wealth
Arizona
-$12.7K -284 Closed
CTC
607
Central Trust Company
Missouri
-$10.7K -240 Closed
N
608
Natixis
France
-$9.22K -206 Closed
NFSG
609
Newbridge Financial Services Group
Florida
-$8.95K -200 Closed
GIA
610
GHP Investment Advisors
Colorado
-$5.15K -115 Closed
TSWM
611
Tyler-Stone Wealth Management
Ohio
-$4.47K -100 Closed
RFG
612
RFP Financial Group
Georgia
-$4.38K -98 Closed
CA
613
Crewe Advisors
Utah
-$3.09K -69 Closed
TWC
614
TD Waterhouse Canada
Ontario, Canada
-$2.52K -56 Closed
AA
615
Ancora Advisors
Ohio
-$2.24K -50 Closed
VNA
616
Valley National Advisers
Pennsylvania
-$2K -45 Closed
RAM
617
Riggs Asset Management
Pennsylvania
-$1.16K -26 Closed
AWM
618
Abound Wealth Management
Tennessee
-$806 -18 Closed
ACM
619
Anfield Capital Management
California
-$224 -5 Closed
HIA
620
Harbor Investment Advisory
Maryland
-$89 -2 Closed
HGERS
621
Householder Group Estate & Retirement Specialist
Arizona
+$143 +3 New

DT Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q3 2024, worth a combined $15.1B — up 19% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of DT and 76 opened new positions — a net loss of 15 holders — while 139 trimmed existing stakes and 265 added.

The largest buyer was BlackRock, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $302M.

  • 530 institutional investors held Dynatrace (DT) as of Q3 2024, down from 550 in Q2 2024.
  • Funds reported $15.1B of Dynatrace stock for Q3 2024, up 19% quarter-over-quarter.
  • 76 funds opened new Dynatrace positions in Q3 2024 and 91 closed out, a net change of -15 holders.
  • The largest Dynatrace buyer in Q3 2024 was BlackRock, an estimated $199M added.
  • The largest Dynatrace seller in Q3 2024 was Fidelity Investments, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2024.