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Dynatrace

513 hedge funds and large institutions have $15.5B invested in Dynatrace in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 223 increasing their positions, 139 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

75% more call options, than puts

Call options by funds: $199M | Put options by funds: $114M

60% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 139

18% more capital invested

Capital invested by funds: $13.2B → $15.5B (+$2.32B)

12% more funds holding

Funds holding: 459513 (+54)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2.77% less ownership

Funds ownership: 95.79%93.02% (-2.8%)

Holders
513
Holders Change
+54
Holders Change %
+11.76%
% of All Funds
7.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
101
Increased
223
Reduced
139
Closed
43
Calls
$199M
Puts
$114M
Net Calls
+$85.2M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Cota Capital Management
California
$44.6M
BAMCO Inc
52
BAMCO Inc
New York
$42.9M +$4.59M +90,834 +13%
Swiss National Bank
53
Swiss National Bank
Switzerland
$42.6M -$1.11M -21,900 -3%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$40.6M +$2.58M +51,137 +7%
Jennison Associates
55
Jennison Associates
New York
$39.6M +$35.5M +702,603 +3,184%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$39.1M -$590K -11,666 -2%
Legal & General Group
57
Legal & General Group
United Kingdom
$37.8M -$4.6M -90,994 -12%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$34M -$2.33M -46,090 -7%
SO
59
STRS Ohio
Ohio
$33.9M +$6.92M +136,954 +28%
Prudential Financial
60
Prudential Financial
New Jersey
$33.8M +$16.4M +323,507 +110%
SEI Investments
61
SEI Investments
Pennsylvania
$32.6M +$8.24M +163,126 +38%
JCM
62
Junto Capital Management
New York
$32.5M +$30M +593,513 New
CM
63
Cercano Management
Washington
$32M +$29.6M +585,515 New
AIM
64
Artemis Investment Management
United Kingdom
$30.9M +$12.1M +240,194 +74%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$29.4M +$164K +3,244 +0.6%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$29.1M -$315K -6,224 -1%
AI
67
Advent International
Massachusetts
$27.9M
Marshall Wace
68
Marshall Wace
United Kingdom
$27.2M -$59.2M -1,170,536 -70%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$26M +$24M +475,000 New
Canada Life
70
Canada Life
Manitoba, Canada
$25.3M +$1.5M +29,708 +7%
First Trust Advisors
71
First Trust Advisors
Illinois
$25.3M -$4.95M -97,898 -17%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$23.9M +$2.58M +50,991 +13%
DCM
73
Driehaus Capital Management
Illinois
$23.9M +$2.94M +58,140 +15%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$23.6M +$92.7K +1,834 +0.4%
VEPM
75
Vista Equity Partners Management
California
$23.2M -$7.08M -140,021 -25%

DT Hedge Fund Activity: Q4 2023 in Review

513 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q4 2023, worth a combined $15.5B — up 18% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DT positions and 43 closed out — a net gain of 58 holders — while 223 added to existing stakes and 139 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $402M. The largest seller was Thoma Bravo, cutting an estimated $1.36B.

  • 513 institutional investors held Dynatrace (DT) as of Q4 2023, up from 459 in Q3 2023.
  • Funds reported $15.5B of Dynatrace stock for Q4 2023, up 18% quarter-over-quarter.
  • 101 funds opened new Dynatrace positions in Q4 2023 and 43 closed out, a net change of +58 holders.
  • The largest Dynatrace buyer in Q4 2023 was Citadel Advisors, an estimated $402M added.
  • The largest Dynatrace seller in Q4 2023 was Thoma Bravo, an estimated $1.36B sold.

Based on aggregated 13F filings for Q4 2023.