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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
Federated Hermes
101
Federated Hermes
Pennsylvania
$14.5M +$1.16M +22,345 +8%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$14M +$126K +2,418 +0.8%
IAM
103
Ion Asset Management
Israel
$13.9M +$7.29M +140,000 +88%
SRFM
104
Shannon River Fund Management
New York
$13.9M -$434K -8,330 -3%
Citadel Advisors
105
Citadel Advisors
Florida
$13.6M -$399M -7,659,816 -96%
Asset Management One
106
Asset Management One
Japan
$13.5M -$2.66M -51,017 -15%
WPI
107
Walter Public Investments
Canada
$13.2M +$124K +2,382 +0.8%
LFDLE
108
La Financiere de L'Echiquier
France
$12.2M +$2.22M +42,576 +19%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$12.1M +$9.41M +180,600 +224%
RJA
110
Raymond James & Associates
Florida
$11.5M +$607K +11,648 +5%
PI
111
PineBridge Investments
New York
$11.3M -$1.6M -30,811 -11%
AAMU
112
APG Asset Management US
New York
$11.2M +$10.2M +196,063 +395%
BA
113
Bridgewater Associates
Connecticut
$10.9M +$3.97M +76,231 +48%
DCM
114
Driehaus Capital Management
Illinois
$10.5M -$11M -210,353 -48%
BCIM
115
British Columbia Investment Management
British Columbia, Canada
$10.4M +$209K +4,016 +2%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$10.1M -$395K -7,584 -3%
Arrowstreet Capital
117
Arrowstreet Capital
Massachusetts
$10.1M -$37.9M -727,673 -77%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$9.9M +$167K +3,201 +2%
Franklin Resources
119
Franklin Resources
California
$9.79M +$10.4M +198,896 +1,681%
CWM
120
Congress Wealth Management
Massachusetts
$9.78M +$10.5M +202,202 +2,392%
DIA
121
Davidson Investment Advisors
Montana
$9.78M +$11M +210,495 New
TPSF
122
Texas Permanent School Fund
Texas
$9.74M +$190K +3,645 +2%
APG Asset Management
123
APG Asset Management
Netherlands
$9.48M +$2.34M +44,981 +26%
CLGM
124
Capitolis Liquid Global Markets
New York
$9.31M +$10.4M +200,400 New
Prudential Financial
125
Prudential Financial
New Jersey
$9.29M -$21.8M -418,476 -68%

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.