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Dynatrace

550 hedge funds and large institutions have $12.7B invested in Dynatrace in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 219 increasing their positions, 194 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $173M | Put options by funds: $81.3M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

26% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 66

13% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 194

2.77% more ownership

Funds ownership: 92.17%94.94% (+2.8%)

1% more funds holding

Funds holding: 542550 (+8)

0% more capital invested

Capital invested by funds: $12.7B → $12.7B (+$24.1M)

Holders
550
Holders Change
+8
Holders Change %
+1.48%
% of All Funds
7.94%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
83
Increased
219
Reduced
194
Closed
66
Calls
$173M
Puts
$81.3M
Net Calls
+$91.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
101
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.4M -$5.06M -109,902 -25%
WorldQuant Millennium Advisors
102
WorldQuant Millennium Advisors
New York
$14.4M +$12.2M +265,816 +476%
Victory Capital Management
103
Victory Capital Management
Texas
$14.3M -$4.05M -87,913 -22%
WPI
104
Walter Public Investments
Canada
$14.3M +$1.64M +35,626 +13%
CF
105
Corebridge Financial
Texas
$13.8M +$14.2M +307,582 New
APG Asset Management
106
APG Asset Management
Netherlands
$13.6M +$4.87M +105,609 +48%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$13.4M -$7.14M -155,011 -34%
MAM
108
Melqart Asset Management
United Kingdom
$13.4M -$13.9M -301,727 -50%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$13.3M -$193K -4,191 -1%
RJA
110
Raymond James & Associates
Florida
$12.4M +$1.42M +30,768 +12%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$12.3M -$3.59M -77,997 -22%
AAMU
112
APG Asset Management US
New York
$12.3M +$1.2M +26,119 +11%
EGM
113
Engineers Gate Manager
New York
$11.4M -$3.14M -68,203 -21%
Asset Management One
114
Asset Management One
Japan
$10.4M -$2.6M -56,496 -19%
Jacobs Levy Equity Management
115
Jacobs Levy Equity Management
New Jersey
$10.3M +$9.14M +198,394 +619%
First Trust Advisors
116
First Trust Advisors
Illinois
$9.82M -$15.3M -331,266 -60%
CWM
117
Congress Wealth Management
Massachusetts
$9.78M +$363K +7,881 +4%
Wells Fargo
118
Wells Fargo
California
$9.75M +$896K +19,449 +10%
NCL
119
Nishkama Capital LLC
Puerto Rico
$9.32M +$9.6M +208,365 New
CLGM
120
Capitolis Liquid Global Markets
New York
$8.97M
Federated Hermes
121
Federated Hermes
Pennsylvania
$8.54M -$5.59M -121,298 -39%
TAM
122
Trillium Asset Management
Massachusetts
$8.51M +$4.58M +99,334 +109%
PGDP
123
Pragma Gestao de Patrimonio
Brazil
$8.5M +$1.15M +25,000 +15%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$8.47M +$895K +19,421 +11%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$8.36M +$2.78M +60,391 +48%

DT Hedge Fund Activity: Q2 2024 in Review

550 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q2 2024, worth a combined $12.7B — up 0.19% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DT positions and 66 closed out — a net gain of 17 holders — while 219 added to existing stakes and 194 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $310M. The largest seller was Thoma Bravo, exiting entirely with an estimated $356M sold.

  • 550 institutional investors held Dynatrace (DT) as of Q2 2024, up from 542 in Q1 2024.
  • Funds reported $12.7B of Dynatrace stock for Q2 2024, up 0.19% quarter-over-quarter.
  • 83 funds opened new Dynatrace positions in Q2 2024 and 66 closed out, a net change of +17 holders.
  • The largest Dynatrace buyer in Q2 2024 was Citadel Advisors, an estimated $310M added.
  • The largest Dynatrace seller in Q2 2024 was Thoma Bravo, an estimated $356M sold.

Based on aggregated 13F filings for Q2 2024.