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Dynatrace

428 hedge funds and large institutions have $11.9B invested in Dynatrace in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 191 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $137M | Put options by funds: $54.7M

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

63% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 117

10% more capital invested

Capital invested by funds: $10.8B → $11.9B (+$1.09B)

10% more funds holding

Funds holding: 390428 (+38)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1.08% less ownership

Funds ownership: 98.63%97.55% (-1.1%)

Holders
428
Holders Change
+38
Holders Change %
+9.74%
% of All Funds
6.82%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
81
Increased
191
Reduced
117
Closed
40
Calls
$137M
Puts
$54.7M
Net Calls
+$82.1M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TB
1
Thoma Bravo
Illinois
$2.94B -$598M -14,773,500 -18%
BlackRock
2
BlackRock
New York
$977M +$33.6M +828,960 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$909M +$72.3M +1,784,787 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$695M +$194M +4,791,026 +41%
Brown Advisory
5
Brown Advisory
Maryland
$472M -$60.9M -1,503,465 -12%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$343M +$17.8M +439,914 +6%
FCM
7
Farallon Capital Management
California
$329M -$5.26M -130,000 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$293M +$269M +6,642,452 +2,277%
State Street
9
State Street
Massachusetts
$287M +$23.1M +570,135 +9%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$265M -$17.3M -427,693 -6%
HCM
11
HMI Capital Management
California
$225M -$42.4M -1,046,610 -16%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$198M +$66.7K +1,648 +0%
Goldman Sachs
13
Goldman Sachs
New York
$177M -$158M -3,904,098 -48%
RC
14
RGM Capital
Florida
$147M +$18.4M +454,167 +15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$129M +$12.9M +318,775 +12%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$107M +$25.1M +620,200 +33%
Citadel Advisors
17
Citadel Advisors
Florida
$105M -$159M -3,922,180 -61%
Norges Bank
18
Norges Bank
Norway
$95.8M +$4.73M +116,855 +5%
AllianceBernstein
19
AllianceBernstein
Tennessee
$90.5M -$16.4M -404,843 -16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$90.4M +$3.66M +90,398 +4%
ACH
21
ArrowMark Colorado Holdings
Colorado
$85.2M +$9.84M +242,987 +14%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$84.6M +$81M +2,000,000 New
Holocene Advisors
23
Holocene Advisors
New York
$82.2M +$44.8M +1,106,258 +132%
Northern Trust
24
Northern Trust
Illinois
$78M +$6.07M +149,824 +9%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$74.7M +$8.88M +219,391 +14%

DT Hedge Fund Activity: Q1 2023 in Review

428 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q1 2023, worth a combined $11.9B — up 10% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DT positions and 40 closed out — a net gain of 41 holders — while 191 added to existing stakes and 117 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $269M. The largest seller was Thoma Bravo, cutting an estimated $598M.

  • 428 institutional investors held Dynatrace (DT) as of Q1 2023, up from 390 in Q4 2022.
  • Funds reported $11.9B of Dynatrace stock for Q1 2023, up 10% quarter-over-quarter.
  • 81 funds opened new Dynatrace positions in Q1 2023 and 40 closed out, a net change of +41 holders.
  • The largest Dynatrace buyer in Q1 2023 was T. Rowe Price Associates, an estimated $269M added.
  • The largest Dynatrace seller in Q1 2023 was Thoma Bravo, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2023.