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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B +$119M +2,348,246 +10%
BlackRock
2
BlackRock
New York
$1.39B +$12.3M +244,291 +1%
TB
3
Thoma Bravo
Illinois
$1.35B -$1.36B -26,919,974 -52%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.2B -$5.44M -107,680 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1B +$7.27M +143,780 +0.8%
Brown Advisory
6
Brown Advisory
Maryland
$642M -$1.52M -30,064 -0.3%
Citadel Advisors
7
Citadel Advisors
Florida
$435M +$402M +7,945,393 +105,432%
State Street
8
State Street
Massachusetts
$423M +$16.7M +329,469 +4%
Morgan Stanley
9
Morgan Stanley
New York
$417M +$325M +6,430,968 +536%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$409M -$8.87M -175,475 -2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$366M +$16.5M +326,138 +5%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$246M +$33.9M +670,350 +17%
Ameriprise
13
Ameriprise
Minnesota
$240M +$17.6M +348,279 +9%
American Century Companies
14
American Century Companies
Missouri
$222M +$83.4M +1,650,020 +68%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$207M +$8.58M +169,819 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$201M -$4.11M -81,325 -2%
RC
17
RGM Capital
Florida
$187M -$5.04M -99,777 -3%
Goldman Sachs
18
Goldman Sachs
New York
$184M -$7.94M -157,045 -4%
Norges Bank
19
Norges Bank
Norway
$149M +$21.2M +418,825 +18%
AllianceBernstein
20
AllianceBernstein
Tennessee
$136M +$4.96M +98,109 +4%
Amundi
21
Amundi
France
$135M +$45.6M +901,976 +56%
Bank of America
22
Bank of America
North Carolina
$132M +$22.3M +440,989 +22%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$127M +$1.94M +38,454 +2%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$111M +$1.18M +23,249 +1%
ACH
25
ArrowMark Colorado Holdings
Colorado
$107M -$1.66M -32,864 -2%

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.