ClarivateCLVT
Market Cap: 4.7B
About: Clarivate is a data, information, and software workflow solutions company serving customers primarily in academia, government, law, life sciences, and healthcare. The company was formerly part of Thomson Reuters before being sold to private equity as an independent company in 2016. In 2019, Clarivate went public on the New York Stock Exchange. Around half of the company's revenue is generated in the Americas while Europe, Middle East, and Africa account for around a quarter.
Employees: 12,000
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
4.35% less ownership
Funds ownership: 89.61% [Q4 2023] → 85.26% (-4.35%) [Q1 2024]
7% less funds holding
Funds holding: 214 [Q4 2023] → 199 (-15) [Q1 2024]
10% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 78
17% less funds holding in top 10
Funds holding in top 10: 12 [Q4 2023] → 10 (-2) [Q1 2024]
23% less capital invested
Capital invested by funds: $5.51B [Q4 2023] → $4.22B (-$1.29B) [Q1 2024]
32% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 47
50% less call options, than puts
Call options by funds: $307K | Put options by funds: $619K
Research analyst outlook
5 Wall Street Analysts provided 1 year price forecasts over the past 6 months
5 analyst ratings
Goldman Sachs George Tong | 7%upside $7.5 | Buy Maintained | 9 May 2024 |
Morgan Stanley Toni Kaplan | 14%upside $8 | Equal-Weight Maintained | 28 Feb 2024 |
Barclays Manav Patnaik | 15%downside $6 | Underweight Maintained | 28 Feb 2024 |
RBC Capital Ashish Sabadra | 14%upside $8 | Sector Perform Maintained | 28 Feb 2024 |
Oppenheimer Owen Lau | 42%upside $10 | Outperform Maintained | 28 Feb 2024 |
Financial journalist opinion
Based on 11 articles about CLVT published over the past 30 days