Certara
CERT
199 hedge funds and large institutions have $1.5B invested in Certara in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 31 closing their positions.
273% more call options, than puts
Call options by funds: $149K | Put options by funds: $40K
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
4% more funds holding
Funds holding: 192 → 199 (+7)
8% less capital invested
Capital invested by funds: $1.62B → $1.5B (-$128M)
11% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 75
17.52% less ownership
Funds ownership: 76.49% → 58.96% (-18%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$23.7M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$19.2M |
| 3 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$16.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.4M |
| 5 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$9.39M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.02M |
| 3 |
Lazard Asset Management
New York
|
-$8.54M |
| 4 |
CCM
CAAS Capital Management
New York
|
-$7.15M |
| 5 |
Millennium Management
New York
|
-$7.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
226
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$1K | -34 | Closed |
|
|
SFG
227
Steward Financial Group
Colleyville,
Texas
| – | +$15 | +1 | New |
|
|
NA
228
NewEdge Advisors
New Orleans,
Louisiana
| – | +$116 | +8 | New |
|
229
Simplex Trading
Chicago,
Illinois
| – | +$203 | +14 | New |
|
230
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$421 | +29 | New |
|
CERT Hedge Fund Activity: Q4 2022 in Review
199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2022, worth a combined $1.5B — down 7.9% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new CERT positions and 31 closed out — a net gain of 9 holders — while 67 added to existing stakes and 75 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $23.7M. The largest seller was Baillie Gifford & Co, cutting an estimated $9.39M.
- 199 institutional investors held Certara (CERT) as of Q4 2022, up from 192 in Q3 2022.
- Funds reported $1.5B of Certara stock for Q4 2022, down 7.9% quarter-over-quarter.
- 40 funds opened new Certara positions in Q4 2022 and 31 closed out, a net change of +9 holders.
- The largest Certara buyer in Q4 2022 was William Blair Investment Management, an estimated $23.7M added.
- The largest Certara seller in Q4 2022 was Baillie Gifford & Co, an estimated $9.39M sold.
Based on aggregated 13F filings for Q4 2022.