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Certara
CERT

Overview Fund Activity

210 hedge funds and large institutions have $1.98B invested in Certara in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
80
Reduced
74
Closed
39
Calls
$888K
Puts
$58K
Net Calls
+$830K
Net Calls Change
-$194K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$48.9M
2
GCM
2
Geneva Capital Management
Wisconsin
$54.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$27.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$230M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.8M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$74.8M
4
RP
4
Riverbridge Partners
Minnesota
$54.2M
5
EA
5
Emerald Advisers
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
226
Sumitomo Mitsui Trust Group
Japan
– -$415K -17,203 Closed
FC
227
FORA Capital
Florida
– -$412K -17,100 Closed
VFA
228
Voya Financial Advisors
Connecticut
– -$403K -16,912 Closed
PAS
229
Park Avenue Securities
New York
– -$385K -15,976 Closed
MML Investors Services
230
MML Investors Services
Massachusetts
– -$345K -14,307 Closed
X
231
Xponance
Pennsylvania
– -$279K -11,569 Closed
PRC
232
Pearl River Capital
Michigan
– -$250K -10,386 Closed
BWM
233
Baron Wealth Management
Michigan
– -$207K -8,567 Closed
BEI
234
Benjamin Edwards Inc
Missouri
– -$82K -3,421 Closed
HWM
235
HighMark Wealth Management
Minnesota
– -$52.7K -2,187 Closed
HFM
236
Harvest Fund Management
China
– -$37K -1,547 Closed
CFB
237
Cullen/Frost Bankers
Texas
– -$25.1K -1,040 Closed
Loomis, Sayles & Company
238
Loomis, Sayles & Company
Massachusetts
– -$10K -408 Closed
CT
239
Colonial Trust
South Carolina
– -$8.88K -373 Closed
BAM
240
Belpointe Asset Management
Nevada
– -$7.69K -319 Closed
TWA
241
TCI Wealth Advisors
Arizona
– -$3.96K -164 Closed
TPCW
242
TD Private Client Wealth
New York
– -$2.72K -113 Closed
CAM
243
ClariVest Asset Management
California
– -$2K -99 Closed
MCM
244
Manchester Capital Management
Vermont
– -$1.79K -74 Closed
EI
245
Ellevest Inc
New York
– -$747 -31 Closed
BF
246
BOK Financial
Oklahoma
– -$313 -13 Closed
SC
247
Schubert & Co
Texas
– -$121 -5 Closed
6 7 8 9
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