Certara
CERT
212 hedge funds and large institutions have $2.09B invested in Certara in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 16 closing their positions.
543% more call options, than puts
Call options by funds: $328K | Put options by funds: $51K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
33% more capital invested
Capital invested by funds: $1.57B → $2.09B (+$523M)
6.86% more ownership
Funds ownership: 67.51% → 74.38% (+6.9%)
5% more funds holding
Funds holding: 201 → 212 (+11)
2% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13M |
| 2 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$12.6M |
| 3 |
2
2Xideas
Kusnacht,
Switzerland
|
+$10.9M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$10.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$24M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$10.9M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$8.93M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.54M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$6.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
226
Activest Wealth Management
Aventure,
Florida
| – | -$1.91K | -131 | Closed |
|
|
CAL
227
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$220 | -15 | -38% |
|
228
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$73 | -5 | Closed |
|
CERT Hedge Fund Activity: Q4 2023 in Review
212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2023, worth a combined $2.09B — up 33% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CERT positions and 16 closed out — a net gain of 14 holders — while 80 added to existing stakes and 82 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $24M sold.
- 212 institutional investors held Certara (CERT) as of Q4 2023, up from 201 in Q3 2023.
- Funds reported $2.09B of Certara stock for Q4 2023, up 33% quarter-over-quarter.
- 30 funds opened new Certara positions in Q4 2023 and 16 closed out, a net change of +14 holders.
- The largest Certara buyer in Q4 2023 was Morgan Stanley, an estimated $13M added.
- The largest Certara seller in Q4 2023 was Alyeska Investment Group, an estimated $24M sold.
Based on aggregated 13F filings for Q4 2023.