Certara
CERT
219 hedge funds and large institutions have $2.15B invested in Certara in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 20 closing their positions.
230% more call options, than puts
Call options by funds: $178K | Put options by funds: $54K
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
3% more funds holding
Funds holding: 212 → 219 (+7)
7% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 74
3% more capital invested
Capital invested by funds: $2.09B → $2.15B (+$54.8M)
0.69% more ownership
Funds ownership: 74.38% → 75.07% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$28.1M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$16.1M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$12.3M |
| 4 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$9.99M |
| 5 |
JP Morgan Chase
New York
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$22.8M |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$13.5M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$11.6M |
| 4 |
Morgan Stanley
New York
|
-$9.64M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$6.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFCM
226
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$189K | -10,735 | Closed |
|
227
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$187K | -10,607 | Closed |
|
|
BCV
228
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$177K | -10,072 | Closed |
|
229
SG Americas Securities
New York
| – | -$120K | -6,839 | Closed |
|
|
C
230
Covestor
London,
United Kingdom
| – | -$89.1K | -5,165 | -100% |
|
|
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$13.9K | -790 | Closed |
|
|
BTI
232
Blue Trust Inc
Alpharetta,
Georgia
| – | -$7K | -490 | Closed |
|
|
EC
233
EntryPoint Capital
New York
| – | -$5.56K | -316 | Closed |
|
|
IA
234
IFP Advisors
Tampa,
Florida
| – | -$1.81K | -103 | Closed |
|
|
CPG
235
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$862 | -49 | Closed |
|
|
RIM
236
Ranger Investment Management
Dallas,
Texas
| – | -$862 | -49 | Closed |
|
|
AF
237
Advisornet Financial
Minnetonka,
Minnesota
| – | -$88 | -5 | Closed |
|
|
FGAM
238
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$26 | -2 | Closed |
|
CERT Hedge Fund Activity: Q1 2024 in Review
219 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2024, worth a combined $2.15B — up 2.6% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CERT positions and 20 closed out — a net gain of 7 holders — while 79 added to existing stakes and 74 trimmed.
The largest buyer was London Company of Virginia, opening a new position worth an estimated $28.1M. The largest seller was William Blair Investment Management, cutting an estimated $22.8M.
- 219 institutional investors held Certara (CERT) as of Q1 2024, up from 212 in Q4 2023.
- Funds reported $2.15B of Certara stock for Q1 2024, up 2.6% quarter-over-quarter.
- 27 funds opened new Certara positions in Q1 2024 and 20 closed out, a net change of +7 holders.
- The largest Certara buyer in Q1 2024 was London Company of Virginia, an estimated $28.1M added.
- The largest Certara seller in Q1 2024 was William Blair Investment Management, an estimated $22.8M sold.
Based on aggregated 13F filings for Q1 2024.