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Certara
CERT

215 hedge funds and large institutions have $1.66B invested in Certara in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.57% less ownership

Funds ownership: 75.07% → 74.5% (-0.57%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

2% less funds holding

Funds holding: 219 → 215 (-4)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

23% less capital invested

Capital invested by funds: $2.15B → $1.66B (-$487M)

41% less call options, than puts

Call options by funds: $133K | Put options by funds: $226K

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
69
Reduced
87
Closed
28
Calls
$133K
Puts
$226K
Net Calls
-$93K
Net Calls Change
-$217K

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$40.1M
2
GCM
Geneva Capital Management
Wisconsin
+$17.6M
3
DG
Daventry Group
New York
+$13M
4
BCM
Boone Capital Management
Georgia
+$11.8M
5
TCM
TimesSquare Capital Management
New York
+$6.69M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$28.8M
2
BAMCO Inc
BAMCO Inc
New York
-$13.9M
3
BlackRock
BlackRock
New York
-$9.29M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$8.26M
5
First Trust Advisors
First Trust Advisors
Illinois
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capstone Investment Advisors
226
Capstone Investment Advisors
New York
– -$245K -13,711 Closed
ECM
227
ExodusPoint Capital Management
New York
– -$242K -13,534 Closed
Cerity Partners
228
Cerity Partners
New York
– -$207K -11,597 Closed
FA
229
FDx Advisors
Illinois
– -$206K -11,495 Closed
AIG
230
American International Group
New York
– -$113K -6,315 Closed
WT
231
Whittier Trust
California
– -$23K -1,288 Closed
ACM
232
Aquatic Capital Management
Illinois
– -$17.9K -1,000 Closed
CFM
233
Catalyst Funds Management
Australia
– -$7.15K -400 Closed
SS
234
Sunbelt Securities
Texas
– -$5.81K -325 Closed
VCM
235
Versant Capital Management
Arizona
– -$4.52K -253 Closed
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
– -$2.43K -135 Closed
First Manhattan
237
First Manhattan
New York
– -$1.79K -100 Closed
SWS
238
SYSTM Wealth Solutions
Illinois
– -$1.72K -96 Closed
A
239
AlphaQuest
New York
– -$1.48K -83 Closed
TFA
240
Toth Financial Advisory
Virginia
– -$1.34K -75 Closed
AW
241
Avion Wealth
Texas
– -$1K -27 Closed
CAL
242
Capital Advisors Ltd
Ohio
– -$131 -8 -33%
6 7 8 9
10

CERT Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q2 2024, worth a combined $1.66B — down 23% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CERT and 27 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 69 added.

The largest buyer was Wasatch Advisors, adding an estimated $40.1M. The largest seller was Ameriprise, cutting an estimated $28.8M.

  • 215 institutional investors held Certara (CERT) as of Q2 2024, down from 219 in Q1 2024.
  • Funds reported $1.66B of Certara stock for Q2 2024, down 23% quarter-over-quarter.
  • 27 funds opened new Certara positions in Q2 2024 and 28 closed out, a net change of -1 holder.
  • The largest Certara buyer in Q2 2024 was Wasatch Advisors, an estimated $40.1M added.
  • The largest Certara seller in Q2 2024 was Ameriprise, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2024.