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Certara

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 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,431% more call options, than puts

Call options by funds: $888K | Put options by funds: $58K

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0.36% less ownership

Funds ownership: 68.27%67.91% (-0.36%)

2% less funds holding

Funds holding: 215210 (-5)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

24% less capital invested

Capital invested by funds: $2.62B → $1.98B (-$643M)

Holders
210
Holders Change
-5
Holders Change %
-2.33%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
80
Reduced
74
Closed
40
Calls
$888K
Puts
$58K
Net Calls
+$830K
Net Calls Change
-$194K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$16.8M -$43.6M -2,066,155 -69%
GT
27
Glenmede Trust
Pennsylvania
$15.2M +$26.8K +1,269 +0.2%
Norges Bank
28
Norges Bank
Norway
$14.9M -$1.27M -60,204 -7%
Bank of America
29
Bank of America
North Carolina
$13.1M -$1.64M -77,436 -10%
FWIA
30
Fort Washington Investment Advisors
Ohio
$12.3M +$3M +142,220 +27%
RIM
31
Ranger Investment Management
Texas
$11.5M +$2.17M +102,774 +19%
Principal Financial Group
32
Principal Financial Group
Iowa
$10.9M -$762K -36,064 -6%
Millennium Management
33
Millennium Management
New York
$10.5M +$11M +519,360 +945%
Charles Schwab
34
Charles Schwab
California
$10.5M +$88.4K +4,187 +0.7%
SEI Investments
35
SEI Investments
Pennsylvania
$9.75M +$7.49M +354,782 +196%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$9.51M -$611K -28,930 -5%
PM
37
Pembroke Management
Quebec, Canada
$9.29M -$330K -15,622 -3%
Invesco
38
Invesco
Georgia
$9.18M -$1.14M -54,089 -10%
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$8.9M +$10.3M +488,637 New
SAM
40
Silvercrest Asset Management
New York
$7.4M +$3.01M +142,355 +54%
SCA
41
Summit Creek Advisors
Minnesota
$6.81M -$4.84M -229,026 -38%
TCM
42
TimesSquare Capital Management
New York
$6.5M -$339K -16,050 -4%
EDRH
43
Edmond de Rothschild Holding
Switzerland
$6.45M -$3.67M -173,587 -33%
RA
44
Royce & Associates
New York
$6.41M +$774K +36,665 +12%
SI
45
Scout Investments
Missouri
$6.14M +$6.74M +319,049 New
Axa
46
Axa
France
$6M -$2.08M -98,600 -23%
Legal & General Group
47
Legal & General Group
United Kingdom
$5.71M +$11K +522 +0.2%
N
48
Nuveen
North Carolina
$5.67M -$448K -21,225 -6%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$5.47M -$1.34M -63,425 -17%
TC
50
TwinBeech Capital
New York
$5.17M +$6M +284,071 New

CERT Hedge Fund Activity: Q2 2023 in Review

210 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q2 2023, worth a combined $1.98B — down 24% from $2.62B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CERT and 35 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 80 added.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $56.7M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 210 institutional investors held Certara (CERT) as of Q2 2023, down from 215 in Q1 2023.
  • Funds reported $1.98B of Certara stock for Q2 2023, down 24% quarter-over-quarter.
  • 35 funds opened new Certara positions in Q2 2023 and 40 closed out, a net change of -5 holders.
  • The largest Certara buyer in Q2 2023 was Wasatch Advisors, an estimated $56.7M added.
  • The largest Certara seller in Q2 2023 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q2 2023.