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Certara

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: 22 (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: 219215 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$11.4M +$1.28M +78,052 +11%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.3M -$165K -10,040 -1%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$11.2M +$1.03M +62,912 +8%
RG
29
Rathbones Group
United Kingdom
$10.5M -$4.93K -300 -0%
BCM
30
Boone Capital Management
Georgia
$9.96M +$11.8M +718,983 New
Charles Schwab
31
Charles Schwab
California
$9.51M -$6K -365 -0.1%
GT
32
Glenmede Trust
Pennsylvania
$9.36M +$115K +7,024 +1%
2
33
2Xideas
Switzerland
$8.92M +$684K +41,644 +7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$7.95M +$713K +43,403 +8%
Principal Financial Group
35
Principal Financial Group
Iowa
$7.34M -$405K -24,669 -4%
SAM
36
Silvercrest Asset Management
New York
$7.25M +$117K +7,139 +1%
Ameriprise
37
Ameriprise
Minnesota
$6.17M -$28.8M -1,754,943 -80%
PM
38
Pembroke Management
Quebec, Canada
$5.63M -$579K -35,276 -8%
Invesco
39
Invesco
Georgia
$5.6M -$188K -11,435 -3%
Norges Bank
40
Norges Bank
Norway
$5.53M -$2.17M -132,103 -25%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$4.69M -$1.18M -71,710 -17%
SI
42
Scout Investments
Missouri
$4.38M -$498K -30,312 -9%
Legal & General Group
43
Legal & General Group
United Kingdom
$4.14M -$73.5K -4,472 -1%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$4.03M -$50.1K -3,048 -1%
N
45
Nuveen
North Carolina
$3.91M -$486K -29,576 -9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.6M -$374K -22,799 -8%
UBS AM
47
UBS AM
Illinois
$3.56M +$1.6M +97,285 +61%
GIM
48
Granahan Investment Management
Massachusetts
$3.38M +$242K +14,723 +6%
BAMCO Inc
49
BAMCO Inc
New York
$3.32M -$13.9M -845,950 -78%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.28M +$288K +17,555 +8%

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.