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Certara

225 hedge funds and large institutions have $1.36B invested in Certara in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $310K | Put options by funds: $235K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

5% more funds holding

Funds holding: 215225 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.41% less ownership

Funds ownership: 74.5%72.09% (-2.4%)

18% less capital invested

Capital invested by funds: $1.66B → $1.36B (-$302M)

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

Holders
225
Holders Change
+10
Holders Change %
+4.65%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
63
Reduced
89
Closed
35
Calls
$310K
Puts
$235K
Net Calls
+$75K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$9.44M -$58.4K -4,422 -0.5%
Northern Trust
27
Northern Trust
Illinois
$9M -$6.2M -469,881 -38%
RG
28
Rathbones Group
United Kingdom
$8.87M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$8.69M -$962K -72,913 -9%
Franklin Resources
30
Franklin Resources
California
$8.21M -$13.4M -1,014,885 -58%
Charles Schwab
31
Charles Schwab
California
$8.19M +$168K +12,720 +2%
2
32
2Xideas
Switzerland
$6.51M -$1.17M -88,815 -14%
BCM
33
Boone Capital Management
Georgia
$6.34M -$2.34M -177,153 -25%
SAM
34
Silvercrest Asset Management
New York
$6.1M -$38.6K -2,925 -0.6%
Principal Financial Group
35
Principal Financial Group
Iowa
$6.04M -$188K -14,244 -3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$5.35M -$1.54M -116,487 -20%
Invesco
37
Invesco
Georgia
$4.69M -$51K -3,863 -1%
Ameriprise
38
Ameriprise
Minnesota
$4.59M -$701K -53,127 -12%
KAM
39
Kopion Asset Management
Texas
$4.46M +$5.02M +380,638 New
NC
40
Nicholas Company
Wisconsin
$4.42M +$4.99M +377,880 New
Norges Bank
41
Norges Bank
Norway
$4.4M -$317K -24,049 -6%
Citadel Advisors
42
Citadel Advisors
Florida
$3.7M +$3.84M +291,243 +1,173%
Two Sigma Investments
43
Two Sigma Investments
New York
$3.68M +$3.89M +294,847 +1,517%
GIM
44
Granahan Investment Management
Massachusetts
$3.54M +$773K +58,608 +24%
N
45
Nuveen
North Carolina
$3.53M +$261K +19,786 +7%
Legal & General Group
46
Legal & General Group
United Kingdom
$3.51M +$12.3K +929 +0.3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$3.25M -$186K -14,064 -5%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$3.12M +$92.7K +7,023 +3%
SI
49
Scout Investments
Missouri
$3.12M -$582K -44,077 -14%
BAMCO Inc
50
BAMCO Inc
New York
$2.81M

CERT Hedge Fund Activity: Q3 2024 in Review

225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q3 2024, worth a combined $1.36B — down 18% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CERT positions and 35 closed out — a net gain of 10 holders — while 63 added to existing stakes and 89 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $65.1M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $116M sold.

  • 225 institutional investors held Certara (CERT) as of Q3 2024, up from 215 in Q2 2024.
  • Funds reported $1.36B of Certara stock for Q3 2024, down 18% quarter-over-quarter.
  • 45 funds opened new Certara positions in Q3 2024 and 35 closed out, a net change of +10 holders.
  • The largest Certara buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $65.1M added.
  • The largest Certara seller in Q3 2024 was Baillie Gifford & Co, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2024.