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Certara

222 hedge funds and large institutions have $1.24B invested in Certara in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,163% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $68K

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

0.18% more ownership

Funds ownership: 72.09%72.27% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 225222 (-3)

9% less capital invested

Capital invested by funds: $1.36B → $1.24B (-$118M)

Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
84
Reduced
72
Closed
42
Calls
$1.54M
Puts
$68K
Net Calls
+$1.47M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$9.34M +$1.17M +108,038 +14%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$8.35M -$236K -21,701 -3%
NIP
28
Norwood Investment Partners
California
$8.24M +$8.41M +774,102 New
Charles Schwab
29
Charles Schwab
California
$8.07M +$628K +57,817 +8%
RG
30
Rathbones Group
United Kingdom
$8.06M -$3.26K -300 -0%
Bank of America
31
Bank of America
North Carolina
$7.04M -$6.16M -567,535 -46%
NC
32
Nicholas Company
Wisconsin
$5.95M +$1.97M +181,008 +48%
KAM
33
Kopion Asset Management
Texas
$5.92M +$1.9M +175,005 +46%
Principal Financial Group
34
Principal Financial Group
Iowa
$5.66M +$171K +15,739 +3%
SAM
35
Silvercrest Asset Management
New York
$5.52M -$22.4K -2,065 -0.4%
UBS Group
36
UBS Group
Switzerland
$5.01M +$4.17M +383,991 +445%
GAM
37
Gotham Asset Management
New York
$4.59M +$4.01M +368,821 +590%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.41M -$468K -43,117 -9%
Invesco
39
Invesco
Georgia
$4.18M -$86.5K -7,963 -2%
Two Sigma Investments
40
Two Sigma Investments
New York
$4.02M +$687K +63,246 +20%
EP
41
Edgestream Partners
New Jersey
$3.89M +$2.32M +213,549 +140%
Raymond James Financial
42
Raymond James Financial
Florida
$3.63M +$3.7M +340,649 New
BAMCO Inc
43
BAMCO Inc
New York
$3.35M +$815K +75,000 +31%
Legal & General Group
44
Legal & General Group
United Kingdom
$3.16M -$29.9K -2,755 -0.9%
N
45
Nuveen
North Carolina
$3.13M -$86.1K -7,928 -3%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$2.97M +$3.03M +279,061 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$2.96M +$4.24K +390 +0.1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.95M +$117K +10,739 +4%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$2.94M +$2.18M +201,003 +269%
Norges Bank
50
Norges Bank
Norway
$2.93M -$1.09M -100,170 -27%

CERT Hedge Fund Activity: Q4 2024 in Review

222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2024, worth a combined $1.24B — down 8.7% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CERT positions and 42 closed out — a net gain of 1 holder — while 84 added to existing stakes and 72 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $41.9M. The largest seller was Mubadala Investment Company, exiting entirely with an estimated $113M sold.

  • 222 institutional investors held Certara (CERT) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.24B of Certara stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 43 funds opened new Certara positions in Q4 2024 and 42 closed out, a net change of +1 holder.
  • The largest Certara buyer in Q4 2024 was ArrowMark Colorado Holdings, an estimated $41.9M added.
  • The largest Certara seller in Q4 2024 was Mubadala Investment Company, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.