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Certara

97 hedge funds and large institutions have $1.19B invested in Certara in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 13

6.89% more ownership

Funds ownership: 21.7%28.59% (+6.9%)

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$72.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

3% less funds holding

Funds holding: 10097 (-3)

88% less call options, than puts

Call options by funds: $838K | Put options by funds: $6.76M

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
45
Reduced
13
Closed
34
Calls
$838K
Puts
$6.76M
Net Calls
-$5.92M
Net Calls Change
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$219K +$266K +8,009 New
Russell Investments Group
77
Russell Investments Group
United Kingdom
$203K +$248K +7,454 New
QT
78
Quantbot Technologies
New York
$197K +$240K +7,222 New
LSA
79
Leonteq Securities AG
Switzerland
$191K +$233K +7,000 New
SG Americas Securities
80
SG Americas Securities
New York
$175K -$173K -5,190 -45%
Morgan Stanley
81
Morgan Stanley
New York
$173K +$195K +5,866 +1,298%
Citigroup
82
Citigroup
New York
$134K +$93K +2,795 +131%
Legal & General Group
83
Legal & General Group
United Kingdom
$121K +$147K +4,415 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$55K
FF
85
FourThought Financial
Florida
$55K +$67.8K +2,037 New
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$54.4K +$66.3K +1,993 New
Simplex Trading
87
Simplex Trading
Illinois
$46K +$57.1K +1,715 New
US Bancorp
88
US Bancorp
Minnesota
$22K +$5.49K +165 +26%
KFP
89
KB Financial Partners
New Jersey
$20K +$24.2K +726 New
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$15K +$11.7K +351 +176%
TRCT
91
Tower Research Capital (TRC)
New York
$13K -$364K -10,930 -96%
NFG
92
Next Financial Group
Texas
$8K +$3.33K +100 +50%
Osaic Holdings
93
Osaic Holdings
Arizona
$6K
BAM
94
Bellevue Asset Management
Washington
$3K +$2.63K +79 +247%
IFAM
95
Institutional & Family Asset Management
Colorado
$1K -$432 -13 -37%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$1K +$1.73K +52 New
AIG
97
American International Group
New York
$20 +$24.3K +731 New
Brown Advisory
98
Brown Advisory
Maryland
-$21.3M -630,792 Closed
SAM
99
Sectoral Asset Management
Quebec, Canada
-$20.4M -605,900 Closed
PAMU
100
Pictet Asset Management (UK)
United Kingdom
-$15.7M -464,119 Closed

CERT Hedge Fund Activity: Q1 2021 in Review

97 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2021, worth a combined $1.19B — up 6.5% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CERT and 33 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 45 added.

The largest buyer was William Blair Investment Management, adding an estimated $155M. The largest seller was Janus Henderson Group, cutting an estimated $29.6M.

  • 97 institutional investors held Certara (CERT) as of Q1 2021, down from 100 in Q4 2020.
  • Funds reported $1.19B of Certara stock for Q1 2021, up 6.5% quarter-over-quarter.
  • 33 funds opened new Certara positions in Q1 2021 and 34 closed out, a net change of -1 holder.
  • The largest Certara buyer in Q1 2021 was William Blair Investment Management, an estimated $155M added.
  • The largest Certara seller in Q1 2021 was Janus Henderson Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2021.