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Certara

212 hedge funds and large institutions have $2.09B invested in Certara in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $328K | Put options by funds: $51K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

33% more capital invested

Capital invested by funds: $1.57B → $2.09B (+$523M)

6.86% more ownership

Funds ownership: 67.51%74.38% (+6.9%)

5% more funds holding

Funds holding: 201212 (+11)

2% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 82

Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
80
Reduced
82
Closed
16
Calls
$328K
Puts
$51K
Net Calls
+$277K
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$1.63M +$23.5K +1,600 +2%
BG
77
Bellevue Group
Switzerland
$1.6M -$5.73K -391 -0.4%
Deutsche Bank
78
Deutsche Bank
Germany
$1.53M -$8.65K -590 -0.7%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$1.36M -$1.1M -75,263 -50%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$1.34M -$938 -64 -0.1%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$1.2M
Citigroup
82
Citigroup
New York
$1.17M -$165K -11,288 -14%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$1.14M +$36.8K +2,513 +4%
LPL Financial
84
LPL Financial
California
$1.13M +$223K +15,181 +31%
BMSSC
85
B. Metzler seel. Sohn & Co
Germany
$1.13M +$208K +14,181 +28%
RJA
86
Raymond James & Associates
Florida
$1.03M -$261K -17,773 -23%
IMRF
87
Illinois Municipal Retirement Fund
Illinois
$1.03M -$93.5K -6,380 -10%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M +$293 +20 +0%
Goldman Sachs
89
Goldman Sachs
New York
$1.02M -$52.1K -3,554 -6%
Comerica Bank
90
Comerica Bank
Texas
$976K +$13.6K +929 +2%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$973K -$36.9K -2,514 -4%
Citadel Advisors
92
Citadel Advisors
Florida
$962K -$402K -27,457 -33%
YCM
93
Yousif Capital Management
Michigan
$944K -$1.1K -75 -0.1%
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$943K -$13.2K -900 -2%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$932K +$7.62K +520 +1%
AllianceBernstein
96
AllianceBernstein
Tennessee
$919K +$586 +40 +0.1%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$880K +$20K +1,367 +3%
MFAM
98
Motley Fool Asset Management
Virginia
$878K +$58.7K +4,005 +9%
AB
99
Amalgamated Bank
New York
$866K -$23.7K -1,615 -3%
MSRPS
100
Maryland State Retirement & Pension System
Maryland
$840K -$7.43K -507 -1%

CERT Hedge Fund Activity: Q4 2023 in Review

212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2023, worth a combined $2.09B — up 33% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CERT positions and 16 closed out — a net gain of 14 holders — while 80 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $24M sold.

  • 212 institutional investors held Certara (CERT) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $2.09B of Certara stock for Q4 2023, up 33% quarter-over-quarter.
  • 30 funds opened new Certara positions in Q4 2023 and 16 closed out, a net change of +14 holders.
  • The largest Certara buyer in Q4 2023 was Morgan Stanley, an estimated $13M added.
  • The largest Certara seller in Q4 2023 was Alyeska Investment Group, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2023.