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Certara

162 hedge funds and large institutions have $2.37B invested in Certara in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 72 increasing their positions, 29 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

247,700% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $2K

148% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 29

68% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 31

15% more funds holding

Funds holding: 141162 (+21)

6.79% more ownership

Funds ownership: 45.32%52.11% (+6.8%)

0% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$4.06M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
162
Holders Change
+21
Holders Change %
+14.89%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
72
Reduced
29
Closed
31
Calls
$4.96M
Puts
$2K
Net Calls
+$4.95M
Net Calls Change
+$527K
Name Holding Trade Value Shares
Change
Change in
Stake
X
126
Xponance
Pennsylvania
$203K +$240K +7,138 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$140K +$2.09K +62 +1%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$139K +$34K +1,010 +26%
Macquarie Group
129
Macquarie Group
Australia
$125K +$101K +2,990 +212%
LSA
130
Leonteq Securities AG
Switzerland
$99.5K -$118K -3,500 -50%
PFBT
131
Parkside Financial Bank & Trust
Missouri
$91K -$10.8K -320 -9%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$59K
FF
133
FourThought Financial
Florida
$57K
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$56K +$35.6K +1,059 +117%
CFGS
135
Concourse Financial Group Securities
Alabama
$48K -$6.46K -192 -10%
AIG
136
American International Group
New York
$46K +$10K +298 +22%
SOW
137
State of Wyoming
Wyoming
$39K +$46K +1,369 New
CFB
138
Cullen/Frost Bankers
Texas
$32K +$37.4K +1,111 New
DFCM
139
Dark Forest Capital Management
Puerto Rico
$29K -$334K -9,941 -91%
FHA
140
First Horizon Advisors
Tennessee
$24K
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$22.7K +$26.8K +798 New
CWS
142
Confluence Wealth Services
Pennsylvania
$20K +$24.3K +723 New
HNB
143
Huntington National Bank
Ohio
$17K +$9.05K +269 +83%
IA
144
IFP Advisors
Florida
$16K +$18.9K +563 New
TRCT
145
Tower Research Capital (TRC)
New York
$14K -$11.9K -355 -41%
CFA
146
Carroll Financial Associates
North Carolina
$13K
C
147
Covestor
United Kingdom
$6K +$6.49K +193 New
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$6K +$6.73K +200 New
WTA
149
Washington Trust Advisors
Massachusetts
$6K +$6.86K +204 New
AWM
150
Activest Wealth Management
Florida
$4K +$4.41K +131 New

CERT Hedge Fund Activity: Q4 2021 in Review

162 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2021, worth a combined $2.37B — up 0.17% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CERT positions and 31 closed out — a net gain of 21 holders — while 72 added to existing stakes and 29 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $40.4M. The largest seller was Howard Hughes Medical Institute, exiting entirely with an estimated $29.9M sold.

  • 162 institutional investors held Certara (CERT) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $2.37B of Certara stock for Q4 2021, up 0.17% quarter-over-quarter.
  • 52 funds opened new Certara positions in Q4 2021 and 31 closed out, a net change of +21 holders.
  • The largest Certara buyer in Q4 2021 was Riverbridge Partners, an estimated $40.4M added.
  • The largest Certara seller in Q4 2021 was Howard Hughes Medical Institute, an estimated $29.9M sold.

Based on aggregated 13F filings for Q4 2021.