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Certara

164 hedge funds and large institutions have $1.85B invested in Certara in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1.7% more ownership

Funds ownership: 52.11%53.81% (+1.7%)

1% more funds holding

Funds holding: 162164 (+2)

22% less capital invested

Capital invested by funds: $2.37B → $1.85B (-$520M)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
42
Closed
27
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$126K +$21.7K +905 +18%
HWMA
127
Heritage Wealth Management (Arizona)
Arizona
$119K +$133K +5,524 New
MIM
128
MetLife Investment Management
New Jersey
$111K +$124K +5,174 New
TRCT
129
Tower Research Capital (TRC)
New York
$111K +$112K +4,651 +921%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$99K +$64K +2,665 +136%
PFBT
131
Parkside Financial Bank & Trust
Missouri
$72K +$3.51K +146 +5%
FF
132
FourThought Financial
Florida
$52K +$9.76K +406 +20%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$44K
BEI
134
Benjamin Edwards Inc
Missouri
$43K +$47.1K +1,961 +9,338%
AIG
135
American International Group
New York
$37K +$2.91K +121 +7%
Barclays
136
Barclays
United Kingdom
$32K +$35.7K +1,485 New
SOW
137
State of Wyoming
Wyoming
$26K -$3.72K -155 -11%
CFB
138
Cullen/Frost Bankers
Texas
$24K
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$19.1K +$2.21K +92 +12%
CFGS
140
Concourse Financial Group Securities
Alabama
$18K -$20.4K -850 -51%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$15K +$16.3K +678 New
HNB
142
Huntington National Bank
Ohio
$8K -$5.69K -237 -40%
S
143
SignatureFD
Georgia
$8K +$8.63K +359 New
Federated Hermes
144
Federated Hermes
Pennsylvania
$8K +$8.7K +362 New
PCG
145
Private Capital Group
Connecticut
$5K +$5.91K +246 New
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$4K
WTA
147
Washington Trust Advisors
Massachusetts
$4K
AWM
148
Activest Wealth Management
Florida
$3K
GWM
149
Geneos Wealth Management
Colorado
$3K +$3.6K +150 New
TPCW
150
TD Private Client Wealth
New York
$2.43K

CERT Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2022, worth a combined $1.85B — down 22% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CERT positions and 27 closed out — a net gain of 4 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $69.9M. The largest seller was Capital World Investors, exiting entirely with an estimated $35.7M sold.

  • 164 institutional investors held Certara (CERT) as of Q1 2022, up from 162 in Q4 2021.
  • Funds reported $1.85B of Certara stock for Q1 2022, down 22% quarter-over-quarter.
  • 31 funds opened new Certara positions in Q1 2022 and 27 closed out, a net change of +4 holders.
  • The largest Certara buyer in Q1 2022 was ArrowMark Colorado Holdings, an estimated $69.9M added.
  • The largest Certara seller in Q1 2022 was Capital World Investors, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2022.