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Certara
CERT

Overview Fund Activity

214 hedge funds and large institutions have $2.62B invested in Certara in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+16
Holders Change %
+8.08%
% of All Funds
3.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
85
Reduced
62
Closed
21
Calls
$1.39M
Puts
$369K
Net Calls
+$1.02M
Net Calls Change
+$915K

Top Buyers

1
BlackRock
1
BlackRock
New York
$357M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$79.7M
3
State Street
3
State Street
Massachusetts
$77.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$290M
5
GCM
5
Geneva Capital Management
Wisconsin
$46.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$26.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$129M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$229M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$497K +$60.9K +2,525 +14%
Two Sigma Advisers
127
Two Sigma Advisers
New York
$465K -$497K -20,600 -52%
HighTower Advisors
128
HighTower Advisors
Illinois
$459K +$17.6K +709 +4%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$456K +$456K +18,929 New
BCV
130
Banque Cantonale Vaudoise
Switzerland
$456K +$456K +18,927 New
VAS
131
Vestmark Advisory Solutions
Massachusetts
$429K +$37.5K +1,557 +10%
Sumitomo Mitsui Trust Group
132
Sumitomo Mitsui Trust Group
Japan
$415K -$164K -6,803 -28%
FC
133
FORA Capital
Florida
$412K +$412K +17,100 New
IWP
134
Icon Wealth Partners
Texas
$409K +$409K +16,960 New
VFA
135
Voya Financial Advisors
Connecticut
$403K -$65.7K -2,760 -14%
Victory Capital Management
136
Victory Capital Management
Texas
$399K +$123K +5,098 +45%
Truist Financial
137
Truist Financial
North Carolina
$396K +$104K +4,327 +36%
CF
138
Cantor Fitzgerald
New York
$394K +$394K +16,340 New
PAS
139
Park Avenue Securities
New York
$385K +$21.4K +889 +6%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$382K – – –
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$362K – – –
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$357K – – –
AT
143
American Trust
Kentucky
$347K +$347K +14,390 New
MML Investors Services
144
MML Investors Services
Massachusetts
$345K -$5.84K -242 -2%
SG Americas Securities
145
SG Americas Securities
New York
$345K +$141K +5,845 +69%
BCM
146
Bayesian Capital Management
New York
$330K -$106K -4,400 -24%
CSS
147
Cubist Systematic Strategies
Connecticut
$312K -$96.7K -4,009 -24%
YC
148
Yarbrough Capital
Tennessee
$312K – – –
QWM
149
Quaker Wealth Management
New Jersey
$302K – – –
Vontobel Holding
150
Vontobel Holding
Switzerland
$293K -$464K -19,262 -61%
4 5
6
7 8