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Certara
CERT

Overview Fund Activity

210 hedge funds and large institutions have $1.98B invested in Certara in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
80
Reduced
74
Closed
39
Calls
$888K
Puts
$58K
Net Calls
+$830K
Net Calls Change
-$194K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$48.9M
2
GCM
2
Geneva Capital Management
Wisconsin
$54.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$27.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$230M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.8M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$74.8M
4
RP
4
Riverbridge Partners
Minnesota
$54.2M
5
EA
5
Emerald Advisers
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YC
151
Yarbrough Capital
Tennessee
$236K – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$234K +$151K +8,270 +180%
QWM
153
Quaker Wealth Management
New Jersey
$228K – – –
Squarepoint
154
Squarepoint
New York
$226K +$226K +12,418 New
PI
155
PFS Investments
Georgia
$217K +$22K +1,205 +11%
PAMS
156
Pictet Asset Management (Switzerland)
Switzerland
$217K – – –
Truist Financial
157
Truist Financial
North Carolina
$216K -$83.2K -4,571 -28%
VF
158
Virtu Financial
New York
$215K +$215K +11,813 New
ACM
159
Aquatic Capital Management
Illinois
$209K -$431K -23,700 -67%
Osaic Holdings
160
Osaic Holdings
Arizona
$205K -$255K -14,002 -55%
KIA
161
KLR Investment Advisors
Rhode Island
$202K +$202K +11,100 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$194K -$2K -108 -1%
KBC Group
163
KBC Group
Belgium
$153K -$6.14K -337 -4%
AIG
164
American International Group
New York
$134K -$15.6K -854 -10%
SG Americas Securities
165
SG Americas Securities
New York
$124K -$136K -7,495 -52%
MIM
166
MetLife Investment Management
New Jersey
$75.8K -$22.5K -1,238 -23%
UBS Group
167
UBS Group
Switzerland
$72.7K -$1.35M -74,167 -95%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$69.3K +$3.95K +217 +6%
AAM
169
Advisors Asset Management
Colorado
$60K +$3.42K +188 +6%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$39.9K +$2.4K +132 +6%
SOW
171
State of Wyoming
Wyoming
$36.9K +$18.7K +1,029 +103%
FHA
172
First Horizon Advisors
Tennessee
$32.3K -$983 -54 -3%
PPC
173
Park Place Capital
Alabama
$31.3K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$24.7K +$21.1K +1,158 +585%
Lazard Asset Management
175
Lazard Asset Management
New York
$21K -$2.39M -134,135 -99%
5 6
7
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