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Certara
CERT

Overview Fund Activity

201 hedge funds and large institutions have $1.57B invested in Certara in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
67
Reduced
86
Closed
29
Calls
$793K
Puts
$44K
Net Calls
+$749K
Net Calls Change
-$81K

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$24M
2
RG
2
Rathbones Group
United Kingdom
$11M
3
WA
3
Wasatch Advisors
Utah
$47.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$30.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.72M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$8.92M
4
Millennium Management
4
Millennium Management
New York
$890K
5
SCA
5
Summit Creek Advisors
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$144K 10,219 -271 -3%
PFM
152
Premier Fund Managers
United Kingdom
$126K 8,826 -29,061 -77%
IWP
153
Icon Wealth Partners
Texas
$123K 8,472 -6,447 -43%
SOW
154
State of Wyoming
Wyoming
$99.4K 6,837 +4,810 +237%
AIG
155
American International Group
New York
$97.3K 6,693 -653 -9%
TRCT
156
Tower Research Capital (TRC)
New York
$71.3K 4,904 +3,548 +262%
AAM
157
Advisors Asset Management
Colorado
$68.5K 4,710 +1,414 +43%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$62.7K 4,312 +509 +13%
MIM
159
MetLife Investment Management
New Jersey
$60.6K 4,166 +3 +0.1%
Wells Fargo
160
Wells Fargo
California
$59.6K 4,098 -9,855 -71%
C
161
Covestor
United Kingdom
$55K 3,760 +3,735 +14,940%
KBC Group
162
KBC Group
Belgium
$50K 3,418 -4,985 -59%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$32.3K 2,222 +31 +1%
PPC
164
Park Place Capital
Alabama
$25K 1,720 – –
FHA
165
First Horizon Advisors
Tennessee
$23.9K 1,643 -131 -7%
OA
166
Operose Advisors
Wisconsin
$14.6K 1,003 +1,003 New
S
167
SignatureFD
Georgia
$10.4K 718 -237 -25%
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$10.3K 707 -21,778 -97%
Loomis, Sayles & Company
169
Loomis, Sayles & Company
Massachusetts
$6K 444 +444 New
CFGS
170
Concourse Financial Group Securities
Alabama
$5.83K 401 -71 -15%
SS
171
Sunbelt Securities
Texas
$4.73K 325 -110 -25%
VWM
172
Venturi Wealth Management
Texas
$4.35K 299 – –
WTA
173
Washington Trust Advisors
Massachusetts
$3.87K 266 – –
QC
174
Quent Capital
New York
$3.84K 264 +56 +27%
VCM
175
Versant Capital Management
Arizona
$3.5K 241 +241 New
5 6
7
8 9