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Certara

215 hedge funds and large institutions have $1.66B invested in Certara in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.57% less ownership

Funds ownership: 75.07%74.5% (-0.57%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

2% less funds holding

Funds holding: 219215 (-4)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

23% less capital invested

Capital invested by funds: $2.15B → $1.66B (-$487M)

41% less call options, than puts

Call options by funds: $133K | Put options by funds: $226K

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
69
Reduced
87
Closed
28
Calls
$133K
Puts
$226K
Net Calls
-$93K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
151
State of Wyoming
Wyoming
$122K +$953 +58 +0.7%
Pacer Advisors
152
Pacer Advisors
Pennsylvania
$101K +$69.1K +4,205 +136%
PFBT
153
Parkside Financial Bank & Trust
Missouri
$79.8K +$7.26K +442 +8%
CF
154
Corebridge Financial
Texas
$75.6K +$89.6K +5,457 New
Osaic Holdings
155
Osaic Holdings
Arizona
$61.6K -$33.5K -2,042 -31%
KBC Group
156
KBC Group
Belgium
$46K +$6.11K +372 +13%
IC
157
Innealta Capital
Texas
$35.6K +$42.2K +2,568 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$33.8K +$2.53K +154 +7%
BTI
159
Blue Trust Inc
Georgia
$33.1K +$30.4K +1,849 New
MIM
160
MetLife Investment Management
New Jersey
$29.8K -$32.2K -1,959 -48%
FHA
161
First Horizon Advisors
Tennessee
$26.4K -$542 -33 -2%
Wells Fargo
162
Wells Fargo
California
$25.7K -$1.04M -63,422 -97%
GRP
163
Global Retirement Partners
California
$24K
AAM
164
Advisors Asset Management
Colorado
$22.8K -$24.2K -1,476 -47%
SPIA
165
Steward Partners Investment Advisory
New York
$18.3K +$21.7K +1,319 New
PPC
166
Park Place Capital
Alabama
$17K -$7.36K -448 -27%
MG
167
Mather Group
Illinois
$13.9K
PCMC
168
Planning Capital Management Corporation
Pennsylvania
$9K
GI
169
GAMMA Investing
California
$8.77K +$493 +30 +5%
TRCT
170
Tower Research Capital (TRC)
New York
$8.45K -$136K -8,289 -93%
VWM
171
Venturi Wealth Management
Texas
$6.54K +$2.68K +163 +53%
S
172
SignatureFD
Georgia
$6.11K +$1.25K +76 +21%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$6K -$2.2K -134 -23%
QC
174
Quent Capital
New York
$5.89K +$3.94K +240 +130%
CFGS
175
Concourse Financial Group Securities
Alabama
$4.24K

CERT Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q2 2024, worth a combined $1.66B — down 23% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CERT and 27 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 69 added.

The largest buyer was Wasatch Advisors, adding an estimated $40.1M. The largest seller was Ameriprise, cutting an estimated $28.8M.

  • 215 institutional investors held Certara (CERT) as of Q2 2024, down from 219 in Q1 2024.
  • Funds reported $1.66B of Certara stock for Q2 2024, down 23% quarter-over-quarter.
  • 27 funds opened new Certara positions in Q2 2024 and 28 closed out, a net change of -1 holder.
  • The largest Certara buyer in Q2 2024 was Wasatch Advisors, an estimated $40.1M added.
  • The largest Certara seller in Q2 2024 was Ameriprise, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2024.