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Certara

225 hedge funds and large institutions have $1.36B invested in Certara in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $310K | Put options by funds: $235K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

5% more funds holding

Funds holding: 215225 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.41% less ownership

Funds ownership: 74.5%72.09% (-2.4%)

18% less capital invested

Capital invested by funds: $1.66B → $1.36B (-$302M)

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

Holders
225
Holders Change
+10
Holders Change %
+4.65%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
63
Reduced
89
Closed
35
Calls
$310K
Puts
$235K
Net Calls
+$75K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Claret Asset Management
Quebec, Canada
$157K +$924 +70 +0.5%
CC
152
Corton Capital
Ontario, Canada
$152K +$172K +13,013 New
QWM
153
Quaker Wealth Management
New Jersey
$147K +$165K +12,535 New
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$139K
US Bancorp
155
US Bancorp
Minnesota
$136K -$60.5K -4,587 -28%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$123K +$3.96K +300 +3%
XT
157
XTX Topco
Cayman Islands
$121K +$2.75K +208 +2%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$121K +$142K +10,741 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$84.4K -$102K -7,715 -52%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$70.1K +$2.94K +223 +4%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$67.4K -$20.4K -1,543 -21%
CF
162
Corebridge Financial
Texas
$60.8K -$3.47K -263 -5%
KBC Group
163
KBC Group
Belgium
$57K +$20.9K +1,584 +48%
TRCT
164
Tower Research Capital (TRC)
New York
$55.5K +$54.5K +4,132 +677%
BTI
165
Blue Trust Inc
Georgia
$54.4K +$27.4K +2,076 +112%
SCM
166
Sterling Capital Management
North Carolina
$53.7K +$60.5K +4,585 New
Osaic Holdings
167
Osaic Holdings
Arizona
$46.4K -$6.36K -482 -11%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$26.1K -$2.77K -210 -9%
Wells Fargo
169
Wells Fargo
California
$25.3K +$4K +303 +16%
MIM
170
MetLife Investment Management
New Jersey
$24.7K -$633 -48 -2%
Deutsche Bank
171
Deutsche Bank
Germany
$24.1K -$1.04M -79,014 -97%
W
172
WealthCollab
Washington
$23.4K +$26.4K +2,000 New
FHA
173
First Horizon Advisors
Tennessee
$22.3K
AP
174
Antipodes Partners
Australia
$20.9K +$23.6K +1,786 New
GRP
175
Global Retirement Partners
California
$20.3K +$40 +3 +0.2%

CERT Hedge Fund Activity: Q3 2024 in Review

225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q3 2024, worth a combined $1.36B — down 18% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CERT positions and 35 closed out — a net gain of 10 holders — while 63 added to existing stakes and 89 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $65.1M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $116M sold.

  • 225 institutional investors held Certara (CERT) as of Q3 2024, up from 215 in Q2 2024.
  • Funds reported $1.36B of Certara stock for Q3 2024, down 18% quarter-over-quarter.
  • 45 funds opened new Certara positions in Q3 2024 and 35 closed out, a net change of +10 holders.
  • The largest Certara buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $65.1M added.
  • The largest Certara seller in Q3 2024 was Baillie Gifford & Co, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2024.