We are live on ! Find out more
CERT icon

Certara
CERT

164 hedge funds and large institutions have $1.85B invested in Certara in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1.7% more ownership

Funds ownership: 52.11% → 53.81% (+1.7%)

1% more funds holding

Funds holding: 162 → 164 (+2)

22% less capital invested

Capital invested by funds: $2.37B → $1.85B (-$520M)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
76
Reduced
42
Closed
27
Calls
$259K
Puts
–
Net Calls
+$259K
Net Calls Change
-$4.7M

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$69.9M
2
ClearBridge Investments
ClearBridge Investments
New York
+$28.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$12.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$10.9M
5
RP
Riverbridge Partners
Minnesota
+$10M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$35.7M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$26.9M
3
IM
Islet Management
New York
-$15.6M
4
SLG
Stanley-Laman Group
Pennsylvania
-$10M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
176
Algert Global
California
– -$219K -7,700 Closed
X
177
Xponance
Pennsylvania
– -$203K -7,138 Closed
MLICM
178
Metropolitan Life Insurance Company (MetLife)
New York
– -$139K -4,883 Closed
LSA
179
Leonteq Securities AG
Switzerland
– -$99.5K -3,500 Closed
DFCM
180
Dark Forest Capital Management
Puerto Rico
– -$29K -1,014 Closed
FHA
181
First Horizon Advisors
Tennessee
– -$20K -831 -98%
CWS
182
Confluence Wealth Services
Pennsylvania
– -$20K -723 Closed
IA
183
IFP Advisors
Florida
– -$16K -563 Closed
TWC
184
TD Waterhouse Canada
Ontario, Canada
– -$3.5K -100 Closed
BWM
185
BerganKDV Wealth Management
Minnesota
– -$2K -62 Closed
TWA
186
TCI Wealth Advisors
Arizona
– -$1K -37 Closed
LF
187
Lee Financial
Texas
– -$1K -28 Closed
AF
188
Advisornet Financial
Minnesota
– -$1K -25 Closed
CAL
189
Capital Advisors Ltd
Ohio
– +$288 +12 New
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
– +$336 +14 New
T
191
TCWP
Ohio
– +$1.1K +46 New
4 5 6 7
8

CERT Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2022, worth a combined $1.85B — down 22% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CERT positions and 27 closed out — a net gain of 4 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $69.9M. The largest seller was Capital World Investors, exiting entirely with an estimated $35.7M sold.

  • 164 institutional investors held Certara (CERT) as of Q1 2022, up from 162 in Q4 2021.
  • Funds reported $1.85B of Certara stock for Q1 2022, down 22% quarter-over-quarter.
  • 31 funds opened new Certara positions in Q1 2022 and 27 closed out, a net change of +4 holders.
  • The largest Certara buyer in Q1 2022 was ArrowMark Colorado Holdings, an estimated $69.9M added.
  • The largest Certara seller in Q1 2022 was Capital World Investors, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2022.