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Certara
CERT

Overview Fund Activity

198 hedge funds and large institutions have $1.5B invested in Certara in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
67
Reduced
74
Closed
31
Calls
$149K
Puts
$40K
Net Calls
+$109K
Net Calls Change
-$342K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$108M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$98.5M
3
AAMU
3
AEGON Asset Management (UK)
United Kingdom
$17.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$12.3M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$164M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$4.21M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Millennium Management
4
Millennium Management
New York
$793K
5
CCM
5
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Activest Wealth Management
Florida
$2.11K – – –
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$2.06K -$114K -7,096 -98%
CAM
178
ClariVest Asset Management
California
$2K – – –
SWM
179
Spire Wealth Management
Virginia
$2K – – –
PA
180
Parallel Advisors
California
$1.98K +$434 +27 +28%
LC
181
Lindbrook Capital
California
$1.83K +$1.54K +96 +533%
TPCW
182
TD Private Client Wealth
New York
$1.82K – – –
BAM
183
Bellevue Asset Management
Washington
$1.27K – – –
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$1K – – –
CAL
185
Capital Advisors Ltd
Ohio
$1K +$667 +26 +200%
BIA
186
Bell Investment Advisors
California
$546 +$546 +34 New
EI
187
Ellevest Inc
New York
$418 +$370 +23 +767%
AF
188
Allworth Financial
California
$177 +$177 +11 New
JWA
189
JFS Wealth Advisors
Pennsylvania
$64 +$64 +4 New
SC
190
Schubert & Co
Texas
$64 +$64 +4 New
AF
191
Advisornet Financial
Minnesota
$32 +$32 +2 New
SIC
192
SJS Investment Consulting
Ohio
$32 +$32 +2 New
DI
193
Disciplined Investments
Oklahoma
$16 +$16 +1 New
EFM
194
EQT Fund Management
Luxembourg
– -$398M -29,954,521 Closed
First Trust Advisors
195
First Trust Advisors
Illinois
– -$9.02M -679,379 Closed
CCM
196
CAAS Capital Management
New York
– -$7.15M -538,183 Closed
Jacobs Levy Equity Management
197
Jacobs Levy Equity Management
New Jersey
– -$6.3M -474,246 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
– -$3.28M -247,089 Closed
Tudor Investment Corp
199
Tudor Investment Corp
Connecticut
– -$2.76M -208,168 Closed
SAM
200
Sectoral Asset Management
Quebec, Canada
– -$2.3M -173,129 Closed
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