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Certara
CERT

Overview Fund Activity

214 hedge funds and large institutions have $2.62B invested in Certara in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+16
Holders Change %
+8.08%
% of All Funds
3.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
85
Reduced
62
Closed
21
Calls
$1.39M
Puts
$369K
Net Calls
+$1.02M
Net Calls Change
+$915K

Top Buyers

1
BlackRock
1
BlackRock
New York
$357M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$79.7M
3
State Street
3
State Street
Massachusetts
$77.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$290M
5
GCM
5
Geneva Capital Management
Wisconsin
$46.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$26.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$129M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$229M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$12.3K -$4.24K -176 -26%
HNB
177
Huntington National Bank
Ohio
$10.6K +$217 +9 +2%
Loomis, Sayles & Company
178
Loomis, Sayles & Company
Massachusetts
$10K +$5.07K +207 +103%
CT
179
Colonial Trust
South Carolina
$8.88K – – –
BAM
180
Belpointe Asset Management
Nevada
$7.69K -$1.35K -56 -15%
VWM
181
Venturi Wealth Management
Texas
$7.21K +$7.21K +299 New
WTA
182
Washington Trust Advisors
Massachusetts
$6.41K +$1.5K +62 +30%
SS
183
Sunbelt Securities
Texas
$5.81K +$5.81K +244 New
QC
184
Quent Capital
New York
$5.02K – – –
TRCT
185
Tower Research Capital (TRC)
New York
$5K -$188K -7,450 -97%
Bessemer Group
186
Bessemer Group
New Jersey
$5K – – –
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$4.82K – – –
TWA
188
TCI Wealth Advisors
Arizona
$3.96K +$24 +1 +0.6%
AWM
189
Activest Wealth Management
Florida
$3.12K – – –
PA
190
Parallel Advisors
California
$2.97K – – –
LC
191
Lindbrook Capital
California
$2.75K – – –
TPCW
192
TD Private Client Wealth
New York
$2.72K – – –
SWM
193
Spire Wealth Management
Virginia
$2.56K – – –
BAM
194
Bellevue Asset Management
Washington
$2.44K +$530 +22 +28%
CAM
195
ClariVest Asset Management
California
$2K -$81 -4 -4%
MCM
196
Manchester Capital Management
Vermont
$1.79K +$1.79K +74 New
IA
197
IFP Advisors
Florida
$1.37K -$3.62K -95 -73%
BIA
198
Bell Investment Advisors
California
$1.33K +$507 +21 +62%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CAL
200
Capital Advisors Ltd
Ohio
$1K – – –
6 7
8
9 10