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Certara
CERT

Overview Fund Activity

210 hedge funds and large institutions have $1.98B invested in Certara in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
80
Reduced
74
Closed
39
Calls
$888K
Puts
$58K
Net Calls
+$830K
Net Calls Change
-$194K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$48.9M
2
GCM
2
Geneva Capital Management
Wisconsin
$54.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$27.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$230M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.8M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$74.8M
4
RP
4
Riverbridge Partners
Minnesota
$54.2M
5
EA
5
Emerald Advisers
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
SignatureFD
Georgia
$17.4K -$109 -6 -0.6%
Bessemer Group
177
Bessemer Group
New Jersey
$15K +$11.4K +622 +311%
QCG
178
Quadrant Capital Group
Ohio
$10.6K -$10.3K -563 -49%
CFGS
179
Concourse Financial Group Securities
Alabama
$8.6K -$728 -40 -8%
SS
180
Sunbelt Securities
Texas
$7.92K +$3.48K +191 +78%
VWM
181
Venturi Wealth Management
Texas
$5.45K – – –
WTA
182
Washington Trust Advisors
Massachusetts
$4.84K – – –
AWM
183
Activest Wealth Management
Florida
$4.73K – – –
QC
184
Quent Capital
New York
$3.79K – – –
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$3.64K – – –
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$3.28K +$3.19K +175 +3,500%
PVH
187
Psagot Value Holdings
Israel
$3K +$3K +148 New
HNB
188
Huntington National Bank
Ohio
$2.88K -$5.15K -283 -64%
LC
189
Lindbrook Capital
California
$2.08K – – –
CPG
190
Cornerstone Planning Group
New Jersey
$2.06K +$2.06K +113 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.49K +85 +293%
SWM
192
Spire Wealth Management
Virginia
$1.93K – – –
BAM
193
Bellevue Asset Management
Washington
$1.84K – – –
CTWM
194
Cherry Tree Wealth Management
Minnesota
$1.82K +$1.82K +100 New
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$1.28K +$1.28K +70 New
CAL
196
Capital Advisors Ltd
Ohio
$1K – – –
PA
197
Parallel Advisors
California
$983 -$1.26K -69 -56%
IA
198
IFP Advisors
Florida
$711 +$55 +3 +8%
BIA
199
Bell Investment Advisors
California
$620 -$383 -21 -38%
FGAM
200
Financial Gravity Asset Management
Texas
$613 +$613 +18 New
6 7
8
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