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Certara
CERT

Overview Fund Activity

201 hedge funds and large institutions have $1.57B invested in Certara in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
67
Reduced
86
Closed
29
Calls
$793K
Puts
$44K
Net Calls
+$749K
Net Calls Change
-$81K

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$24M
2
RG
2
Rathbones Group
United Kingdom
$11M
3
WA
3
Wasatch Advisors
Utah
$47.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$30.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.72M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$8.92M
4
Millennium Management
4
Millennium Management
New York
$890K
5
SCA
5
Summit Creek Advisors
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$2.85K 200 – –
QCG
177
Quadrant Capital Group
Ohio
$2.57K 177 -404 -70%
HNB
178
Huntington National Bank
Ohio
$2.14K 147 -11 -7%
AWM
179
Activest Wealth Management
Florida
$1.91K 131 – –
LC
180
Lindbrook Capital
California
$1.66K 114 – –
SWM
181
Spire Wealth Management
Virginia
$1.54K 106 – –
IA
182
IFP Advisors
Florida
$1.5K 103 +64 +164%
BAM
183
Bellevue Asset Management
Washington
$1.47K 101 – –
CTWM
184
Cherry Tree Wealth Management
Minnesota
$1.45K 100 – –
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$1.18K 81 +81 New
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$1.16K 80 +10 +14%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$1K 52 -62 -54%
CAL
188
Capital Advisors Ltd
Ohio
$1K 39 – –
PA
189
Parallel Advisors
California
$785 54 – –
CPG
190
Cornerstone Planning Group
New Jersey
$712 49 -64 -57%
AF
191
Allworth Financial
California
$437 30 +19 +173%
Allspring Global Investments
192
Allspring Global Investments
North Carolina
$290 20 – –
ECM
193
Everence Capital Management
Indiana
$179 12,320 – –
AWM
194
Abound Wealth Management
Tennessee
$146 10 – –
AF
195
Advisornet Financial
Minnesota
$116 8 +5 +167%
First Manhattan
196
First Manhattan
New York
$116 8 +8 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$73 5 -175 -97%
SIC
198
SJS Investment Consulting
Ohio
$73 5 +2 +67%
JWA
199
JFS Wealth Advisors
Pennsylvania
$44 3 -4 -57%
FGAM
200
Financial Gravity Asset Management
Texas
$26 2 -16 -89%
6 7
8
9 10