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Certara

212 hedge funds and large institutions have $2.09B invested in Certara in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
80
Reduced
82
Closed
16
Calls
$328K
Puts
$51K
Net Calls
+$277K
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Shares
Change %
EC
176
EntryPoint Capital
New York
$5.56K +$5.56K +316 New
CFGS
177
Concourse Financial Group Securities
Alabama
$5.51K -$1.55K -88 -22%
VWM
178
Venturi Wealth Management
Texas
$5.44K +$176 +10 +3%
QC
179
Quent Capital
New York
$4.96K +$317 +18 +7%
WTA
180
Washington Trust Advisors
Massachusetts
$4.68K
VCM
181
Versant Capital Management
Arizona
$4.45K +$211 +12 +5%
PA
182
Parallel Advisors
California
$3.66K +$2.71K +154 +285%
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$3.47K
LC
184
Lindbrook Capital
California
$3.38K +$1.37K +78 +68%
S
185
SignatureFD
Georgia
$3.25K -$9.38K -533 -74%
Bessemer Group
186
Bessemer Group
New Jersey
$3K +$3K +175 New
HNB
187
Huntington National Bank
Ohio
$2.53K -$53 -3 -2%
FFA
188
Farther Finance Advisors
California
$1.94K +$1.94K +110 New
IA
189
IFP Advisors
Florida
$1.81K
BAM
190
Bellevue Asset Management
Washington
$1.78K
CTWM
191
Cherry Tree Wealth Management
Minnesota
$1.76K
First Manhattan
192
First Manhattan
New York
$1.76K +$1.62K +92 +1,150%
SWM
193
Spire Wealth Management
Virginia
$1.71K
SWS
194
SYSTM Wealth Solutions
Illinois
$1.69K +$1.69K +96 New
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$1.48K +$53 +3 +4%
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$1.41K
TPCW
197
TD Private Client Wealth
New York
$1.25K +$1.25K +71 New
EWA
198
EverSource Wealth Advisors
Alabama
$1K +$1K +57 New
RIM
199
Ranger Investment Management
Texas
$862 -$10.7M -609,470 -100%
CPG
200
Cornerstone Planning Group
New Jersey
$862