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Certara
CERT

Overview Fund Activity

219 hedge funds and large institutions have $2.15B invested in Certara in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
79
Reduced
74
Closed
20
Calls
$178K
Puts
$54K
Net Calls
+$124K
Net Calls Change
-$153K

Top Buyers

1
LCOV
London Company of Virginia
Virginia
+$29.1M
2
WA
Wasatch Advisors
Utah
+$16.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$12.7M
4
GCM
Geneva Capital Management
Wisconsin
+$10.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.27M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$23.6M
2
EDRH
Edmond de Rothschild Holding
Switzerland
-$13.5M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$12.1M
4
Morgan Stanley
Morgan Stanley
New York
-$9.99M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$10K -$1.06K -62 -10%
EWA
177
EverSource Wealth Advisors
Alabama
$8.73K +$7.75K +453 +795%
CFM
178
Catalyst Funds Management
Australia
$7.15K +$7.15K +400 New
S
179
SignatureFD
Georgia
$6.53K +$3.22K +180 +97%
SS
180
Sunbelt Securities
Texas
$5.81K – – –
VWM
181
Venturi Wealth Management
Texas
$5.53K – – –
CFGS
182
Concourse Financial Group Securities
Alabama
$5.47K -$125 -7 -2%
WTA
183
Washington Trust Advisors
Massachusetts
$4.76K – – –
VCM
184
Versant Capital Management
Arizona
$4.52K – – –
QCG
185
Quadrant Capital Group
Ohio
$4.11K +$3.43K +192 +505%
TPCW
186
TD Private Client Wealth
New York
$3.86K +$2.59K +145 +204%
PA
187
Parallel Advisors
California
$3.72K – – –
LC
188
Lindbrook Capital
California
$3.43K – – –
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$3.4K – – –
QC
190
Quent Capital
New York
$3.31K -$1.73K -97 -34%
Bessemer Group
191
Bessemer Group
New Jersey
$3K – – –
HNB
192
Huntington National Bank
Ohio
$2.56K -$18 -1 -0.7%
AWM
193
Avior Wealth Management
Nebraska
$2.49K +$2.49K +139 New
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$2.43K +$2.43K +135 New
AWM
195
Activest Wealth Management
Florida
$2.34K +$2.34K +131 New
PA
196
Pineridge Advisors
Missouri
$2.31K -$26.4K -1,476 -92%
FFA
197
Farther Finance Advisors
California
$1.98K – – –
SWM
198
Spire Wealth Management
Virginia
$1.9K – – –
BAM
199
Bellevue Asset Management
Washington
$1.81K – – –
CTWM
200
Cherry Tree Wealth Management
Minnesota
$1.79K – – –
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