CERT icon

Certara
CERT

Overview Fund Activity

216 hedge funds and large institutions have $1.66B invested in Certara in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
69
Reduced
88
Closed
27
Calls
$133K
Puts
$226K
Net Calls
-$93K
Net Calls Change
-$217K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$102M
2
GCM
2
Geneva Capital Management
Wisconsin
$75.8M
3
DG
3
Daventry Group
New York
$18.1M
4
BCM
4
Boone Capital Management
Georgia
$9.96M
5
TCM
5
TimesSquare Capital Management
New York
$12.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.17M
2
BAMCO Inc
2
BAMCO Inc
New York
$3.32M
3
BlackRock
3
BlackRock
New York
$186M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$72.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$306K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$4.24K – – –
Macquarie Group
177
Macquarie Group
Australia
$4.2K +$4.2K +303 New
SAM
178
Smartleaf Asset Management
Massachusetts
$4.03K +$4.03K +295 New
TPCW
179
TD Private Client Wealth
New York
$3.96K +$969 +70 +32%
FNWA
180
Financial Network Wealth Advisors
Utah
$3.94K +$3.94K +272 New
EWA
181
EverSource Wealth Advisors
Alabama
$3.78K -$4.18K -268 -53%
WTA
182
Washington Trust Advisors
Massachusetts
$3.69K – – –
PA
183
Parallel Advisors
California
$3.55K +$665 +48 +23%
QCG
184
Quadrant Capital Group
Ohio
$3.19K – – –
AAP
185
Arax Advisory Partners
Colorado
$2.92K +$2.92K +211 New
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$2.72K – – –
LC
187
Lindbrook Capital
California
$2.48K -$180 -13 -7%
HNB
188
Huntington National Bank
Ohio
$2.06K +$83 +6 +4%
Bessemer Group
189
Bessemer Group
New Jersey
$2K – – –
AWM
190
Avior Wealth Management
Nebraska
$1.93K – – –
AWM
191
Activest Wealth Management
Florida
$1.81K – – –
PA
192
Pineridge Advisors
Missouri
$1.79K – – –
PWMG
193
Private Wealth Management Group
New Jersey
$1.44K +$1.44K +104 New
BAM
194
Bellevue Asset Management
Washington
$1.4K – – –
FFA
195
Farther Finance Advisors
California
$1.39K -$109 -8 -7%
CTWM
196
Cherry Tree Wealth Management
Minnesota
$1.39K – – –
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$1.25K +$1.25K +90 New
SWM
198
Spire Wealth Management
Virginia
$1.19K -$277 -20 -19%
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.19K – – –
TWP
200
Triad Wealth Partners
Kansas
$1.18K +$1.18K +85 New
6 7
8
9 10