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Certara
CERT

215 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, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.57% less ownership

Funds ownership: 75.07% → 74.5% (-0.57%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

2% less funds holding

Funds holding: 219 → 215 (-4)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

23% less capital invested

Capital invested by funds: $2.15B → $1.66B (-$487M)

41% less call options, than puts

Call options by funds: $133K | Put options by funds: $226K

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.11%
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
87
Closed
28
Calls
$133K
Puts
$226K
Net Calls
-$93K
Net Calls Change
-$217K

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$40.1M
2
GCM
Geneva Capital Management
Wisconsin
+$17.6M
3
DG
Daventry Group
New York
+$13M
4
BCM
Boone Capital Management
Georgia
+$11.8M
5
TCM
TimesSquare Capital Management
New York
+$6.69M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$28.8M
2
BAMCO Inc
BAMCO Inc
New York
-$13.9M
3
BlackRock
BlackRock
New York
-$9.29M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$8.26M
5
First Trust Advisors
First Trust Advisors
Illinois
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
176
Macquarie Group
Australia
$4.2K +$4.98K +303 New
SAM
177
Smartleaf Asset Management
Massachusetts
$4.03K +$4.84K +295 New
TPCW
178
TD Private Client Wealth
New York
$3.96K +$1.15K +70 +32%
FNWA
179
Financial Network Wealth Advisors
Utah
$3.94K +$4.47K +272 New
EWA
180
EverSource Wealth Advisors
Alabama
$3.78K -$4.4K -268 -53%
WTA
181
Washington Trust Advisors
Massachusetts
$3.69K – – –
PA
182
Parallel Advisors
California
$3.55K +$788 +48 +23%
QCG
183
Quadrant Capital Group
Ohio
$3.19K – – –
AAP
184
Arax Advisory Partners
Colorado
$2.92K +$3.47K +211 New
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$2.71K – – –
LC
186
Lindbrook Capital
California
$2.48K -$214 -13 -7%
HNB
187
Huntington National Bank
Ohio
$2.06K +$99 +6 +4%
Bessemer Group
188
Bessemer Group
New Jersey
$2K – – –
AWM
189
Avior Wealth Management
Nebraska
$1.93K – – –
AWM
190
Activest Wealth Management
Florida
$1.81K – – –
PA
191
Pineridge Advisors
Missouri
$1.79K – – –
PWMG
192
Private Wealth Management Group
New Jersey
$1.44K +$1.71K +104 New
BAM
193
Bellevue Asset Management
Washington
$1.4K – – –
FFA
194
Farther Finance Advisors
California
$1.39K -$131 -8 -7%
CTWM
195
Cherry Tree Wealth Management
Minnesota
$1.39K – – –
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$1.25K +$1.48K +90 New
SWM
197
Spire Wealth Management
Virginia
$1.19K -$329 -20 -19%
BCMLT
198
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.19K – – –
TWP
199
Triad Wealth Partners
Kansas
$1.18K +$1.4K +85 New
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$1.11K – – –
6 7
8
9 10

CERT Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q2 2024, worth a combined $1.66B — down 23% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CERT and 27 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 69 added.

The largest buyer was Wasatch Advisors, adding an estimated $40.1M. The largest seller was Ameriprise, cutting an estimated $28.8M.

  • 215 institutional investors held Certara (CERT) as of Q2 2024, down from 219 in Q1 2024.
  • Funds reported $1.66B of Certara stock for Q2 2024, down 23% quarter-over-quarter.
  • 27 funds opened new Certara positions in Q2 2024 and 28 closed out, a net change of -1 holder.
  • The largest Certara buyer in Q2 2024 was Wasatch Advisors, an estimated $40.1M added.
  • The largest Certara seller in Q2 2024 was Ameriprise, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2024.