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Certara

225 hedge funds and large institutions have $1.36B invested in Certara in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $310K | Put options by funds: $235K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

5% more funds holding

Funds holding: 215225 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.41% less ownership

Funds ownership: 74.5%72.09% (-2.4%)

18% less capital invested

Capital invested by funds: $1.66B → $1.36B (-$302M)

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

Holders
225
Holders Change
+10
Holders Change %
+4.65%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
63
Reduced
89
Closed
35
Calls
$310K
Puts
$235K
Net Calls
+$75K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$18.2K +$12.1K +920 +145%
AAM
177
Advisors Asset Management
Colorado
$17.3K -$2.23K -169 -10%
SPIA
178
Steward Partners Investment Advisory
New York
$15.4K
PPC
179
Park Place Capital
Alabama
$14K -$370 -28 -2%
Simplex Trading
180
Simplex Trading
Illinois
$13K +$15.2K +1,152 New
MG
181
Mather Group
Illinois
$9.11K
PCMC
182
Planning Capital Management Corporation
Pennsylvania
$7.61K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$5K -$726 -55 -12%
Group One Trading
184
Group One Trading
Illinois
$3.51K +$3.96K +300 New
VWM
185
Venturi Wealth Management
Texas
$3.5K -$2.28K -173 -37%
UB
186
UMB Bank
Missouri
$3.45K +$3.26K +247 +515%
EWA
187
EverSource Wealth Advisors
Alabama
$3.37K +$607 +46 +19%
TPCW
188
TD Private Client Wealth
New York
$3.35K
CFGS
189
Concourse Financial Group Securities
Alabama
$3.21K -$422 -32 -10%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$2.88K +$2.06K +156 +173%
QC
191
Quent Capital
New York
$2.79K -$2.47K -187 -44%
AAP
192
Arax Advisory Partners
Colorado
$2.47K
SAM
193
Smartleaf Asset Management
Massachusetts
$2.15K -$1.48K -112 -38%
DIP
194
DT Investment Partners
Pennsylvania
$1.94K +$2.19K +166 New
HNB
195
Huntington National Bank
Ohio
$1.73K -$13 -1 -0.7%
PA
196
Parallel Advisors
California
$1.72K -$1.44K -109 -43%
AWM
197
Avior Wealth Management
Nebraska
$1.63K
FNWA
198
Financial Network Wealth Advisors
Utah
$1.59K -$1.79K -136 -50%
AWM
199
Activest Wealth Management
Florida
$1.53K
PA
200
Pineridge Advisors
Missouri
$1.51K

CERT Hedge Fund Activity: Q3 2024 in Review

225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q3 2024, worth a combined $1.36B — down 18% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CERT positions and 35 closed out — a net gain of 10 holders — while 63 added to existing stakes and 89 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $65.1M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $116M sold.

  • 225 institutional investors held Certara (CERT) as of Q3 2024, up from 215 in Q2 2024.
  • Funds reported $1.36B of Certara stock for Q3 2024, down 18% quarter-over-quarter.
  • 45 funds opened new Certara positions in Q3 2024 and 35 closed out, a net change of +10 holders.
  • The largest Certara buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $65.1M added.
  • The largest Certara seller in Q3 2024 was Baillie Gifford & Co, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2024.