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Certara

224 hedge funds and large institutions have $1.35B invested in Certara in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 88 reducing their positions, and 37 closing their positions.

Holders
224
Holders Change
+8
Holders Change %
+3.7%
% of All Funds
3.24%
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
88
Closed
37
Calls
$310K
Puts
$235K
Net Calls
+$75K
Net Calls Change
+$168K
Name Market Value Shares Shares
Change
Shares
Change %
AAM
176
Advisors Asset Management
Colorado
$17.3K 1,475 -169 -10%
SPIA
177
Steward Partners Investment Advisory
New York
$15.4K 1,319
PPC
178
Park Place Capital
Alabama
$14K 1,199 -28 -2%
Simplex Trading
179
Simplex Trading
Illinois
$13K 1,152 +1,152 New
MG
180
Mather Group
Illinois
$9.11K 778
PCMC
181
Planning Capital Management Corporation
Pennsylvania
$7.61K 650
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$5K 397 -55 -12%
Group One Trading
183
Group One Trading
Illinois
$3.51K 300 +300 New
VWM
184
Venturi Wealth Management
Texas
$3.5K 299 -173 -37%
UB
185
UMB Bank
Missouri
$3.45K 295 +247 +515%
EWA
186
EverSource Wealth Advisors
Alabama
$3.37K 288 +46 +19%
TPCW
187
TD Private Client Wealth
New York
$3.35K 286
CFGS
188
Concourse Financial Group Securities
Alabama
$3.21K 274 -32 -10%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$2.88K 246 +156 +173%
QC
190
Quent Capital
New York
$2.79K 238 -187 -44%
AAP
191
Arax Advisory Partners
Colorado
$2.47K 211
SAM
192
Smartleaf Asset Management
Massachusetts
$2.15K 183 -112 -38%
DIP
193
DT Investment Partners
Pennsylvania
$1.94K 166 +166 New
HNB
194
Huntington National Bank
Ohio
$1.73K 148 -1 -0.7%
PA
195
Parallel Advisors
California
$1.72K 147 -109 -43%
AWM
196
Avior Wealth Management
Nebraska
$1.63K 139
FNWA
197
Financial Network Wealth Advisors
Utah
$1.59K 136 -136 -50%
AWM
198
Activest Wealth Management
Florida
$1.53K 131
PA
199
Pineridge Advisors
Missouri
$1.51K 129
CTWM
200
Cherry Tree Wealth Management
Minnesota
$1.17K 100