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Certara

222 hedge funds and large institutions have $1.24B invested in Certara in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,163% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $68K

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

0.18% more ownership

Funds ownership: 72.09%72.27% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 225222 (-3)

9% less capital invested

Capital invested by funds: $1.36B → $1.24B (-$118M)

Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
84
Reduced
72
Closed
42
Calls
$1.54M
Puts
$68K
Net Calls
+$1.47M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$18.1K -$380 -35 -2%
HNB
177
Huntington National Bank
Ohio
$13.6K +$12.3K +1,128 +762%
BTI
178
Blue Trust Inc
Georgia
$9.62K -$32.8K -3,022 -77%
PPC
179
Park Place Capital
Alabama
$9.33K -$3.51K -323 -27%
VCM
180
Versant Capital Management
Arizona
$9.08K +$8.72K +803 +1,606%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$9K +$4.41K +406 +102%
MG
182
Mather Group
Illinois
$8.29K
AAP
183
Arax Advisory Partners
Colorado
$5.94K +$3.77K +347 +164%
AssetMark Inc
184
AssetMark Inc
California
$5.33K +$5.43K +500 New
UB
185
UMB Bank
Missouri
$4.07K +$945 +87 +29%
SS
186
SBI Securities
Japan
$3.44K +$3.51K +323 New
CFGS
187
Concourse Financial Group Securities
Alabama
$2.73K -$695 -64 -23%
TPCW
188
TD Private Client Wealth
New York
$2.28K -$782 -72 -25%
MCM
189
MAI Capital Management
Ohio
$1.92K +$1.96K +180 New
AWM
190
Avior Wealth Management
Nebraska
$1.83K +$358 +33 +24%
LC
191
Lindbrook Capital
California
$1.72K +$1.56K +144 +847%
EWA
192
EverSource Wealth Advisors
Alabama
$1.69K -$1.4K -129 -45%
QC
193
Quent Capital
New York
$1.57K -$988 -91 -38%
AF
194
Allworth Financial
California
$1.56K +$923 +85 +243%
AWM
195
Activest Wealth Management
Florida
$1.42K +$22 +2 +2%
PA
196
Pineridge Advisors
Missouri
$1.37K
GSWM
197
Golden State Wealth Management
California
$1.16K +$1.18K +109 New
CTWM
198
Cherry Tree Wealth Management
Minnesota
$1.06K
S
199
Sachetta
Massachusetts
$1.06K +$1.09K +100 New
IA
200
IFP Advisors
Florida
$1.03K +$424 +39 New

CERT Hedge Fund Activity: Q4 2024 in Review

222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2024, worth a combined $1.24B — down 8.7% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CERT positions and 42 closed out — a net gain of 1 holder — while 84 added to existing stakes and 72 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $41.9M. The largest seller was Mubadala Investment Company, exiting entirely with an estimated $113M sold.

  • 222 institutional investors held Certara (CERT) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.24B of Certara stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 43 funds opened new Certara positions in Q4 2024 and 42 closed out, a net change of +1 holder.
  • The largest Certara buyer in Q4 2024 was ArrowMark Colorado Holdings, an estimated $41.9M added.
  • The largest Certara seller in Q4 2024 was Mubadala Investment Company, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.