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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 44 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
84
Reduced
71
Closed
42
Calls
$1.54M
Puts
$68K
Net Calls
+$1.47M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
176
Global Retirement Partners
California
$18.1K -$373 -35 -2%
HNB
177
Huntington National Bank
Ohio
$13.6K +$12K +1,128 +762%
BTI
178
Blue Trust Inc
Georgia
$9.62K -$32.2K -3,022 -77%
PPC
179
Park Place Capital
Alabama
$9.33K -$3.44K -323 -27%
VCM
180
Versant Capital Management
Arizona
$9.08K +$8.55K +803 +1,606%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$9K +$4.55K +406 +102%
MG
182
Mather Group
Illinois
$8.29K
AAP
183
Arax Advisory Partners
Colorado
$5.94K +$3.7K +347 +164%
AssetMark Inc
184
AssetMark Inc
California
$5.33K +$5.33K +500 New
UB
185
UMB Bank
Missouri
$4.07K +$926 +87 +29%
SS
186
SBI Securities
Japan
$3.44K +$3.44K +323 New
CFGS
187
Concourse Financial Group Securities
Alabama
$2.73K -$831 -64 -23%
TPCW
188
TD Private Client Wealth
New York
$2.28K -$767 -72 -25%
MCM
189
MAI Capital Management
Ohio
$1.92K +$1.92K +180 New
AWM
190
Avior Wealth Management
Nebraska
$1.83K +$351 +33 +24%
LC
191
Lindbrook Capital
California
$1.72K +$1.53K +144 +847%
EWA
192
EverSource Wealth Advisors
Alabama
$1.69K -$1.37K -129 -45%
QC
193
Quent Capital
New York
$1.57K -$969 -91 -38%
AF
194
Allworth Financial
California
$1.56K +$1.1K +85 +243%
AWM
195
Activest Wealth Management
Florida
$1.42K +$21 +2 +2%
PA
196
Pineridge Advisors
Missouri
$1.37K
GSWM
197
Golden State Wealth Management
California
$1.16K +$1.16K +109 New
CTWM
198
Cherry Tree Wealth Management
Minnesota
$1.07K
S
199
Sachetta
Massachusetts
$1.07K +$1.07K +100 New
IA
200
IFP Advisors
Florida
$1.03K +$1.03K +39 New