Certara
CERT
192 hedge funds and large institutions have $1.62B invested in Certara in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 17 closing their positions.
45,100% more call options, than puts
Call options by funds: $452K | Put options by funds: $1K
176% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 17
17% more funds holding
Funds holding: 164 → 192 (+28)
10% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 59
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.05% less ownership
Funds ownership: 77.54% → 76.49% (-1.1%)
39% less capital invested
Capital invested by funds: $2.66B → $1.62B (-$1.04B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$22.1M |
| 2 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$21.6M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$18.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$15.3M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFM
EQT Fund Management
Luxembourg
|
-$111M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$57.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$34.5M |
| 4 |
Alkeon Capital Management
New York
|
-$14.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$11.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
201
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -150 | Closed |
|
202
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -50 | Closed |
|
|
SPIA
203
Steward Partners Investment Advisory
New York
| – | -$1K | -36 | Closed |
|
|
CAL
204
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$222 | -12 | -48% |
|
|
QCG
205
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$74 | -4 | -36% |
|
|
C
206
Covestor
London,
United Kingdom
| – | -$55 | -3 | -18% |
|
|
EI
207
Ellevest Inc
New York
| – | +$55 | +3 | New |
|
|
LC
208
Lindbrook Capital
Calabasas,
California
| – | +$333 | +18 | New |
|
CERT Hedge Fund Activity: Q3 2022 in Review
192 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q3 2022, worth a combined $1.62B — down 39% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new CERT positions and 17 closed out — a net gain of 30 holders — while 65 added to existing stakes and 59 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $22.1M. The largest seller was EQT Fund Management, cutting an estimated $111M.
- 192 institutional investors held Certara (CERT) as of Q3 2022, up from 164 in Q2 2022.
- Funds reported $1.62B of Certara stock for Q3 2022, down 39% quarter-over-quarter.
- 47 funds opened new Certara positions in Q3 2022 and 17 closed out, a net change of +30 holders.
- The largest Certara buyer in Q3 2022 was ArrowMark Colorado Holdings, an estimated $22.1M added.
- The largest Certara seller in Q3 2022 was EQT Fund Management, an estimated $111M sold.
Based on aggregated 13F filings for Q3 2022.