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Certara
CERT

Overview Fund Activity

214 hedge funds and large institutions have $2.62B invested in Certara in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+16
Holders Change %
+8.08%
% of All Funds
3.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
85
Reduced
62
Closed
21
Calls
$1.39M
Puts
$369K
Net Calls
+$1.02M
Net Calls Change
+$915K

Top Buyers

1
BlackRock
1
BlackRock
New York
$357M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$79.7M
3
State Street
3
State Street
Massachusetts
$77.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$290M
5
GCM
5
Geneva Capital Management
Wisconsin
$46.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$26.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$129M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$229M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
201
Ellevest Inc
New York
$747 +$120 +5 +19%
Allspring Global Investments
202
Allspring Global Investments
North Carolina
$482 -$2.6K -108 -84%
BF
203
BOK Financial
Oklahoma
$313 +$313 +13 New
ECM
204
Everence Capital Management
Indiana
$297 +$297 +12,320 New
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$275 +$7 +272 +2%
AF
206
Allworth Financial
California
$266 – – –
JWA
207
JFS Wealth Advisors
Pennsylvania
$121 +$24 +1 +25%
SC
208
Schubert & Co
Texas
$121 +$24 +1 +25%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$121 +$121 +5 New
SIC
210
SJS Investment Consulting
Ohio
$49 – – –
AF
211
Advisornet Financial
Minnesota
$48 – – –
DI
212
Disciplined Investments
Oklahoma
$48 +$24 +1 +100%
Neuberger Berman Group
213
Neuberger Berman Group
New York
– -$21.5M -1,339,633 Closed
Marshall Wace
214
Marshall Wace
United Kingdom
– -$4.55M -283,407 Closed
BBHC
215
Brown Brothers Harriman & Co
New York
– -$4.34M -270,249 Closed
RC
216
Roubaix Capital
Colorado
– -$2.09M -130,192 Closed
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
– -$1.91M -118,971 Closed
E
218
Ergoteles
New York
– -$615K -38,255 Closed
NYLIM
219
New York Life Investment Management
New York
– -$424K -26,407 Closed
HSBC Holdings
220
HSBC Holdings
United Kingdom
– -$311K -19,326 Closed
LCM
221
Landscape Capital Management
New Jersey
– -$268K -16,671 Closed
Squarepoint
222
Squarepoint
New York
– -$225K -14,029 Closed
KI
223
Kula Investments
Illinois
– -$223K -13,865 Closed
CM
224
Capula Management
Cayman Islands
– -$215K -13,404 Closed
Citadel Advisors
225
Citadel Advisors
Florida
– -$212K -13,164 Closed
6 7 8
9
10