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Certara
CERT

Overview Fund Activity

219 hedge funds and large institutions have $2.15B invested in Certara in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
79
Reduced
74
Closed
20
Calls
$178K
Puts
$54K
Net Calls
+$124K
Net Calls Change
-$153K

Top Buyers

1
LCOV
London Company of Virginia
Virginia
$29.1M
2
WA
Wasatch Advisors
Utah
$88.1M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$57.3M
4
GCM
Geneva Capital Management
Wisconsin
$78.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$77.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$102M
2
EDRH
Edmond de Rothschild Holding
Switzerland
$0
3
ACH
ArrowMark Colorado Holdings
Colorado
$63.1M
4
Morgan Stanley
Morgan Stanley
New York
$16.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
201
First Manhattan
New York
$1.79K – – –
SWS
202
SYSTM Wealth Solutions
Illinois
$1.72K – – –
BCMLT
203
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K +$1.54K +86 New
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$1.5K – – –
A
205
AlphaQuest
New York
$1.48K +$1.48K +83 New
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.43K – – –
TFA
207
Toth Financial Advisory
Virginia
$1.34K +$1.34K +75 New
AW
208
Avion Wealth
Texas
$1K +$1K +27 New
UB
209
UMB Bank
Missouri
$769 +$769 +43 New
S
210
Sachetta
Massachusetts
$528 – – –
JWA
211
JFS Wealth Advisors
Pennsylvania
$430 – – –
Allspring Global Investments
212
Allspring Global Investments
North Carolina
$357 – – –
AWM
213
Abound Wealth Management
Tennessee
$269 – – –
ECM
214
Everence Capital Management
Indiana
$220 – – –
SIC
215
SJS Investment Consulting
Ohio
$179 +$54 +3 +43%
AF
216
Allworth Financial
California
$161 – – –
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$90 – – –
EDRH
218
Edmond de Rothschild Holding
Switzerland
– -$13.5M -769,300 Closed
AP
219
Advisors Preferred
Maryland
– -$2.42M -139,395 Closed
Marshall Wace
220
Marshall Wace
United Kingdom
– -$761K -43,238 Closed
JF
221
Jump Financial
Illinois
– -$437K -24,830 Closed
Vontobel Holding
222
Vontobel Holding
Switzerland
– -$409K -23,264 Closed
YC
223
Yarbrough Capital
Tennessee
– -$228K -12,954 Closed
NP
224
NorthRock Partners
Minnesota
– -$212K -12,030 Closed
Two Sigma Investments
225
Two Sigma Investments
New York
– -$207K -11,778 Closed
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