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Certara

215 hedge funds and large institutions have $1.66B invested in Certara in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.57% less ownership

Funds ownership: 75.07%74.5% (-0.57%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

2% less funds holding

Funds holding: 219215 (-4)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

23% less capital invested

Capital invested by funds: $2.15B → $1.66B (-$487M)

41% less call options, than puts

Call options by funds: $133K | Put options by funds: $226K

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
69
Reduced
87
Closed
28
Calls
$133K
Puts
$226K
Net Calls
-$93K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$665 +$82 +5 +12%
Allspring Global Investments
202
Allspring Global Investments
North Carolina
$623 +$411 +25 +125%
S
203
Sachetta
Massachusetts
$474
AF
204
Allworth Financial
California
$386 +$246 +15 +167%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$319 -$1K -61 -73%
JWA
206
JFS Wealth Advisors
Pennsylvania
$319 -$16 -1 -4%
MCM
207
MV Capital Management
Maryland
$319 +$378 +23 New
ECM
208
Everence Capital Management
Indiana
$211
AWM
209
Abound Wealth Management
Tennessee
$208
SIC
210
SJS Investment Consulting
Ohio
$139
NA
211
NewEdge Advisors
Louisiana
$111 +$131 +8 New
DPW
212
DiNuzzo Private Wealth
Pennsylvania
$84 +$16 +1 +20%
LFG
213
Larson Financial Group
Missouri
$83 +$99 +6 New
IECM
214
Intrinsic Edge Capital Management
Illinois
-$3.93M -220,000 Closed
AACP
215
Advantage Alpha Capital Partners
California
-$2.94M -164,629 Closed
TPSF
216
Texas Permanent School Fund
Texas
-$1.68M -93,729 Closed
AQR Capital Management
217
AQR Capital Management
Connecticut
-$1.66M -92,713 Closed
LCM
218
Landscape Capital Management
New Jersey
-$748K -41,809 Closed
GCP
219
GSA Capital Partners
United Kingdom
-$571K -31,960 Closed
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
-$449K -25,117 Closed
Balyasny Asset Management
221
Balyasny Asset Management
Illinois
-$432K -24,168 Closed
EOJOAM
222
E. Ohman J:or Asset Management
Sweden
-$383K -21,424 Closed
AWS
223
Atria Wealth Solutions
New York
-$300K -16,792 Closed
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
-$279K -15,587 Closed
Man Group
225
Man Group
United Kingdom
-$252K -14,114 Closed

CERT Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q2 2024, worth a combined $1.66B — down 23% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CERT and 27 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 69 added.

The largest buyer was Wasatch Advisors, adding an estimated $40.1M. The largest seller was Ameriprise, cutting an estimated $28.8M.

  • 215 institutional investors held Certara (CERT) as of Q2 2024, down from 219 in Q1 2024.
  • Funds reported $1.66B of Certara stock for Q2 2024, down 23% quarter-over-quarter.
  • 27 funds opened new Certara positions in Q2 2024 and 28 closed out, a net change of -1 holder.
  • The largest Certara buyer in Q2 2024 was Wasatch Advisors, an estimated $40.1M added.
  • The largest Certara seller in Q2 2024 was Ameriprise, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2024.