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Certara
CERT

Overview Fund Activity

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

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$66.2M
2
Ameriprise
2
Ameriprise
Minnesota
$40.3M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$17.9M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$40.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$17.2M

Top Sellers

1
MIC
1
Mubadala Investment Company
United Arab Emirates
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$147K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26.2M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
201
Hazlett, Burt & Watson
West Virginia
$1K – – –
BCMLT
202
Beacon Capital Management LLC (Tennessee)
Tennessee
$916 – – –
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$852 – – –
Creative Planning
204
Creative Planning
Kansas
$618 +$618 +58 New
FFA
205
Farther Finance Advisors
California
$458 -$469 -44 -51%
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$415 +$415 +39 New
S
207
SignatureFD
Georgia
$309 +$309 +29 New
BGAI
208
Bruce G. Allen Investments
Colorado
$298 +$298 +28 New
CA
209
CoreCap Advisors
Michigan
$277 +$277 +26 New
Russell Investments Group
210
Russell Investments Group
United Kingdom
$170 -$701 -66 -80%
AWM
211
Abound Wealth Management
Tennessee
$160 – – –
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$128 -$864 -81 -87%
NA
213
NewEdge Advisors
Louisiana
$85 – – –
LFG
214
Larson Financial Group
Missouri
$64 – – –
MCM
215
MV Capital Management
Maryland
$54 +$32 +3 +150%
GBT
216
Grove Bank & Trust
Florida
$43 +$43 +4 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$22 -$209 -19 -90%
BIG
218
Brooklyn Investment Group
New York
$22 +$22 +2 New
GFPC
219
Global Financial Private Client
Florida
$21 +$21 +2 New
DPW
220
DiNuzzo Private Wealth
Pennsylvania
$11 -$22 -2 -67%
MIC
221
Mubadala Investment Company
United Arab Emirates
– -$113M -9,615,384 Closed
ClearBridge Investments
222
ClearBridge Investments
New York
– -$32.5M -2,775,859 Closed
TCM
223
TimesSquare Capital Management
New York
– -$11.2M -956,655 Closed
Franklin Resources
224
Franklin Resources
California
– -$8.21M -730,586 Closed
BCM
225
Boone Capital Management
Georgia
– -$6.34M -541,830 Closed
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