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Certara

222 hedge funds and large institutions have $1.24B invested in Certara in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,163% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $68K

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

0.18% more ownership

Funds ownership: 72.09%72.27% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 225222 (-3)

9% less capital invested

Capital invested by funds: $1.36B → $1.24B (-$118M)

Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
84
Reduced
72
Closed
42
Calls
$1.54M
Puts
$68K
Net Calls
+$1.47M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$630 +58 New
FFA
205
Farther Finance Advisors
California
$458 -$478 -44 -51%
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$415 +$424 +39 New
S
207
SignatureFD
Georgia
$309 +$315 +29 New
BGAI
208
Bruce G. Allen Investments
Colorado
$298 +$304 +28 New
CA
209
CoreCap Advisors
Michigan
$277 +$282 +26 New
Russell Investments Group
210
Russell Investments Group
United Kingdom
$170 -$717 -66 -80%
AWM
211
Abound Wealth Management
Tennessee
$160
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$128 -$880 -81 -87%
NA
213
NewEdge Advisors
Louisiana
$85
LFG
214
Larson Financial Group
Missouri
$64
MCM
215
MV Capital Management
Maryland
$54 +$33 +3 +150%
GBT
216
Grove Bank & Trust
Florida
$43 +$43 +4 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$22 -$206 -19 -90%
BIG
218
Brooklyn Investment Group
New York
$22 +$22 +2 New
GFPC
219
Global Financial Private Client
Florida
$21 +$22 +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

CERT Hedge Fund Activity: Q4 2024 in Review

222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2024, worth a combined $1.24B — down 8.7% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CERT positions and 42 closed out — a net gain of 1 holder — while 84 added to existing stakes and 72 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $41.9M. The largest seller was Mubadala Investment Company, exiting entirely with an estimated $113M sold.

  • 222 institutional investors held Certara (CERT) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.24B of Certara stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 43 funds opened new Certara positions in Q4 2024 and 42 closed out, a net change of +1 holder.
  • The largest Certara buyer in Q4 2024 was ArrowMark Colorado Holdings, an estimated $41.9M added.
  • The largest Certara seller in Q4 2024 was Mubadala Investment Company, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.