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Certara

97 hedge funds and large institutions have $1.19B invested in Certara in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 13

6.89% more ownership

Funds ownership: 21.7%28.59% (+6.9%)

6% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$72.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

3% less funds holding

Funds holding: 10097 (-3)

88% less call options, than puts

Call options by funds: $838K | Put options by funds: $6.76M

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
45
Reduced
13
Closed
34
Calls
$838K
Puts
$6.76M
Net Calls
-$5.92M
Net Calls Change
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
1
William Blair Investment Management
Illinois
$132M +$155M +4,657,379 +2,554%
Alkeon Capital Management
2
Alkeon Capital Management
New York
$101M +$5.22M +157,036 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$93.3M +$42.6M +1,279,999 +60%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$82.6M +$2.54M +76,475 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$75.9M +$26.7M +801,502 +41%
BlackRock
6
BlackRock
New York
$72.2M +$53.3M +1,601,877 +153%
Franklin Resources
7
Franklin Resources
California
$56.4M +$33.3M +1,000,614 +94%
AllianceBernstein
8
AllianceBernstein
Tennessee
$52.7M +$32.3M +970,595 +101%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$48.4M +$3.4M +102,115 +6%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$43.1M +$23.5M +705,507 +81%
Goldman Sachs
11
Goldman Sachs
New York
$37.6M +$15.7M +472,284 +52%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$35.8M +$8.46M +254,363 +24%
ClearBridge Investments
13
ClearBridge Investments
New York
$35.5M +$15M +451,645 +53%
HHMI
14
Howard Hughes Medical Institute
Maryland
$34M -$5.71M -171,647 -12%
Ameriprise
15
Ameriprise
Minnesota
$28.1M +$26.3M +791,099 +330%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$21.5M +$26.2M +787,464 New
BAMCO Inc
17
BAMCO Inc
New York
$20.4M +$249K +7,489 +1%
Capital World Investors
18
Capital World Investors
California
$18.7M -$22.1M -663,864 -49%
Invesco
19
Invesco
Georgia
$16.4M +$20M +601,038 New
DM
20
Deerfield Management
New York
$16.4M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$15.3M +$15M +451,758 +420%
Federated Hermes
22
Federated Hermes
Pennsylvania
$12.3M
PFM
23
Premier Fund Managers
United Kingdom
$10.7M +$13.4M +403,824 New
Holocene Advisors
24
Holocene Advisors
New York
$8.43M +$10.3M +308,605 New
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$8.19M -$29.6M -888,508 -75%

CERT Hedge Fund Activity: Q1 2021 in Review

97 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2021, worth a combined $1.19B — up 6.5% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CERT and 33 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 45 added.

The largest buyer was William Blair Investment Management, adding an estimated $155M. The largest seller was Janus Henderson Group, cutting an estimated $29.6M.

  • 97 institutional investors held Certara (CERT) as of Q1 2021, down from 100 in Q4 2020.
  • Funds reported $1.19B of Certara stock for Q1 2021, up 6.5% quarter-over-quarter.
  • 33 funds opened new Certara positions in Q1 2021 and 34 closed out, a net change of -1 holder.
  • The largest Certara buyer in Q1 2021 was William Blair Investment Management, an estimated $155M added.
  • The largest Certara seller in Q1 2021 was Janus Henderson Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2021.