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Certara

141 hedge funds and large institutions have $2.36B invested in Certara in 2021 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 11

381% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $1.16M

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

81% more capital invested

Capital invested by funds: $1.3B → $2.36B (+$1.06B)

53% more funds holding

Funds holding: 92141 (+49)

15.24% more ownership

Funds ownership: 30.08%45.32% (+15%)

Holders
141
Holders Change
+49
Holders Change %
+53.26%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
60
Increased
50
Reduced
21
Closed
11
Calls
$5.59M
Puts
$1.16M
Net Calls
+$4.43M
Net Calls Change
-$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$419M +$358M +11,865,551 +1,507%
Vanguard Group
2
Vanguard Group
Pennsylvania
$280M +$146M +4,827,172 +133%
BlackRock
3
BlackRock
New York
$190M +$27.3M +904,592 +19%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$149M -$8.04M -266,570 -6%
Alkeon Capital Management
5
Alkeon Capital Management
New York
$121M -$240K -7,968 -0.2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$108M -$472K -15,626 -0.5%
JP Morgan Chase
7
JP Morgan Chase
New York
$107M +$6.84M +226,724 +8%
RP
8
Riverbridge Partners
Minnesota
$95.6M +$87.2M +2,888,395 New
AllianceBernstein
9
AllianceBernstein
Tennessee
$78.8M +$1.83M +60,550 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$70.2M +$7.85M +259,978 +14%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$56.9M -$15.3M -505,633 -23%
Franklin Resources
12
Franklin Resources
California
$56.9M -$223K -7,385 -0.4%
ClearBridge Investments
13
ClearBridge Investments
New York
$50.7M -$33.9K -1,123 -0.1%
Ameriprise
14
Ameriprise
Minnesota
$43.6M -$12.8M -423,812 -24%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$43.6M +$114K +3,775 +0.3%
Goldman Sachs
16
Goldman Sachs
New York
$38.4M -$3.09M -102,559 -8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$38.1M +$18.3M +607,141 +111%
State Street
18
State Street
Massachusetts
$32.2M +$15.3M +506,154 +108%
HHMI
19
Howard Hughes Medical Institute
Maryland
$29.9M -$12.3M -408,575 -31%
Charles Schwab
20
Charles Schwab
California
$23.2M +$12.6M +417,708 +148%
Northern Trust
21
Northern Trust
Illinois
$20.2M +$12.3M +407,448 +202%
Norges Bank
22
Norges Bank
Norway
$16.5M +$12.8M +424,542 +566%
Invesco
23
Invesco
Georgia
$16.2M +$13.9M +458,990 +1,439%
Lazard Asset Management
24
Lazard Asset Management
New York
$14.2M +$12.9M +427,916 New
Capital World Investors
25
Capital World Investors
California
$13.2M -$8.67M -287,268 -42%

CERT Hedge Fund Activity: Q3 2021 in Review

141 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q3 2021, worth a combined $2.36B — up 81% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CERT positions and 11 closed out — a net gain of 49 holders — while 50 added to existing stakes and 21 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $358M. The largest seller was BAMCO Inc, cutting an estimated $21.1M.

  • 141 institutional investors held Certara (CERT) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $2.36B of Certara stock for Q3 2021, up 81% quarter-over-quarter.
  • 60 funds opened new Certara positions in Q3 2021 and 11 closed out, a net change of +49 holders.
  • The largest Certara buyer in Q3 2021 was Baillie Gifford & Co, an estimated $358M added.
  • The largest Certara seller in Q3 2021 was BAMCO Inc, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2021.