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Certara

162 hedge funds and large institutions have $2.37B invested in Certara in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 72 increasing their positions, 29 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

247,700% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $2K

148% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 29

68% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 31

15% more funds holding

Funds holding: 141162 (+21)

6.79% more ownership

Funds ownership: 45.32%52.11% (+6.8%)

0% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$4.06M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
162
Holders Change
+21
Holders Change %
+14.89%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
72
Reduced
29
Closed
31
Calls
$4.96M
Puts
$2K
Net Calls
+$4.95M
Net Calls Change
+$527K
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$357M -$3.63M -107,947 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M +$28.5M +847,267 +10%
BlackRock
3
BlackRock
New York
$184M +$24.7M +733,317 +13%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$157M +$34.8M +1,034,482 +23%
RP
5
Riverbridge Partners
Minnesota
$116M +$40.4M +1,200,478 +42%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$102M -$2.4M -71,465 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$101M +$11.2M +333,694 +10%
AllianceBernstein
8
AllianceBernstein
Tennessee
$91.5M +$28.2M +838,660 +35%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$91.3M -$1.79M -53,107 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$89.3M +$34.4M +1,021,418 +48%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$65.6M +$19.7M +586,544 +34%
ClearBridge Investments
12
ClearBridge Investments
New York
$57.3M +$16.3M +485,596 +32%
Franklin Resources
13
Franklin Resources
California
$55.3M +$7.58M +225,476 +13%
Ameriprise
14
Ameriprise
Minnesota
$46.5M +$10.7M +318,883 +24%
State Street
15
State Street
Massachusetts
$40.6M +$15.3M +456,213 +47%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$39.2M +$7.6M +226,047 +20%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$37.4M +$31.7K +942 +0.1%
Capital World Investors
18
Capital World Investors
California
$35.7M +$28.8M +856,959 +216%
Lazard Asset Management
19
Lazard Asset Management
New York
$28M +$18.7M +556,858 +130%
Goldman Sachs
20
Goldman Sachs
New York
$27.3M -$6.72M -199,890 -17%
Norges Bank
21
Norges Bank
Norway
$25.3M +$13.1M +389,592 +78%
Charles Schwab
22
Charles Schwab
California
$22.8M +$3.44M +102,163 +15%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$19M +$21.9M +650,610 +3,573%
Northern Trust
24
Northern Trust
Illinois
$18.4M +$1.3M +38,752 +6%
Invesco
25
Invesco
Georgia
$16.9M +$3.48M +103,447 +21%

CERT Hedge Fund Activity: Q4 2021 in Review

162 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2021, worth a combined $2.37B — up 0.17% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CERT positions and 31 closed out — a net gain of 21 holders — while 72 added to existing stakes and 29 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $40.4M. The largest seller was Howard Hughes Medical Institute, exiting entirely with an estimated $29.9M sold.

  • 162 institutional investors held Certara (CERT) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $2.37B of Certara stock for Q4 2021, up 0.17% quarter-over-quarter.
  • 52 funds opened new Certara positions in Q4 2021 and 31 closed out, a net change of +21 holders.
  • The largest Certara buyer in Q4 2021 was Riverbridge Partners, an estimated $40.4M added.
  • The largest Certara seller in Q4 2021 was Howard Hughes Medical Institute, an estimated $29.9M sold.

Based on aggregated 13F filings for Q4 2021.