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Certara

164 hedge funds and large institutions have $1.85B invested in Certara in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1.7% more ownership

Funds ownership: 52.11%53.81% (+1.7%)

1% more funds holding

Funds holding: 162164 (+2)

22% less capital invested

Capital invested by funds: $2.37B → $1.85B (-$520M)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
42
Closed
27
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$245M -$26.9M -1,117,785 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$211M +$12.1M +503,548 +5%
BlackRock
3
BlackRock
New York
$140M +$1.78M +74,266 +1%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$119M -$88.2K -3,670 -0.1%
RP
5
Riverbridge Partners
Minnesota
$96.8M +$10M +416,876 +10%
JP Morgan Chase
6
JP Morgan Chase
New York
$84M +$8.32M +346,460 +10%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$75.7M -$1.76M -73,200 -2%
ClearBridge Investments
8
ClearBridge Investments
New York
$68.8M +$28.4M +1,183,859 +59%
AllianceBernstein
9
AllianceBernstein
Tennessee
$65.4M -$4.2M -174,794 -5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$64.6M -$4.94M -205,403 -6%
ACH
11
ArrowMark Colorado Holdings
Colorado
$62.5M +$69.9M +2,911,092 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$59.8M -$8.66M -360,324 -11%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$59.3M +$10.9M +453,086 +20%
Franklin Resources
14
Franklin Resources
California
$44.7M +$3.24M +135,017 +7%
Ameriprise
15
Ameriprise
Minnesota
$34.9M -$154K -6,428 -0.4%
State Street
16
State Street
Massachusetts
$32.9M +$2.46M +102,564 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$31.6M +$2.25M +93,814 +7%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$28.3M -$23.6K -981 -0.1%
Lazard Asset Management
19
Lazard Asset Management
New York
$20.2M -$1.09M -45,247 -5%
Goldman Sachs
20
Goldman Sachs
New York
$19.1M -$1.73M -71,888 -7%
Charles Schwab
21
Charles Schwab
California
$17.7M +$482K +20,062 +2%
Norges Bank
22
Norges Bank
Norway
$17.1M -$2.22M -92,307 -10%
Invesco
23
Invesco
Georgia
$14.4M +$1.81M +75,322 +13%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$14.3M -$70.2K -2,920 -0.4%
Northern Trust
25
Northern Trust
Illinois
$14.2M +$355K +14,759 +2%

CERT Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2022, worth a combined $1.85B — down 22% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CERT positions and 27 closed out — a net gain of 4 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $69.9M. The largest seller was Capital World Investors, exiting entirely with an estimated $35.7M sold.

  • 164 institutional investors held Certara (CERT) as of Q1 2022, up from 162 in Q4 2021.
  • Funds reported $1.85B of Certara stock for Q1 2022, down 22% quarter-over-quarter.
  • 31 funds opened new Certara positions in Q1 2022 and 27 closed out, a net change of +4 holders.
  • The largest Certara buyer in Q1 2022 was ArrowMark Colorado Holdings, an estimated $69.9M added.
  • The largest Certara seller in Q1 2022 was Capital World Investors, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2022.