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Certara

219 hedge funds and large institutions have $2.15B invested in Certara in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $178K | Put options by funds: $54K

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 212219 (+7)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$54.8M)

0.69% more ownership

Funds ownership: 74.38%75.07% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
79
Reduced
74
Closed
20
Calls
$178K
Puts
$54K
Net Calls
+$124K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$250M +$556K +32,215 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$224M +$187K +10,820 +0.1%
MIC
3
Mubadala Investment Company
United Arab Emirates
$172M
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$153M -$6.62M -383,919 -4%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$102M -$22.8M -1,322,526 -19%
WA
6
Wasatch Advisors
Utah
$88.1M +$16.1M +932,598 +23%
GCM
7
Geneva Capital Management
Wisconsin
$78.7M +$9.99M +579,349 +15%
JP Morgan Chase
8
JP Morgan Chase
New York
$77.9M +$6.05M +350,876 +9%
ClearBridge Investments
9
ClearBridge Investments
New York
$74.6M +$567K +32,846 +0.8%
State Street
10
State Street
Massachusetts
$63.6M +$1.19M +69,212 +2%
ACH
11
ArrowMark Colorado Holdings
Colorado
$63.1M -$11.6M -674,996 -16%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$57.3M +$12.3M +712,902 +29%
RP
13
Riverbridge Partners
Minnesota
$50.4M +$36.8K +2,133 +0.1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$50.2M +$4.57M +264,932 +10%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$45.2M -$1.03M -59,711 -2%
Ameriprise
16
Ameriprise
Minnesota
$39.3M -$94.7K -5,491 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$33.4M +$1.21M +70,259 +4%
Franklin Resources
18
Franklin Resources
California
$31.8M -$723K -41,930 -2%
LCOV
19
London Company of Virginia
Virginia
$29.1M +$28.1M +1,626,716 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$24.6M -$550K -31,905 -2%
Northern Trust
21
Northern Trust
Illinois
$23M +$275K +15,963 +1%
GIP
22
Granite Investment Partners
California
$21.7M -$138K -8,021 -0.7%
BAMCO Inc
23
BAMCO Inc
New York
$19.4M +$259K +15,000 +1%
Morgan Stanley
24
Morgan Stanley
New York
$16.9M -$9.64M -558,665 -37%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$14.7M -$1.2M -69,725 -8%

CERT Hedge Fund Activity: Q1 2024 in Review

219 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2024, worth a combined $2.15B — up 2.6% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CERT positions and 20 closed out — a net gain of 7 holders — while 79 added to existing stakes and 74 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $28.1M. The largest seller was William Blair Investment Management, cutting an estimated $22.8M.

  • 219 institutional investors held Certara (CERT) as of Q1 2024, up from 212 in Q4 2023.
  • Funds reported $2.15B of Certara stock for Q1 2024, up 2.6% quarter-over-quarter.
  • 27 funds opened new Certara positions in Q1 2024 and 20 closed out, a net change of +7 holders.
  • The largest Certara buyer in Q1 2024 was London Company of Virginia, an estimated $28.1M added.
  • The largest Certara seller in Q1 2024 was William Blair Investment Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2024.