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Certara

225 hedge funds and large institutions have $1.36B invested in Certara in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $310K | Put options by funds: $235K

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

5% more funds holding

Funds holding: 215225 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.41% less ownership

Funds ownership: 74.5%72.09% (-2.4%)

18% less capital invested

Capital invested by funds: $1.66B → $1.36B (-$302M)

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

Holders
225
Holders Change
+10
Holders Change %
+4.65%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
63
Reduced
89
Closed
35
Calls
$310K
Puts
$235K
Net Calls
+$75K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$155M -$2.26M -171,201 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M -$1.32M -100,011 -0.8%
MIC
3
Mubadala Investment Company
United Arab Emirates
$113M
WA
4
Wasatch Advisors
Utah
$106M +$21.8M +1,651,076 +22%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$93.8M +$65.1M +4,932,885 +160%
GCM
6
Geneva Capital Management
Wisconsin
$64.5M +$493K +37,392 +0.7%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$46.8M +$52.8M +4,000,603 New
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$45.7M +$14.9M +1,128,006 +41%
JP Morgan Chase
9
JP Morgan Chase
New York
$45.3M -$2.33M -176,780 -4%
State Street
10
State Street
Massachusetts
$43.1M +$1.62M +122,411 +3%
ClearBridge Investments
11
ClearBridge Investments
New York
$32.5M -$17.3M -1,311,538 -32%
RP
12
Riverbridge Partners
Minnesota
$28.1M -$3.14M -237,749 -9%
ACH
13
ArrowMark Colorado Holdings
Colorado
$27.5M -$14.9M -1,131,450 -32%
BBHC
14
Brown Brothers Harriman & Co
New York
$27.3M +$30.8M +2,330,615 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$22.3M +$5.87K +445 +0%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$18.7M -$47.7M -3,616,651 -69%
DG
17
Daventry Group
New York
$17.7M +$2.71M +205,527 +16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.9M -$445K -33,735 -2%
LCOV
19
London Company of Virginia
Virginia
$16.8M +$524K +39,686 +3%
Bank of America
20
Bank of America
North Carolina
$14.4M +$5.39M +408,317 +50%
GT
21
Glenmede Trust
Pennsylvania
$14.1M +$7M +530,598 +79%
SEI Investments
22
SEI Investments
Pennsylvania
$13M +$1.46M +110,932 +11%
Morgan Stanley
23
Morgan Stanley
New York
$12.9M +$2.14M +162,529 +17%
Millennium Management
24
Millennium Management
New York
$12.4M +$13.5M +1,021,706 +2,757%
TCM
25
TimesSquare Capital Management
New York
$11.2M +$384K +29,090 +3%

CERT Hedge Fund Activity: Q3 2024 in Review

225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q3 2024, worth a combined $1.36B — down 18% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CERT positions and 35 closed out — a net gain of 10 holders — while 63 added to existing stakes and 89 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $65.1M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $116M sold.

  • 225 institutional investors held Certara (CERT) as of Q3 2024, up from 215 in Q2 2024.
  • Funds reported $1.36B of Certara stock for Q3 2024, down 18% quarter-over-quarter.
  • 45 funds opened new Certara positions in Q3 2024 and 35 closed out, a net change of +10 holders.
  • The largest Certara buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $65.1M added.
  • The largest Certara seller in Q3 2024 was Baillie Gifford & Co, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2024.