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Certara

222 hedge funds and large institutions have $1.24B invested in Certara in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,163% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $68K

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

0.18% more ownership

Funds ownership: 72.09%72.27% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 225222 (-3)

9% less capital invested

Capital invested by funds: $1.36B → $1.24B (-$118M)

Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
84
Reduced
72
Closed
42
Calls
$1.54M
Puts
$68K
Net Calls
+$1.47M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$147M +$6.23M +573,415 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M +$413K +38,068 +0.3%
WA
3
Wasatch Advisors
Utah
$95.2M -$868K -79,943 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$83.9M -$1.46M -134,401 -2%
ACH
5
ArrowMark Colorado Holdings
Colorado
$66.2M +$41.9M +3,861,674 +164%
GCM
6
Geneva Capital Management
Wisconsin
$58.1M -$561K -51,609 -0.9%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$48.5M +$6.05M +557,348 +14%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$43.5M +$1.98M +182,042 +5%
BBHC
9
Brown Brothers Harriman & Co
New York
$40.7M +$16.2M +1,487,998 +64%
State Street
10
State Street
Massachusetts
$40.3M +$1.11M +101,906 +3%
Ameriprise
11
Ameriprise
Minnesota
$40.3M +$36.8M +3,387,590 +864%
JP Morgan Chase
12
JP Morgan Chase
New York
$26.2M -$15.4M -1,413,976 -37%
RP
13
Riverbridge Partners
Minnesota
$23.1M -$2.57M -236,171 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.2M +$13.6M +1,253,385 +169%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$20.2M -$119K -10,953 -0.6%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$17.9M +$18.2M +1,676,238 New
DG
17
Daventry Group
New York
$17.5M +$1.39M +127,954 +8%
Citadel Advisors
18
Citadel Advisors
Florida
$17.2M +$14.1M +1,295,640 +410%
GT
19
Glenmede Trust
Pennsylvania
$16M +$3.27M +300,825 +25%
LCOV
20
London Company of Virginia
Virginia
$15.2M -$138K -12,726 -0.9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15.1M -$237K -21,843 -2%
Morgan Stanley
22
Morgan Stanley
New York
$14.4M +$2.78M +255,772 +23%
SEI Investments
23
SEI Investments
Pennsylvania
$12.1M +$313K +28,809 +3%
ECM
24
ExodusPoint Capital Management
New York
$11.5M +$11.8M +1,083,786 New
Millennium Management
25
Millennium Management
New York
$10.8M -$483K -44,465 -4%

CERT Hedge Fund Activity: Q4 2024 in Review

222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q4 2024, worth a combined $1.24B — down 8.7% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CERT positions and 42 closed out — a net gain of 1 holder — while 84 added to existing stakes and 72 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $41.9M. The largest seller was Mubadala Investment Company, exiting entirely with an estimated $113M sold.

  • 222 institutional investors held Certara (CERT) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.24B of Certara stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 43 funds opened new Certara positions in Q4 2024 and 42 closed out, a net change of +1 holder.
  • The largest Certara buyer in Q4 2024 was ArrowMark Colorado Holdings, an estimated $41.9M added.
  • The largest Certara seller in Q4 2024 was Mubadala Investment Company, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.