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Certara

239 hedge funds and large institutions have $1.21B invested in Certara in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $596K | Put options by funds: $251K

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 65

8% more funds holding

Funds holding: 222239 (+17)

3.55% more ownership

Funds ownership: 72.27%75.82% (+3.6%)

2% less capital invested

Capital invested by funds: $1.24B → $1.21B (-$30.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
+17
Holders Change %
+7.66%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
92
Reduced
65
Closed
33
Calls
$596K
Puts
$251K
Net Calls
+$345K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$132M -$5.72M -471,289 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M +$145K +11,962 +0.1%
WA
3
Wasatch Advisors
Utah
$92M +$4.28M +352,654 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$78.4M +$560K +46,140 +0.6%
ACH
5
ArrowMark Colorado Holdings
Colorado
$74.3M +$15.6M +1,288,383 +21%
GCM
6
Geneva Capital Management
Wisconsin
$56.1M +$2.59M +213,089 +4%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$44.8M -$352K -29,020 -0.6%
Ameriprise
8
Ameriprise
Minnesota
$42.5M +$6.27M +515,911 +14%
BBHC
9
Brown Brothers Harriman & Co
New York
$37.8M
State Street
10
State Street
Massachusetts
$36M -$1.82M -150,017 -4%
Morgan Stanley
11
Morgan Stanley
New York
$25.5M +$14.8M +1,219,305 +90%
Capital World Investors
12
Capital World Investors
California
$21.4M +$26.2M +2,160,079 New
RP
13
Riverbridge Partners
Minnesota
$20.3M -$1.41M -116,228 -5%
DM
14
Deerfield Management
New York
$20M +$24.6M +2,022,616 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$20M +$1.53M +125,792 +7%
ECM
16
ExodusPoint Capital Management
New York
$18.5M +$9.53M +784,466 +72%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$18M -$27.6M -2,268,595 -56%
DG
18
Daventry Group
New York
$17.8M +$1.95M +160,474 +10%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$17.8M +$1.42M +117,089 +7%
GT
20
Glenmede Trust
Pennsylvania
$14.6M -$391K -32,196 -2%
LCOV
21
London Company of Virginia
Virginia
$14.6M +$585K +48,137 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$14.3M -$6.65M -547,327 -27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.6M -$578K -47,596 -3%
SEI Investments
24
SEI Investments
Pennsylvania
$11.1M -$202K -16,599 -1%
Bank of America
25
Bank of America
North Carolina
$10.9M +$5.32M +438,025 +66%

CERT Hedge Fund Activity: Q1 2025 in Review

239 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2025, worth a combined $1.21B — down 2.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CERT positions and 33 closed out — a net gain of 19 holders — while 92 added to existing stakes and 65 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $26.2M. The largest seller was JP Morgan Chase, cutting an estimated $29M.

  • 239 institutional investors held Certara (CERT) as of Q1 2025, up from 222 in Q4 2024.
  • Funds reported $1.21B of Certara stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 52 funds opened new Certara positions in Q1 2025 and 33 closed out, a net change of +19 holders.
  • The largest Certara buyer in Q1 2025 was Capital World Investors, an estimated $26.2M added.
  • The largest Certara seller in Q1 2025 was JP Morgan Chase, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2025.