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Clarivate

254 hedge funds and large institutions have $1.45B invested in Clarivate in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 109 increasing their positions, 33 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

4.06% more ownership

Funds ownership: 85.35%89.41% (+4.1%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

23% less capital invested

Capital invested by funds: $1.89B → $1.45B (-$436M)

Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$178K
Puts
$68K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Transamerica Financial Advisors
Florida
$1.05K
FHC
227
First Horizon Corporation
Tennessee
$873
PWA
228
Physician Wealth Advisors
Utah
$868
BGAI
229
Bruce G. Allen Investments
Colorado
$855
LAS
230
Lloyd Advisory Services
Georgia
$810
KFG
231
Kingdom Financial Group
Arizona
$810
HNB
232
Huntington National Bank
Ohio
$734
PWMG
233
Private Wealth Management Group
New Jersey
$729
CA
234
CoreCap Advisors
Michigan
$650
SWM
235
SHP Wealth Management
Massachusetts
$640
EPL
236
Essential Partners LLC
California
$539
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$531
RFP
238
Root Financial Partners
California
$374
JWA
239
JFS Wealth Advisors
Pennsylvania
$297
CFO
240
CVA Family Office
Colorado
$276
VFM
241
Vision Financial Markets
Connecticut
$253
RS
242
Rakuten Securities
Japan
$253
TPCW
243
TD Private Client Wealth
New York
$225
PWPS
244
Pinnacle Wealth Planning Services
Ohio
$177
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$144
RIL
246
Rothschild Investment LLC
Illinois
$96
GFA
247
Godfrey Financial Associates
New York
$28
BHWM
248
Bay Harbor Wealth Management
Maryland
$25
CW
249
Curio Wealth
Maryland
$20
HFS
250
Hughes Financial Services
Virginia
$18