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Clarivate
CLVT

241 hedge funds and large institutions have $4.15B invested in Clarivate in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $2.27M

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

4.24% more ownership

Funds ownership: 87.26% → 91.5% (+4.2%)

10% less funds holding

Funds holding: 269 → 241 (-28)

26% less capital invested

Capital invested by funds: $5.62B → $4.15B (-$1.47B)

31% less funds holding in top 10

Funds holding in top 10: 16 → 11 (-5)

45% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 60

Holders
241
Holders Change
-28
Holders Change %
-10.41%
% of All Funds
3.82%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
33
Increased
97
Reduced
76
Closed
60
Calls
$13.3M
Puts
$2.27M
Net Calls
+$11M
Net Calls Change
-$4.05M

Top Buyers

1
BG
Baupost Group
Massachusetts
+$179M
2
Goldman Sachs
Goldman Sachs
New York
+$150M
3
RRAM
River Road Asset Management
Kentucky
+$54.4M
4
CCP
Clarkston Capital Partners
Michigan
+$49.2M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$37.1M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$183M
2
GIM
Generation Investment Management
United Kingdom
-$112M
3
TCCM
Two Creeks Capital Management
New York
-$54.4M
4
ACM
Aryeh Capital Management
Ontario, Canada
-$24.1M
5
BAMCO Inc
BAMCO Inc
New York
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$1.74K +$797 +100 +63%
GRP
227
Global Retirement Partners
California
$1.46K +$1.79K +225 New
GWS
228
Glassman Wealth Services
Virginia
$1.43K +$151 +19 +10%
EWA
229
EverSource Wealth Advisors
Alabama
$1.16K -$542 -68 -28%
CFGS
230
Concourse Financial Group Securities
Alabama
$1.16K +$622 +78 +82%
IA
231
IFP Advisors
Florida
$1.15K +$1.36K +171 New
EBA
232
Eagle Bay Advisors
New York
$939 – – –
LC
233
Lindbrook Capital
California
$845 +$542 +68 +117%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$752 – – –
AF
235
Advisornet Financial
Minnesota
$658 +$247 +31 +46%
SIC
236
SJS Investment Consulting
Ohio
$557 +$279 +35 +73%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$510 -$18.7K -2,342 -97%
QCG
238
Quadrant Capital Group
Ohio
$510 -$1.17K -147 -66%
BAAM
239
Baker Avenue Asset Management
California
$443 -$128 -16 -20%
BIA
240
Bell Investment Advisors
California
$410 -$1.69K -212 -78%
TWP
241
TFO Wealth Partners
Ohio
$10 – – –
Select Equity Group
242
Select Equity Group
New York
– -$183M -19,221,151 Closed
TCCM
243
Two Creeks Capital Management
New York
– -$54.4M -5,710,943 Closed
ACM
244
Aryeh Capital Management
Ontario, Canada
– -$24.1M -2,523,751 Closed
LOM
245
LTS One Management
New York
– -$13.6M -1,425,000 Closed
FC
246
Finepoint Capital
Massachusetts
– -$11.9M -1,247,406 Closed
BFM
247
Boston Financial Management
Massachusetts
– -$9.88M -1,037,062 Closed
HSC
248
Harbor Spring Capital
New York
– -$9.82M -1,030,000 Closed
Man Group
249
Man Group
United Kingdom
– -$9.41M -987,283 Closed
Blackstone Inc
250
Blackstone Inc
New York
– -$8.87M -931,000 Closed
8 9
10
11 12

CLVT Hedge Fund Activity: Q3 2023 in Review

241 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q3 2023, worth a combined $4.15B — down 26% from $5.62B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of CLVT and 33 opened new positions — a net loss of 27 holders — while 76 trimmed existing stakes and 97 added.

The largest buyer was Baupost Group, opening a new position worth an estimated $179M. The largest seller was Select Equity Group, exiting entirely with an estimated $183M sold.

  • 241 institutional investors held Clarivate (CLVT) as of Q3 2023, down from 269 in Q2 2023.
  • Funds reported $4.15B of Clarivate stock for Q3 2023, down 26% quarter-over-quarter.
  • 33 funds opened new Clarivate positions in Q3 2023 and 60 closed out, a net change of -27 holders.
  • The largest Clarivate buyer in Q3 2023 was Baupost Group, an estimated $179M added.
  • The largest Clarivate seller in Q3 2023 was Select Equity Group, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2023.