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Clarivate

285 hedge funds and large institutions have $9.4B invested in Clarivate in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 89 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 89

21% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $16M

0.22% less ownership

Funds ownership: 83.17%82.94% (-0.22%)

4% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 53

2% less funds holding

Funds holding: 290285 (-5)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

30% less capital invested

Capital invested by funds: $13.4B → $9.4B (-$3.96B)

Holders
285
Holders Change
-5
Holders Change %
-1.72%
% of All Funds
4.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
51
Increased
126
Reduced
89
Closed
53
Calls
$19.4M
Puts
$16M
Net Calls
+$3.4M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clearstead Advisors
Ohio
$25K +$24.5K +1,477 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$21K +$13.4K +810 +180%
WTA
253
Washington Trust Advisors
Massachusetts
$17K +$2.88K +174 +20%
PFS
254
Prospera Financial Services
Texas
$14K +$13.8K +830 New
CCA
255
Column Capital Advisors
Indiana
$13K +$2.4K +145 +23%
GRP
256
Global Retirement Partners
California
$13K +$14.9K +897 New
EI
257
Ellevest Inc
New York
$12K +$11.8K +714 New
SFCL
258
Strengthening Families & Communities LLC
Massachusetts
$10K +$9.88K +596 New
SWM
259
Spire Wealth Management
Virginia
$9K -$1.79K -108 -17%
HNB
260
Huntington National Bank
Ohio
$8K +$7.67K +463 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$6K +$3.66K +221 +160%
PLU
262
Performa Ltd (US)
South Carolina
$6K +$4.56K +275 +367%
WT
263
Washington Trust
Rhode Island
$5K +$945 +57 +24%
HR
264
Howe & Rusling
New York
$4K +$464 +28 +12%
KFP
265
KB Financial Partners
New Jersey
$4K +$663 +40 +21%
PCG
266
Private Capital Group
Connecticut
$2K -$7.63K -460 -78%
MAM
267
Meeder Asset Management
Ohio
$2K
SPIA
268
Steward Partners Investment Advisory
New York
$2K +$1.57K +95 New
TAIM
269
TD Ameritrade Investment Management
Nebraska
$2K +$2.04K +123 New
Jones Financial Companies
270
Jones Financial Companies
Missouri
$2K +$2.32K +140 New
SWA
271
Sutton Wealth Advisors
Florida
$1.16K +$298 +18 +35%
S
272
SignatureFD
Georgia
$1K -$35.8K -2,158 -98%
FHA
273
First Horizon Advisors
Tennessee
$1K -$1.67K -101 -77%
PA
274
Parallel Advisors
California
$1K -$1.33K -80 -60%
BWM
275
BerganKDV Wealth Management
Minnesota
$1K -$481 -29 -25%