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Clarivate

295 hedge funds and large institutions have $5.44B invested in Clarivate in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $8.58M

15% more capital invested

Capital invested by funds: $4.72B → $5.44B (+$718M)

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

2% more funds holding

Funds holding: 290295 (+5)

1.06% more ownership

Funds ownership: 84.4%85.46% (+1.1%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
295
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
48
Increased
106
Reduced
96
Closed
42
Calls
$32.4M
Puts
$8.58M
Net Calls
+$23.8M
Net Calls Change
+$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
251
Ellevest Inc
New York
$24.5K -$1.38K -134 -5%
WT
252
Whittier Trust
California
$19.7K
QL
253
Quarry LP
New York
$19.1K -$886 -86 -4%
AF
254
Allworth Financial
California
$17.2K -$835 -81 -4%
TRCT
255
Tower Research Capital (TRC)
New York
$15K -$99.5K -9,653 -86%
S
256
SignatureFD
Georgia
$14.9K +$4.04K +392 +33%
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$14.7K -$18.2M -1,764,321 -100%
AFM
258
Andesa Financial Management
Pennsylvania
$12.9K -$41.6K -4,033 -17%
RTC
259
Riverview Trust Company
Washington
$12.2K
PA
260
Parallel Advisors
California
$11.1K +$4.46K +433 +58%
PTC
261
Private Trust Company
Ohio
$10.8K
TH
262
TCTC Holdings
Texas
$10.2K
C
263
Covestor
United Kingdom
$9K -$82 -8 -0.8%
RA
264
Rise Advisors
New York
$7.17K
AAS
265
Ameritas Advisory Services
Nebraska
$7.15K +$8.24K +800 New
PLU
266
Performa Ltd (US)
South Carolina
$5.63K -$2.58K -250 -29%
SPIA
267
Steward Partners Investment Advisory
New York
$5.63K +$6.18K +600 New
MA
268
Montag & Associates
Georgia
$5.17K
EWA
269
EverSource Wealth Advisors
Alabama
$5.16K
LC
270
Lindbrook Capital
California
$4.11K +$2.27K +220 +101%
Federated Hermes
271
Federated Hermes
Pennsylvania
$3.72K
SWM
272
Spire Wealth Management
Virginia
$3.09K +$3.39K +329 New
GWS
273
Glassman Wealth Services
Virginia
$2.6K -$855 -83 -23%
BTI
274
Blue Trust Inc
Georgia
$2K +$258 +25 +10%
BAM
275
Belpointe Asset Management
Nevada
$1.65K +$1.81K +176 New