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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
SC
276
Shay Capital
New York
– -$238K -25,000 Closed
CS
277
Cannell & Spears
New York
– -$200K -21,000 Closed
BMM
278
Buffington Mohr McNeal
Idaho
– -$174K -18,300 Closed
DU
279
Delphia (USA)
Ontario, Canada
– -$151K -15,875 Closed
Capstone Investment Advisors
280
Capstone Investment Advisors
New York
– -$139K -14,608 Closed
TCM
281
Teza Capital Management
Illinois
– -$137K -14,370 Closed
NRD
282
Nebula Research & Development
New York
– -$130K -13,608 Closed
O
283
Ossiam
France
– -$120K -12,559 Closed
EGM
284
Engineers Gate Manager
New York
– -$116K -12,180 Closed
Corient Private Wealth
285
Corient Private Wealth
Florida
– -$113K -11,897 Closed
CW
286
CreativeOne Wealth
Kansas
– -$109K -11,400 Closed
TAM
287
Timucuan Asset Management
Florida
– -$105K -11,057 Closed
WP
288
Woodline Partners
California
– -$101K -10,558 Closed
MIM
289
MetLife Investment Management
New Jersey
– -$88.8K -9,320 Closed
MSFP
290
Mark Sheptoff Financial Planning
Connecticut
– -$71.5K -7,500 Closed
Simplex Trading
291
Simplex Trading
Illinois
– -$27.5K -3,455 Closed
VSQM
292
V-Square Quantitative Management
Illinois
– -$21.3K -2,236 Closed
PTC
293
Private Trust Company
Ohio
– -$9.53K -1,000 Closed
RA
294
Rise Advisors
New York
– -$7.27K -763 Closed
Twin Tree Management
295
Twin Tree Management
Texas
– -$5.2K -546 Closed
Allspring Global Investments
296
Allspring Global Investments
North Carolina
– -$1.62K -170 Closed
UB
297
UMB Bank
Missouri
– -$1.1K -116 Closed
BTI
298
Blue Trust Inc
Georgia
– -$1K -100 Closed
ZB
299
Zions Bancorporation
Utah
– -$677 -71 Closed
DI
300
Disciplined Investments
Oklahoma
– -$410 -43 Closed
9 10 11
12
13

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.