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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$38.2M +$496K +62,229 +1%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$37.3M -$5.81M -728,278 -12%
Norges Bank
28
Norges Bank
Norway
$33.8M +$573K +71,851 +1%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$31.4M +$37.1M +4,657,000 New
Charles Schwab
30
Charles Schwab
California
$30.2M +$12.3M +1,544,706 +52%
Morgan Stanley
31
Morgan Stanley
New York
$30.1M +$26.9M +3,374,285 +304%
CRM
32
Cramer Rosenthal McGlynn
Connecticut
$25.5M -$5.14M -645,360 -15%
CIM
33
Confluence Investment Management
Missouri
$23.5M +$336K +42,119 +1%
SC
34
Sasco Capital
Connecticut
$23.3M +$17.1M +2,140,050 +161%
TCM
35
Tran Capital Management
California
$23M +$2.81M +352,587 +11%
BAMCO Inc
36
BAMCO Inc
New York
$20.1M -$15.9M -2,000,000 -40%
Northern Trust
37
Northern Trust
Illinois
$20.1M -$1.77M -222,563 -7%
Amundi
38
Amundi
France
$17.8M -$3.67M -460,042 -15%
CC
39
Clearline Capital
New York
$16.9M +$13.6M +1,704,078 +211%
Ameriprise
40
Ameriprise
Minnesota
$15.6M +$6.24M +782,784 +51%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$14.4M -$7.39M -927,002 -30%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$11.9M +$6.78M +850,739 +92%
UBS AM
43
UBS AM
Illinois
$9.16M +$3.49M +438,342 +47%
IG
44
ING Group
Netherlands
$9.13M +$10.8M +1,360,000 New
Teacher Retirement System of Texas
45
Teacher Retirement System of Texas
Texas
$8.64M -$1.41M -176,799 -12%
RM
46
Rudius Management
New York
$8.38M – – –
N
47
Nuveen
North Carolina
$8.12M -$119K -14,871 -1%
Barclays
48
Barclays
United Kingdom
$7.75M +$6.88M +862,936 +296%
Bank of America
49
Bank of America
North Carolina
$7.62M +$1.57M +196,579 +21%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$7.51M +$8.4M +1,054,300 +1,615%
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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.