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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
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.31M +$291K +36,500 +12%
OAM
77
Oppenheimer Asset Management
New York
$2.25M -$8.25K -1,035 -0.3%
CM
78
CastleKnight Management
New York
$2.01M +$1.21M +151,200 +102%
BA
79
Bridgewater Associates
Connecticut
$1.98M +$1.06M +133,025 +82%
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$1.91M -$1.72M -215,853 -43%
APF
81
Alaska Permanent Fund
Alaska
$1.91M – – –
Robeco Institutional Asset Management
82
Robeco Institutional Asset Management
Netherlands
$1.75M -$9.56K -1,199 -0.5%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$1.53M -$160K -20,024 -8%
TD Asset Management
84
TD Asset Management
Ontario, Canada
$1.51M -$27.9K -3,500 -2%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$1.47M +$95.3K +11,956 +6%
Treasurer of the State of North Carolina
86
Treasurer of the State of North Carolina
North Carolina
$1.39M +$8.37K +1,050 +0.5%
SLAM
87
Swiss Life Asset Management
$1.38M +$1.64M +205,852 New
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$1.38M -$4.06K -509 -0.2%
AllianceBernstein
89
AllianceBernstein
Tennessee
$1.28M -$549K -68,910 -27%
RJT
90
Raymond James Trust
Florida
$1.24M +$246K +30,866 +20%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.22M -$424K -53,212 -23%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$1.2M -$113K -14,140 -7%
Stifel Financial
93
Stifel Financial
Missouri
$1.15M -$157K -19,727 -10%
TAM
94
Tocqueville Asset Management
New York
$1.11M +$470K +59,010 +56%
AAF
95
Andra AP-fonden
Sweden
$1.05M -$1.33M -166,700 -52%
Pictet Asset Management
96
Pictet Asset Management
Switzerland
$970K +$1.15M +144,534 New
HighTower Advisors
97
HighTower Advisors
Illinois
$969K +$32.7K +4,099 +3%
RP
98
Repertoire Partners
New York
$949K +$1.12M +140,410 +13,820%
CC
99
Cannell & Co
New York
$933K -$837K -104,952 -43%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$924K +$3.19K +400 +0.3%
2 3
4
5 6

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.