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Clarivate

202 hedge funds and large institutions have $4.53B invested in Clarivate in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $217K | Put options by funds: $131K

26% more capital invested

Capital invested by funds: $3.61B → $4.53B (+$922M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.5% more ownership

Funds ownership: 87.55%88.05% (+0.5%)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

2% less funds holding

Funds holding: 207202 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

Holders
202
Holders Change
-5
Holders Change %
-2.42%
% of All Funds
2.9%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
31
Increased
66
Reduced
68
Closed
35
Calls
$217K
Puts
$131K
Net Calls
+$86K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$379K +$14K +2,200 +4%
Allianz Asset Management
102
Allianz Asset Management
Germany
$361K +$324K +50,800 New
ASN
103
Advisory Services Network
Georgia
$359K
Corient Private Wealth
104
Corient Private Wealth
Florida
$294K +$264K +41,412 New
EI
105
Ethic Inc
New York
$287K +$141K +22,056 +133%
Wells Fargo
106
Wells Fargo
California
$265K +$14.8K +2,314 +7%
CAM
107
Claret Asset Management
Quebec, Canada
$261K +$1.21K +190 +0.5%
SMDAM
108
Sumitomo Mitsui DS Asset Management
Japan
$254K +$40.1K +6,284 +21%
Pictet Asset Management
109
Pictet Asset Management
Switzerland
$248K
VF
110
Virtu Financial
New York
$236K +$212K +33,194 New
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$232K -$124K -19,504 -37%
Principal Financial Group
112
Principal Financial Group
Iowa
$192K -$20.8K -3,269 -11%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$182K +$35.1K +5,512 +27%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$180K
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$166K -$86.5K -13,557 -37%
IFWM
116
Institute for Wealth Management
Colorado
$159K +$143K +22,455 New
DADC
117
D.A. Davidson & Co
Montana
$159K +$143K +22,442 New
HPM
118
Hudson Portfolio Management
New York
$156K +$140K +21,940 New
URS
119
Utah Retirement Systems
Utah
$155K
AB
120
Amalgamated Bank
New York
$154K
TRCT
121
Tower Research Capital (TRC)
New York
$147K -$83.6K -13,103 -39%
Deutsche Bank
122
Deutsche Bank
Germany
$146K +$210 +33 +0.2%
Creative Planning
123
Creative Planning
Kansas
$142K +$128K +19,999 New
OAC
124
OMERS Administration Corp
Ontario, Canada
$139K +$125K +19,600 New
SEI Investments
125
SEI Investments
Pennsylvania
$136K -$147 -23 -0.1%

CLVT Hedge Fund Activity: Q3 2024 in Review

202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q3 2024, worth a combined $4.53B — up 26% from $3.61B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of CLVT and 31 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 66 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Generation Investment Management, cutting an estimated $18.8M.

  • 202 institutional investors held Clarivate (CLVT) as of Q3 2024, down from 207 in Q2 2024.
  • Funds reported $4.53B of Clarivate stock for Q3 2024, up 26% quarter-over-quarter.
  • 31 funds opened new Clarivate positions in Q3 2024 and 35 closed out, a net change of -4 holders.
  • The largest Clarivate buyer in Q3 2024 was T. Rowe Price Associates, an estimated $114M added.
  • The largest Clarivate seller in Q3 2024 was Generation Investment Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2024.