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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
Handelsbanken Fonder
126
Handelsbanken Fonder
Sweden
$420K – – –
OAM
127
Ostrum Asset Management
France
$407K -$55.6K -6,976 -10%
BOM
128
Bank of Marin
California
$396K +$30.6K +3,841 +7%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$380K +$452K +56,661 New
TAF
130
Tredje AP-fonden
Sweden
$374K -$89.8K -11,271 -17%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$371K +$845 +106 +0.2%
Verition Fund Management
132
Verition Fund Management
Connecticut
$368K +$437K +54,800 New
ASN
133
Advisory Services Network
Georgia
$326K +$399 +50 +0.1%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$323K -$320K -40,163 -46%
MFS
135
Mirabella Financial Services
United Kingdom
$316K +$376K +47,160 New
TRCT
136
Tower Research Capital (TRC)
New York
$304K +$324K +40,643 +868%
EI
137
Ethic Inc
New York
$297K -$170K -21,366 -33%
NYLIM
138
New York Life Investment Management
New York
$292K +$177K +22,238 +104%
Nordea Investment Management
139
Nordea Investment Management
Sweden
$291K -$50.5K -6,339 -13%
BC
140
Bridgefront Capital
Texas
$283K +$137K +17,245 +69%
SMDAM
141
Sumitomo Mitsui DS Asset Management
Japan
$275K +$14K +1,751 +4%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$273K +$270K +33,925 +506%
FI
143
Fosun International
China
$270K -$2.08M -260,970 -87%
NAM
144
Nissay Asset Management
Japan
$269K -$20.6K -2,589 -6%
IIC
145
Integrated Investment Consultants
Michigan
$261K +$14.6K +1,826 +5%
GIBU
146
Gulf International Bank (UK)
United Kingdom
$253K – – –
Principal Financial Group
147
Principal Financial Group
Iowa
$248K +$15.4K +1,927 +5%
MSRPS
148
Maryland State Retirement & Pension System
Maryland
$247K – – –
PRC
149
Pearl River Capital
Michigan
$229K -$71.2K -8,933 -21%
Wells Fargo
150
Wells Fargo
California
$210K +$25.1K +3,145 +11%
4 5
6
7 8

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.