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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
BCIM
151
British Columbia Investment Management
British Columbia, Canada
$206K -$21.7K -2,720 -8%
HPM
152
Hudson Portfolio Management
New York
$186K -$7.93K -995 -3%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$182K -$2.3K -288 -1%
VAS
154
Vestmark Advisory Solutions
Massachusetts
$181K +$106K +13,307 +98%
URS
155
Utah Retirement Systems
Utah
$172K -$438K -55,000 -68%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$171K -$32.9K -4,130 -14%
Federated Hermes
157
Federated Hermes
Pennsylvania
$169K +$62.5K +7,834 +45%
CCM
158
Corsair Capital Management
New York
$168K +$199K +24,997 New
Loomis, Sayles & Company
159
Loomis, Sayles & Company
Massachusetts
$164K – – –
MC
160
Maverick Capital
Texas
$162K -$183K -22,960 -49%
M&T Bank
161
M&T Bank
New York
$158K +$20.6K +2,579 +12%
CC
162
Corton Capital
Ontario, Canada
$158K -$57.9K -7,259 -24%
QI
163
Qtron Investments
Massachusetts
$150K – – –
Daiwa Securities Group
164
Daiwa Securities Group
Japan
$140K – – –
KBC Group
165
KBC Group
Belgium
$138K – – –
RJFSA
166
Raymond James Financial Services Advisors
Florida
$136K +$30.3K +3,798 +23%
IIM
167
INTECH Investment Management
Florida
$133K +$26.2K +3,282 +20%
Franklin Resources
168
Franklin Resources
California
$124K -$109K -13,644 -42%
CMF
169
Counterpoint Mutual Funds
California
$122K +$145K +18,199 New
PP
170
Prudential plc
United Kingdom
$122K – – –
OTL
171
Oak Thistle LLC
New York
$115K +$137K +17,157 New
X
172
Xponance
Pennsylvania
$114K +$2.38K +298 +2%
HT
173
Headlands Technologies
Illinois
$110K +$131K +16,416 New
YCM
174
Yousif Capital Management
Michigan
$109K – – –
AQR Capital Management
175
AQR Capital Management
Connecticut
$108K +$129K +16,144 New
5 6
7
8 9

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.