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Clarivate

211 hedge funds and large institutions have $2.23B invested in Clarivate in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

14% less capital invested

Capital invested by funds: $2.58B → $2.23B (-$350M)

21% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 76

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$742K
Puts
$144K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$13K
ACM
177
Aster Capital Management
United Arab Emirates
$10.3K
MEG
178
Millstone Evans Group
Colorado
$10.1K
SWM
179
Spire Wealth Management
Virginia
$10.1K
LI
180
LRI Investments
Florida
$9.25K
QL
181
Quarry LP
New York
$8.36K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$8.1K
C
183
Covestor
United Kingdom
$7K
SAM
184
Smartleaf Asset Management
Massachusetts
$5.92K
AAP
185
Arax Advisory Partners
Colorado
$5.19K
AF
186
Allworth Financial
California
$4.29K
Group One Trading
187
Group One Trading
Illinois
$4.03K
PB
188
Pinnacle Bancorp
Nebraska
$3.27K
SFCL
189
Strengthening Families & Communities LLC
Massachusetts
$2.63K
PLU
190
Performa Ltd (US)
South Carolina
$2.5K
QCG
191
Quadrant Capital Group
Ohio
$2.28K
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$1.86K
EWA
193
EverSource Wealth Advisors
Alabama
$1.67K
S
194
Sachetta
Massachusetts
$1.4K
BTI
195
Blue Trust Inc
Georgia
$1.1K
BGAI
196
Bruce G. Allen Investments
Colorado
$950
RFP
197
Root Financial Partners
California
$900
PFBT
198
Parkside Financial Bank & Trust
Missouri
$690
GI
199
GAMMA Investing
California
$663
S
200
SignatureFD
Georgia
$617