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Clarivate

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: 269241 (-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: 1611 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
176
Bleakley Financial Group
New Jersey
$108K +$128K +16,038 New
SS
177
Simplicity Solutions
Minnesota
$108K +$128K +16,038 New
BHCM
178
Brevan Howard Capital Management
Jersey
$107K +$127K +15,943 New
HSBC Holdings
179
HSBC Holdings
United Kingdom
$107K -$19.3K -2,419 -13%
CAM
180
Claret Asset Management
Quebec, Canada
$104K
SQA
181
Simon Quick Advisors
New Jersey
$102K -$44.1K -5,529 -27%
SOMRS
182
State of Michigan Retirement System
Michigan
$97.8K -$21.5K -2,700 -16%
VPIM
183
Vanguard Personalized Indexing Management
California
$95.5K -$39.5K -4,957 -26%
AA
184
Ancora Advisors
Ohio
$94.4K -$24.7K -3,100 -18%
SEI Investments
185
SEI Investments
Pennsylvania
$89.1K -$5.52M -692,879 -98%
APG Asset Management
186
APG Asset Management
Netherlands
$86K
CAN
187
Cetera Advisor Networks
California
$83.3K +$3.75K +471 +4%
FFM
188
Forum Financial Management
Illinois
$80.6K +$95.8K +12,013 New
Creative Planning
189
Creative Planning
Kansas
$75.8K +$4.93K +619 +6%
WJWM
190
Williams Jones Wealth Management
New York
$74.5K -$13.5K -1,690 -13%
AWM
191
Apollon Wealth Management
South Carolina
$70.1K +$1.62K +203 +2%
TSS
192
Two Sigma Securities
New York
$69.5K +$82.6K +10,359 New
CM
193
Caption Management
Oklahoma
$65.1K -$94.1K -11,800 -55%
CFA
194
CWS Financial Advisors
Michigan
$62.2K -$21.5K -2,703 -23%
JFG
195
Jefferies Financial Group
New York
$60.4K +$71.7K +9,000 New
US Bancorp
196
US Bancorp
Minnesota
$51.6K +$7.99K +1,002 +15%
VI
197
Vestcor Inc
New Brunswick, Canada
$48K
Lazard Asset Management
198
Lazard Asset Management
New York
$47K +$5.4K +677 +11%
Osaic Holdings
199
Osaic Holdings
Arizona
$37.6K -$532K -66,750 -92%
PCM
200
Peregrine Capital Management
Minnesota
$35.6K -$7.68M -963,635 -99%

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.