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Clarivate

207 hedge funds and large institutions have $3.61B invested in Clarivate in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

1% more funds holding

Funds holding: 205207 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.54% less ownership

Funds ownership: 90.09%87.55% (-2.5%)

19% less capital invested

Capital invested by funds: $4.46B → $3.61B (-$855M)

91% less call options, than puts

Call options by funds: $29K | Put options by funds: $309K

Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
42
Increased
71
Reduced
70
Closed
38
Calls
$29K
Puts
$309K
Net Calls
-$280K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
176
NBC Securities
Alabama
$7K +$2.87K +450 +56%
SPIA
177
Steward Partners Investment Advisory
New York
$6.83K -$52.9K -8,295 -87%
C
178
Covestor
United Kingdom
$6K +$57 +9 +0.9%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$6K +$370 +58 +6%
BTI
180
Blue Trust Inc
Georgia
$5.95K +$5.11K +801 New
MG
181
Mather Group
Illinois
$5.57K +$4.73K +742 +10,600%
Simplex Trading
182
Simplex Trading
Illinois
$5K -$31.7K -4,964 -85%
PB
183
Pinnacle Bancorp
Nebraska
$4.86K -$19.5K -3,064 -78%
Osaic Holdings
184
Osaic Holdings
Arizona
$4.63K -$11.9K -1,865 -70%
SWS
185
SYSTM Wealth Solutions
Illinois
$4.54K -$58.9K -9,231 -92%
CI Investments Inc
186
CI Investments Inc
Ontario, Canada
$4K -$325 -51 -7%
GI
187
GAMMA Investing
California
$3.93K -$4.77K -748 -52%
Federated Hermes
188
Federated Hermes
Pennsylvania
$2.25K
S
189
SignatureFD
Georgia
$1.57K +$293 +46 +20%
PWMG
190
Private Wealth Management Group
New Jersey
$1.45K +$829 +130 +105%
S
191
Sachetta
Massachusetts
$1.38K +$670 +105 +109%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$1.34K +$1.5K +235 New
IA
193
IFP Advisors
Florida
$1.04K +$1.17K +183 New
Loomis, Sayles & Company
194
Loomis, Sayles & Company
Massachusetts
$1K -$152K -23,892 -99%
EWM
195
Evermay Wealth Management
Virginia
$956 -$25.4K -3,986 -96%
JWA
196
JFS Wealth Advisors
Pennsylvania
$683 -$753 -118 -50%
VCM
197
Versant Capital Management
Arizona
$609 +$682 +107 New
RS
198
Rakuten Securities
Japan
$569
SIC
199
SJS Investment Consulting
Ohio
$513
PA
200
Parallel Advisors
California
$387 -$1.84K -288 -81%

CLVT Hedge Fund Activity: Q2 2024 in Review

207 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q2 2024, worth a combined $3.61B — down 19% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CLVT positions and 38 closed out — a net gain of 4 holders — while 71 added to existing stakes and 70 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $62.3M. The largest seller was Capital World Investors, exiting entirely with an estimated $30.1M sold.

  • 207 institutional investors held Clarivate (CLVT) as of Q2 2024, up from 205 in Q1 2024.
  • Funds reported $3.61B of Clarivate stock for Q2 2024, down 19% quarter-over-quarter.
  • 42 funds opened new Clarivate positions in Q2 2024 and 38 closed out, a net change of +4 holders.
  • The largest Clarivate buyer in Q2 2024 was Clarkston Capital Partners, an estimated $62.3M added.
  • The largest Clarivate seller in Q2 2024 was Capital World Investors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q2 2024.