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Clarivate
CLVT

202 hedge funds and large institutions have $4.53B invested in Clarivate in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $217K | Put options by funds: $131K

26% more capital invested

Capital invested by funds: $3.61B → $4.53B (+$922M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

0.5% more ownership

Funds ownership: 87.55% → 88.05% (+0.5%)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

2% less funds holding

Funds holding: 207 → 202 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

Holders
202
Holders Change
-5
Holders Change %
-2.42%
% of All Funds
2.9%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
31
Increased
66
Reduced
68
Closed
35
Calls
$217K
Puts
$131K
Net Calls
+$86K
Net Calls Change
+$366K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$114M
2
Boston Partners
Boston Partners
Massachusetts
+$15.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$11.4M
4
American Century Companies
American Century Companies
Missouri
+$10.9M
5
Fidelity International
Fidelity International
Bermuda
+$8.65M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$18.8M
2
Morgan Stanley
Morgan Stanley
New York
-$17.7M
3
RJA
Raymond James & Associates
Florida
-$16.6M
4
IC
Impactive Capital
New York
-$15.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
176
Group One Trading
Illinois
$7.81K -$9.52K -1,493 -58%
Osaic Holdings
177
Osaic Holdings
Arizona
$7.33K +$1.4K +219 +27%
ATS
178
Ashton Thomas Securities
New York
$6.91K +$6.21K +973 New
PB
179
Pinnacle Bancorp
Nebraska
$6.06K – – –
BTI
180
Blue Trust Inc
Georgia
$5.2K +$714 +112 +14%
CI Investments Inc
181
CI Investments Inc
Ontario, Canada
$5K -$6 -1 -0.2%
Federated Hermes
182
Federated Hermes
Pennsylvania
$2.81K – – –
PWMG
183
Private Wealth Management Group
New Jersey
$2.49K +$619 +97 +38%
JWA
184
JFS Wealth Advisors
Pennsylvania
$2.17K +$1.18K +185 +154%
SAM
185
Smartleaf Asset Management
Massachusetts
$1.61K +$1.29K +203 +725%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$1.55K -$108 -17 -7%
IA
187
IFP Advisors
Florida
$1.3K – – –
HPC
188
HM Payson & Co
Maine
$1.21K +$1.08K +170 New
EWM
189
Evermay Wealth Management
Virginia
$1.19K – – –
HWM
190
Hemington Wealth Management
Virginia
$1K +$1.18K +185 New
RS
191
Rakuten Securities
Japan
$710 – – –
SIC
192
SJS Investment Consulting
Ohio
$703 +$57 +9 +10%
DPW
193
DiNuzzo Private Wealth
Pennsylvania
$611 +$230 +36 +72%
FFA
194
Farther Finance Advisors
California
$409 +$83 +13 +29%
CFFP
195
Center for Financial Planning
Michigan
$355 +$319 +50 New
BGAI
196
Bruce G. Allen Investments
Colorado
$256 +$230 +36 New
QC
197
Quent Capital
New York
$206 – – –
MCM
198
MV Capital Management
Maryland
$206 +$96 +15 +107%
CA
199
Claris Advisors
Missouri
$178 +$159 +25 New
LFG
200
Larson Financial Group
Missouri
$36 +$32 +5 New
6 7
8
9 10

CLVT Hedge Fund Activity: Q3 2024 in Review

202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q3 2024, worth a combined $4.53B — up 26% from $3.61B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of CLVT and 31 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 66 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Generation Investment Management, cutting an estimated $18.8M.

  • 202 institutional investors held Clarivate (CLVT) as of Q3 2024, down from 207 in Q2 2024.
  • Funds reported $4.53B of Clarivate stock for Q3 2024, up 26% quarter-over-quarter.
  • 31 funds opened new Clarivate positions in Q3 2024 and 35 closed out, a net change of -4 holders.
  • The largest Clarivate buyer in Q3 2024 was T. Rowe Price Associates, an estimated $114M added.
  • The largest Clarivate seller in Q3 2024 was Generation Investment Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2024.