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Clarivate

213 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, 62 increasing their positions, 76 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $742K | Put options by funds: $144K

1.16% less ownership

Funds ownership: 87.8%86.64% (-1.2%)

7% less funds holding

Funds holding: 228213 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

14% less capital invested

Capital invested by funds: $2.58B → $2.23B (-$348M)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
33
Increased
62
Reduced
76
Closed
47
Calls
$742K
Puts
$144K
Net Calls
+$598K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
SBI Securities
Japan
$13.6K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$13K +$5.68K +1,352 +63%
ACM
178
Aster Capital Management
United Arab Emirates
$10.3K -$13.3K -3,159 -54%
MEG
179
Millstone Evans Group
Colorado
$10.1K -$1.25K -297 -10%
SWM
180
Spire Wealth Management
Virginia
$10.1K +$8.09K +1,925 +269%
LI
181
LRI Investments
Florida
$9.25K
QL
182
Quarry LP
New York
$8.36K +$9.17K +2,183 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$8.1K +$487 +116 +6%
C
184
Covestor
United Kingdom
$7K +$38 +9 +0.5%
SAM
185
Smartleaf Asset Management
Massachusetts
$5.92K +$6.56K +1,561 New
AAP
186
Arax Advisory Partners
Colorado
$5.19K +$231 +55 +4%
AF
187
Allworth Financial
California
$4.29K +$496 +118 +12%
Group One Trading
188
Group One Trading
Illinois
$4.03K +$4.41K +1,051 New
PB
189
Pinnacle Bancorp
Nebraska
$3.27K
SFCL
190
Strengthening Families & Communities LLC
Massachusetts
$2.63K -$2.32K -553 -45%
PLU
191
Performa Ltd (US)
South Carolina
$2.5K
QCG
192
Quadrant Capital Group
Ohio
$2.28K +$2.5K +596 New
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$1.86K +$2.04K +486 New
EWA
194
EverSource Wealth Advisors
Alabama
$1.67K +$1.3K +310 +248%
MCM
195
MV Capital Management
Maryland
$1.59K +$1.48K +352 +559%
S
196
Sachetta
Massachusetts
$1.4K
BTI
197
Blue Trust Inc
Georgia
$1.1K
BGAI
198
Bruce G. Allen Investments
Colorado
$950
RFP
199
Root Financial Partners
California
$900 +$987 +235 New
PFBT
200
Parkside Financial Bank & Trust
Missouri
$690

CLVT Hedge Fund Activity: Q3 2025 in Review

213 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q3 2025, worth a combined $2.23B — down 14% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CLVT and 33 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 62 added.

The largest buyer was Balyasny Asset Management, adding an estimated $20.4M. The largest seller was UBS Group, cutting an estimated $22.8M.

  • 213 institutional investors held Clarivate (CLVT) as of Q3 2025, down from 228 in Q2 2025.
  • Funds reported $2.23B of Clarivate stock for Q3 2025, down 14% quarter-over-quarter.
  • 33 funds opened new Clarivate positions in Q3 2025 and 47 closed out, a net change of -14 holders.
  • The largest Clarivate buyer in Q3 2025 was Balyasny Asset Management, an estimated $20.4M added.
  • The largest Clarivate seller in Q3 2025 was UBS Group, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2025.