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Clarivate

254 hedge funds and large institutions have $1.45B invested in Clarivate in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 109 increasing their positions, 33 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 33

162% more call options, than puts

Call options by funds: $178K | Put options by funds: $68K

102% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 41

17% more funds holding

Funds holding: 218254 (+36)

4.06% more ownership

Funds ownership: 85.35%89.41% (+4.1%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

23% less capital invested

Capital invested by funds: $1.89B → $1.45B (-$436M)

Holders
254
Holders Change
+36
Holders Change %
+16.51%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
83
Increased
109
Reduced
33
Closed
41
Calls
$178K
Puts
$68K
Net Calls
+$110K
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
MAI Capital Management
Ohio
$13K +$13.2K +5,143 New
Jones Financial Companies
202
Jones Financial Companies
Missouri
$12.8K +$13.4K +5,239 +2,911%
PLU
203
Performa Ltd (US)
South Carolina
$10.6K +$7.94K +3,102 +283%
SS
204
SBI Securities
Japan
$8.98K +$26 +10 +0.3%
EWP
205
Elevation Wealth Partners
California
$8.66K +$8.76K +3,421 New
LI
206
LRI Investments
Florida
$7.51K +$1.42K +554 +23%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$6.82K +$5.21K +2,033 +308%
BFS
208
Bare Financial Services
Pennsylvania
$6.13K +$6.2K +2,423 New
QCG
209
Quadrant Capital Group
Ohio
$5.73K +$2.37K +924 +69%
C
210
Covestor
United Kingdom
$5K +$840 +328 +18%
Group One Trading
211
Group One Trading
Illinois
$4.94K -$2.56K -1,000 -34%
EWA
212
EverSource Wealth Advisors
Alabama
$4.15K +$3.03K +1,184 +260%
FFA
213
Farther Finance Advisors
California
$3.84K +$3.41K +1,333 +641%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$3.75K +$3.31K +1,293 +677%
Osaic Holdings
215
Osaic Holdings
Arizona
$3.69K +$2.56K +998 +216%
QL
216
Quarry LP
New York
$3.49K +$3.53K +1,378 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$3.43K +$2.84K +1,110 +449%
HWP
218
Highline Wealth Partners
California
$2.31K +$2.34K +913 New
PB
219
Pinnacle Bancorp
Nebraska
$2.16K
ASN
220
Advisory Services Network
Georgia
$2.09K -$116K -45,160 -98%
VCM
221
Versant Capital Management
Arizona
$1.96K +$1.5K +584 +307%
SFCL
222
Strengthening Families & Communities LLC
Massachusetts
$1.74K
MCM
223
MV Capital Management
Maryland
$1.7K +$1.59K +622 +1,244%
QC
224
Quent Capital
New York
$1.66K +$1.68K +656 New
SAM
225
Smartleaf Asset Management
Massachusetts
$1.05K -$2.88K -1,126 -72%