CLVT icon

Clarivate

228 hedge funds and large institutions have $2.58B invested in Clarivate in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $2.41B → $2.58B (+$168M)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

1.28% less ownership

Funds ownership: 89.08%87.8% (-1.3%)

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.95M
Puts
$237K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
201
Pinnacle Bancorp
Nebraska
$3.67K
SWM
202
Spire Wealth Management
Virginia
$3.08K
PLU
203
Performa Ltd (US)
South Carolina
$2.8K
HWM
204
Hemington Wealth Management
Virginia
$2K
S
205
Sachetta
Massachusetts
$1.57K
BTI
206
Blue Trust Inc
Georgia
$1.24K
BGAI
207
Bruce G. Allen Investments
Colorado
$1.07K
JWA
208
JFS Wealth Advisors
Pennsylvania
$817
PFBT
209
Parkside Financial Bank & Trust
Missouri
$774
AssetMark Inc
210
AssetMark Inc
California
$645
SC
211
SouthState Corp
Florida
$602
EWA
212
EverSource Wealth Advisors
Alabama
$537
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$465
Jones Financial Companies
214
Jones Financial Companies
Missouri
$448
VFM
215
Vision Financial Markets
Connecticut
$430
RS
216
Rakuten Securities
Japan
$430
FFO
217
Fortitude Family Office
Arizona
$430
SIC
218
SJS Investment Consulting
Ohio
$280
MCM
219
MV Capital Management
Maryland
$271
KG
220
Kilter Group
New York
$207
RWM
221
Rialto Wealth Management
New York
$172
HIA
222
HFM Investment Advisors
New Jersey
$168
BHWM
223
Bay Harbor Wealth Management
Maryland
$129
FFA
224
Farther Finance Advisors
California
$116
TWD
225
True Wealth Design
Ohio
$91