Clarivate
CLVT
52 hedge funds and large institutions have $1.2B invested in Clarivate in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 18 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
63% more capital invested
Capital invested by funds: $739M → $1.2B (+$465M)
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
16% more funds holding
Funds holding: 45 → 52 (+7)
54.01% less ownership
Funds ownership: 79.66% → 25.65% (-54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGH
Partners Group Holding
Baar-Zug,
Switzerland
|
+$92.1M |
| 2 |
Select Equity Group
New York
|
+$82.4M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$69M |
| 4 |
Janus Henderson Group
London,
|
+$64.1M |
| 5 |
DCP
D1 Capital Partners
New York
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$73.9M |
| 2 |
BC
Brahman Capital
New York
|
-$35.4M |
| 3 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
|
-$26.9M |
| 4 |
LCG
Luxor Capital Group
New York
|
-$23.2M |
| 5 |
HI
HBK Investments
Dallas,
Texas
|
-$20.8M |
CLVT Hedge Fund Activity: Q2 2019 in Review
52 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q2 2019, worth a combined $1.2B — up 63% from $739M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CLVT positions and 18 closed out — a net gain of 7 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Partners Group Holding, opening a new position worth an estimated $92.1M. The largest seller was Magnetar Financial, exiting entirely with an estimated $73.9M sold.
- 52 institutional investors held Clarivate (CLVT) as of Q2 2019, up from 45 in Q1 2019.
- Funds reported $1.2B of Clarivate stock for Q2 2019, up 63% quarter-over-quarter.
- 25 funds opened new Clarivate positions in Q2 2019 and 18 closed out, a net change of +7 holders.
- The largest Clarivate buyer in Q2 2019 was Partners Group Holding, an estimated $92.1M added.
- The largest Clarivate seller in Q2 2019 was Magnetar Financial, an estimated $73.9M sold.
Based on aggregated 13F filings for Q2 2019.