Clarivate
CLVT
198 hedge funds and large institutions have $11.4B invested in Clarivate in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 35 closing their positions.
57% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 35
41% more capital invested
Capital invested by funds: $8.1B → $11.4B (+$3.33B)
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
28% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 54
11% more funds holding
Funds holding: 178 → 198 (+20)
3.98% less ownership
Funds ownership: 67.46% → 63.48% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
+$3.42B |
| 2 |
Select Equity Group
New York
|
+$331M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$263M |
| 4 |
SFM
Soros Fund Management
New York
|
+$61.9M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$52.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
D1 Capital Partners
New York
|
-$295M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$126M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$77.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$52.4M |
| 5 |
BC
Brahman Capital
New York
|
-$33.7M |
CLVT Hedge Fund Activity: Q4 2020 in Review
198 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q4 2020, worth a combined $11.4B — up 41% from $8.1B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new CLVT positions and 35 closed out — a net gain of 20 holders — while 69 added to existing stakes and 54 trimmed.
The largest buyer was Leonard Green & Partners, opening a new position worth an estimated $3.42B. The largest seller was D1 Capital Partners, exiting entirely with an estimated $295M sold.
- 198 institutional investors held Clarivate (CLVT) as of Q4 2020, up from 178 in Q3 2020.
- Funds reported $11.4B of Clarivate stock for Q4 2020, up 41% quarter-over-quarter.
- 55 funds opened new Clarivate positions in Q4 2020 and 35 closed out, a net change of +20 holders.
- The largest Clarivate buyer in Q4 2020 was Leonard Green & Partners, an estimated $3.42B added.
- The largest Clarivate seller in Q4 2020 was D1 Capital Partners, an estimated $295M sold.
Based on aggregated 13F filings for Q4 2020.