Clarivate
CLVT
285 hedge funds and large institutions have $9.5B invested in Clarivate in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 89 reducing their positions, and 53 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 89
21% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $16M
0.22% less ownership
Funds ownership: 83.17% → 82.94% (-0.22%)
4% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 53
2% less funds holding
Funds holding: 290 → 285 (-5)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
29% less capital invested
Capital invested by funds: $13.4B → $9.5B (-$3.92B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$202M |
| 2 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$180M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$144M |
| 4 |
RC
Rivulet Capital
Summit,
New Jersey
|
+$84.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$65.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$250M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$219M |
| 3 |
Select Equity Group
New York
|
-$183M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$169M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$85.3M |
CLVT Hedge Fund Activity: Q1 2022 in Review
285 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q1 2022, worth a combined $9.5B — down 29% from $13.4B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of CLVT and 51 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 126 added.
The largest buyer was Generation Investment Management, adding an estimated $202M. The largest seller was Fidelity Investments, cutting an estimated $250M.
- 285 institutional investors held Clarivate (CLVT) as of Q1 2022, down from 290 in Q4 2021.
- Funds reported $9.5B of Clarivate stock for Q1 2022, down 29% quarter-over-quarter.
- 51 funds opened new Clarivate positions in Q1 2022 and 53 closed out, a net change of -2 holders.
- The largest Clarivate buyer in Q1 2022 was Generation Investment Management, an estimated $202M added.
- The largest Clarivate seller in Q1 2022 was Fidelity Investments, an estimated $250M sold.
Based on aggregated 13F filings for Q1 2022.