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CWAN

Clearwater Analytics

Delisted

CWAN was delisted on the 24th of June, 2026.

88 hedge funds and large institutions have $1.04B invested in Clearwater Analytics in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $327K | Put options by funds: $193K

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

53% more capital invested

Capital invested by funds: $678M → $1.04B (+$360M)

5.76% more ownership

Funds ownership: 101.51%107.27% (+5.8%)

21% less funds holding

Funds holding: 11288 (-24)

73% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 33

Holders
88
Holders Change
-24
Holders Change %
-21.43%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
42
Reduced
26
Closed
33
Calls
$327K
Puts
$193K
Net Calls
+$134K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$4.35M +$521K +35,728 +16%
UBS AM
27
UBS AM
Illinois
$3.97M -$362K -24,847 -10%
Goldman Sachs
28
Goldman Sachs
New York
$3.96M +$2.04M +139,710 +145%
Comerica Bank
29
Comerica Bank
Texas
$3.15M +$1.29M +88,607 +76%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.88M +$201K +13,791 +9%
Fidelity International
31
Fidelity International
Bermuda
$2.45M +$29.3K +2,009 +1%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.36M +$2.05M +140,459 New
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$2.33M -$11.3K -777 -0.6%
Ameriprise
34
Ameriprise
Minnesota
$2.17M +$744K +51,021 +65%
Northern Trust
35
Northern Trust
Illinois
$1.75M +$351K +24,080 +30%
Stifel Financial
36
Stifel Financial
Missouri
$1.52M -$16.7K -1,146 -1%
M&T Bank
37
M&T Bank
New York
$1.5M +$163K +11,207 +14%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.33M -$1.62M -111,300 -58%
RFC
39
Regions Financial Corp
Alabama
$1.31M +$29.5K +2,022 +3%
Bank of America
40
Bank of America
North Carolina
$1.26M +$56.8K +3,897 +5%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.18M +$224K +15,335 +28%
OAM
42
Oppenheimer Asset Management
New York
$1.17M +$321K +22,027 +46%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.1M +$130K +8,900 +16%
BMSSC
44
B. Metzler seel. Sohn & Co
Germany
$910K +$196K +13,464 +33%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$743K -$7.85K -538 -1%
NW
46
NewEdge Wealth
Pennsylvania
$648K +$41.4K +2,841 +8%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$648K +$103K +7,048 +22%
LPL Financial
48
LPL Financial
California
$572K +$93.1K +6,386 +23%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$535K
TC
50
TownSquare Capital
Utah
$512K +$151K +10,380 +52%

CWAN Hedge Fund Activity: Q3 2022 in Review

88 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2022, worth a combined $1.04B — up 53% from $678M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CWAN and 9 opened new positions — a net loss of 24 holders — while 26 trimmed existing stakes and 42 added.

The largest buyer was Janus Henderson Group, adding an estimated $23.1M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $24.5M sold.

  • 88 institutional investors held Clearwater Analytics (CWAN) as of Q3 2022, down from 112 in Q2 2022.
  • Funds reported $1.04B of Clearwater Analytics stock for Q3 2022, up 53% quarter-over-quarter.
  • 9 funds opened new Clearwater Analytics positions in Q3 2022 and 33 closed out, a net change of -24 holders.
  • The largest Clearwater Analytics buyer in Q3 2022 was Janus Henderson Group, an estimated $23.1M added.
  • The largest Clearwater Analytics seller in Q3 2022 was T. Rowe Price Associates, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2022.