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CWAN

Clearwater Analytics

Delisted

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

99 hedge funds and large institutions have $1.15B invested in Clearwater Analytics in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,074% more call options, than puts

Call options by funds: $500K | Put options by funds: $23K

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

13% more funds holding

Funds holding: 8899 (+11)

11% more capital invested

Capital invested by funds: $1.04B → $1.15B (+$115M)

3.44% less ownership

Funds ownership: 107.27%103.83% (-3.4%)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
45
Reduced
24
Closed
8
Calls
$500K
Puts
$23K
Net Calls
+$477K
Net Calls Change
+$343K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$118K +$109K +6,309 New
QT
77
Quantbot Technologies
New York
$110K +$101K +5,842 New
Citigroup
78
Citigroup
New York
$98.3K -$4.12K -238 -4%
UBS Group
79
UBS Group
Switzerland
$84.8K -$82.7K -4,777 -51%
HPC
80
HM Payson & Co
Maine
$67.5K -$17.3K -1,000 -22%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$57.2K +$41.5K +2,396 +365%
US Bancorp
82
US Bancorp
Minnesota
$37.2K -$58K -3,350 -63%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$19.4K +$9.18K +530 +105%
Deutsche Bank
84
Deutsche Bank
Germany
$17.9K
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$12K +$8.87K +512 +348%
PTC
86
Private Trust Company
Ohio
$12K +$11.2K +649 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$11K +$2.39K +138 +31%
EBA
88
Eagle Bay Advisors
New York
$10.6K
TWM
89
Tradition Wealth Management
Minnesota
$10K
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$5.7K +$1.8K +104 +52%
MIFH
91
Migdal Insurance & Financial Holdings
Israel
$4K
FCA
92
FinTrust Capital Advisors
South Carolina
$3.88K -$8.48K -490 -70%
Simplex Trading
93
Simplex Trading
Illinois
$3K +$2.82K +163 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$2.96K +$2.74K +158 New
S
95
SignatureFD
Georgia
$1.41K +$1.3K +75 New
TRCT
96
Tower Research Capital (TRC)
New York
$1K +$900 +52 New
QCG
97
Quadrant Capital Group
Ohio
$525 +$485 +28 New
PA
98
Parallel Advisors
California
$263 +$242 +14 New
LC
99
Lindbrook Capital
California
$244 +$225 +13 New
Marshall Wace
100
Marshall Wace
United Kingdom
-$434K -25,891 Closed

CWAN Hedge Fund Activity: Q4 2022 in Review

99 of the 6,224 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q4 2022, worth a combined $1.15B — up 11% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CWAN positions and 8 closed out — a net gain of 13 holders — while 45 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.5M. The largest seller was Dragoneer Investment Group, cutting an estimated $42.8M.

  • 99 institutional investors held Clearwater Analytics (CWAN) as of Q4 2022, up from 88 in Q3 2022.
  • Funds reported $1.15B of Clearwater Analytics stock for Q4 2022, up 11% quarter-over-quarter.
  • 21 funds opened new Clearwater Analytics positions in Q4 2022 and 8 closed out, a net change of +13 holders.
  • The largest Clearwater Analytics buyer in Q4 2022 was Morgan Stanley, an estimated $31.5M added.
  • The largest Clearwater Analytics seller in Q4 2022 was Dragoneer Investment Group, an estimated $42.8M sold.

Based on aggregated 13F filings for Q4 2022.