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CWAN

Clearwater Analytics

Delisted

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

122 hedge funds and large institutions have $1.24B invested in Clearwater Analytics in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $128K | Put options by funds: $35K

216% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 19

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

23% more funds holding

Funds holding: 99122 (+23)

21.09% more ownership

Funds ownership: 103.83%124.92% (+21%)

8% more capital invested

Capital invested by funds: $1.15B → $1.24B (+$89.5M)

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
60
Reduced
19
Closed
13
Calls
$128K
Puts
$35K
Net Calls
+$93K
Net Calls Change
-$384K
Name Holding Trade Value Shares
Change
Change in
Stake
QC
76
Quadrature Capital
United Kingdom
$445K +$489K +27,955 New
CSS
77
Cubist Systematic Strategies
Connecticut
$427K +$468K +26,725 New
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$419K +$460K +26,277 New
GT
79
Glenmede Trust
Pennsylvania
$393K +$178K +10,155 +70%
NRD
80
Nebula Research & Development
New York
$319K +$350K +20,000 New
Legal & General Group
81
Legal & General Group
United Kingdom
$307K +$207K +11,841 +160%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$302K +$138K +7,915 +72%
DIM
83
DC Investments Management
Virginia
$299K +$328K +18,752 New
ASRS
84
Arizona State Retirement System
Arizona
$296K +$325K +18,551 New
PTC
85
Petrus Trust Company
Texas
$283K +$310K +17,718 New
KIA
86
KLR Investment Advisors
Rhode Island
$271K -$15.2K -871 -5%
JF
87
Jump Financial
Illinois
$266K +$292K +16,668 New
MM
88
MQS Management
New York
$251K +$275K +15,697 New
WB
89
WesBanco Bank
West Virginia
$192K +$210K +12,004 New
KI
90
Kula Investments
Illinois
$190K +$209K +11,924 New
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$173K +$64.8K +3,702 +52%
RJT
92
Raymond James Trust
Florida
$172K +$189K +10,775 New
SSA
93
Schonfeld Strategic Advisors
New York
$168K -$15.2K -871 -8%
SPIA
94
Steward Partners Investment Advisory
New York
$162K +$62.7K +3,584 +55%
LA
95
Lindenwold Advisors
Pennsylvania
$161K +$177K +10,100 New
SIM
96
Sandia Investment Management
Massachusetts
$160K +$175K +10,000 New
Barclays
97
Barclays
United Kingdom
$149K
Citigroup
98
Citigroup
New York
$141K +$62.5K +3,570 +68%
Osaic Holdings
99
Osaic Holdings
Arizona
$130K -$10.2K -584 -7%
ACM
100
Aquatic Capital Management
Illinois
$112K +$122K +7,000 New

CWAN Hedge Fund Activity: Q1 2023 in Review

122 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q1 2023, worth a combined $1.24B — up 7.8% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CWAN positions and 13 closed out — a net gain of 24 holders — while 60 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $68.4M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $36.7M sold.

  • 122 institutional investors held Clearwater Analytics (CWAN) as of Q1 2023, up from 99 in Q4 2022.
  • Funds reported $1.24B of Clearwater Analytics stock for Q1 2023, up 7.8% quarter-over-quarter.
  • 37 funds opened new Clearwater Analytics positions in Q1 2023 and 13 closed out, a net change of +24 holders.
  • The largest Clearwater Analytics buyer in Q1 2023 was Vanguard Group, an estimated $68.4M added.
  • The largest Clearwater Analytics seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2023.