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CWAN

Clearwater Analytics

Delisted

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

265 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

43% more capital invested

Capital invested by funds: $3.5B → $5B (+$1.5B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

16% more funds holding

Funds holding: 229265 (+36)

5.49% less ownership

Funds ownership: 128.89%123.4% (-5.5%)

43% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $3.11M

Holders
265
Holders Change
+36
Holders Change %
+15.72%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
95
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$4.95M +$228K +10,140 +5%
ZDA
77
Zweig-DiMenna Associates
New York
$4.94M +$4.4M +195,700 New
Stifel Financial
78
Stifel Financial
Missouri
$4.7M +$233K +10,378 +6%
Capital Fund Management (CFM)
79
Capital Fund Management (CFM)
France
$4.62M +$324K +14,407 +9%
EI
80
EAM Investors
California
$4.43M +$3.95M +175,518 New
EGI
81
EAM Global Investors
California
$4.39M +$3.91M +173,820 New
OAM
82
Oppenheimer Asset Management
New York
$4.34M +$115K +5,116 +3%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$4.16M -$5.94M -264,221 -62%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$3.81M +$200K +8,904 +6%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$3.8M -$424K -18,831 -11%
Connor, Clark & Lunn Investment Management (CC&L)
86
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.79M -$4.96M -220,361 -59%
RFC
87
Regions Financial Corp
Alabama
$3.71M +$55.2K +2,456 +2%
Legal & General Group
88
Legal & General Group
United Kingdom
$3.68M +$102K +4,538 +3%
BMSSC
89
B. Metzler seel. Sohn & Co
Germany
$3.68M +$102K +4,544 +3%
UBS Group
90
UBS Group
Switzerland
$2.91M -$1.27M -56,563 -33%
JFG
91
Jefferies Financial Group
New York
$2.85M +$2.54M +112,707 New
BAM
92
Bullseye Asset Management
Colorado
$2.8M +$787K +35,000 +46%
Jane Street
93
Jane Street
New York
$2.73M -$1.02M -45,178 -29%
EGM
94
Engineers Gate Manager
New York
$2.72M +$154K +6,858 +7%
AG
95
Algert Global
California
$2.68M -$625K -27,790 -21%
Dimensional Fund Advisors
96
Dimensional Fund Advisors
Texas
$2.65M +$2.36M +104,935 New
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$2.56M +$218K +9,707 +11%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$2.4M +$122K +5,432 +6%
SCM
99
Sterling Capital Management
North Carolina
$2.34M +$2.08M +92,485 New
MIM
100
MetLife Investment Management
New Jersey
$2.18M +$1.15M +51,022 +144%

CWAN Hedge Fund Activity: Q3 2024 in Review

265 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2024, worth a combined $5B — up 43% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWAN positions and 30 closed out — a net gain of 38 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $84.2M.

  • 265 institutional investors held Clearwater Analytics (CWAN) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $5B of Clearwater Analytics stock for Q3 2024, up 43% quarter-over-quarter.
  • 68 funds opened new Clearwater Analytics positions in Q3 2024 and 30 closed out, a net change of +38 holders.
  • The largest Clearwater Analytics buyer in Q3 2024 was Balyasny Asset Management, an estimated $79.5M added.
  • The largest Clearwater Analytics seller in Q3 2024 was Citadel Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2024.