Clearwater Analytics
CWAN
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.
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: 88 → 99 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.5M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$15.5M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$14.3M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.79M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$7.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$42.8M |
| 2 |
Janus Henderson Group
London,
|
-$27.3M |
| 3 |
BAMCO Inc
New York
|
-$6.81M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$2.51M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
101
PDT Partners
New York
| – | -$294K | -17,491 | Closed |
|
|
VI
102
Versor Investments
New York
| – | -$264K | -15,700 | Closed |
|
103
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$49K | -2,900 | Closed |
|
104
BNP Paribas Financial Markets
Paris,
France
| – | -$32.1K | -1,912 | Closed |
|
|
IA
105
IFP Advisors
Tampa,
Florida
| – | -$21K | -825 | Closed |
|
|
WWM
106
Wolff Wiese Magana
Carslbad,
California
| – | -$13K | -793 | Closed |
|
|
CWM
107
Castle Wealth Management
West Palm Beach,
Florida
| – | -$9K | -510 | 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.