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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
HPC
101
HM Payson & Co
Maine
$57.5K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$49.6K +$1.01K +58 +2%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$27.6K +$12.2K +698 +68%
US Bancorp
104
US Bancorp
Minnesota
$23.7K -$8.71K -498 -25%
Deutsche Bank
105
Deutsche Bank
Germany
$15.2K
Bessemer Group
106
Bessemer Group
New Jersey
$15K +$16.3K +934 New
QL
107
Quarry LP
New York
$14.4K +$15.8K +903 New
PTC
108
Private Trust Company
Ohio
$11.6K +$1.33K +76 +12%
EBA
109
Eagle Bay Advisors
New York
$9.03K
TWM
110
Tradition Wealth Management
Minnesota
$9K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$8K -$1.96K -112 -19%
SOW
112
State of Wyoming
Wyoming
$6.45K -$140K -7,993 -95%
MIFH
113
Migdal Insurance & Financial Holdings
Israel
$5K +$2.15K +123 +56%
CFB
114
Cullen/Frost Bankers
Texas
$4.69K +$5.14K +294 New
AP
115
Arlington Partners
Alabama
$3.99K +$4.37K +250 New
FCA
116
FinTrust Capital Advisors
South Carolina
$3.88K
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$3.19K -$1.82K -104 -34%
Simplex Trading
118
Simplex Trading
Illinois
$3K +$455 +26 +16%
QCG
119
Quadrant Capital Group
Ohio
$2.33K +$2.06K +118 +421%
JFA
120
JNBA Financial Advisors
Minnesota
$671 +$735 +42 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$96 -$2.66K -152 -96%
PA
122
Parallel Advisors
California
$96 -$140 -8 -57%
T. Rowe Price Investment Management
123
T. Rowe Price Investment Management
Maryland
-$36.7M -1,954,998 Closed
Fidelity International
124
Fidelity International
Bermuda
-$2.73M -145,755 Closed
First Trust Advisors
125
First Trust Advisors
Illinois
-$805K -42,926 Closed

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.