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CWAN

Clearwater Analytics

Delisted

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

121 hedge funds and large institutions have $1.4B invested in Clearwater Analytics in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,651% more call options, than puts

Call options by funds: $963K | Put options by funds: $35K

135% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 26

12% more capital invested

Capital invested by funds: $1.24B → $1.4B (+$153M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 122121 (-1)

11.34% less ownership

Funds ownership: 124.92%113.59% (-11%)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
61
Reduced
26
Closed
20
Calls
$963K
Puts
$35K
Net Calls
+$928K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
101
RhumbLine Advisers
Massachusetts
$35.7K +$35.5K +2,248 New
UBS Group
102
UBS Group
Switzerland
$35.4K -$765K -48,484 -96%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$25K -$24.2K -1,533 -49%
US Bancorp
104
US Bancorp
Minnesota
$23.6K
Bessemer Group
105
Bessemer Group
New Jersey
$20K +$4.96K +314 +34%
Deutsche Bank
106
Deutsche Bank
Germany
$15.1K
PTC
107
Private Trust Company
Ohio
$12.4K +$900 +57 +8%
S
108
SignatureFD
Georgia
$10.7K +$10.7K +676 New
TWM
109
Tradition Wealth Management
Minnesota
$9K
EBA
110
Eagle Bay Advisors
New York
$8.98K
Citadel Advisors
111
Citadel Advisors
Florida
$8.49K -$2.2M -139,137 -100%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$7K
FDCC
113
Foster Dykema Cabot & Co
Massachusetts
$6K +$6.2K +393 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$5.87K +$2.68K +170 +85%
TRCT
115
Tower Research Capital (TRC)
New York
$4.62K +$4.59K +291 New
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$4K -$1.09K -69 -20%
AP
117
Arlington Partners
Alabama
$3.97K
FCA
118
FinTrust Capital Advisors
South Carolina
$3.88K
Simplex Trading
119
Simplex Trading
Illinois
$2K -$821 -52 -28%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$873 +$773 +49 +817%
PA
121
Parallel Advisors
California
$333 +$237 +15 +250%
FG
122
Formula Growth
Quebec, Canada
-$3.51M -220,000 Closed
RCMU
123
Rokos Capital Management (UK)
United Kingdom
-$2.52M -158,405 Closed
DCM
124
Discovery Capital Management
Connecticut
-$2.31M -145,000 Closed
MIM
125
Monashee Investment Management
Massachusetts
-$718K -45,000 Closed

CWAN Hedge Fund Activity: Q2 2023 in Review

121 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q2 2023, worth a combined $1.4B — up 12% from $1.24B a quarter earlier.

Fund positioning in CWAN was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 61 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $67M. The largest seller was Durable Capital Partners, cutting an estimated $18.3M.

  • 121 institutional investors held Clearwater Analytics (CWAN) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $1.4B of Clearwater Analytics stock for Q2 2023, up 12% quarter-over-quarter.
  • 20 funds opened new Clearwater Analytics positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest Clearwater Analytics buyer in Q2 2023 was Goldman Sachs, an estimated $67M added.
  • The largest Clearwater Analytics seller in Q2 2023 was Durable Capital Partners, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2023.