Clearwater Analytics
CWAN
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.
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: 99 → 122 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.4M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$45.2M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$31.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$22.6M |
| 5 |
JP Morgan Chase
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$36.7M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$14.9M |
| 3 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$14.3M |
| 4 |
FAM
Fred Alger Management
New York
|
-$5.79M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$4.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
TD Asset Management
Toronto,
Ontario, Canada
| – | -$590K | -31,460 | Closed |
|
127
Truist Financial
Charlotte,
North Carolina
| – | -$558K | -29,776 | Closed |
|
128
Jane Street
New York
| – | -$436K | -23,230 | Closed |
|
|
VRS
129
Virginia Retirement Systems
Richmond,
Virginia
| – | -$324K | -17,300 | Closed |
|
|
CF
130
CNA Financial
Chicago,
Illinois
| – | -$290K | -15,475 | Closed |
|
131
SG Americas Securities
New York
| – | -$285K | -15,219 | Closed |
|
132
Rockefeller Capital Management
New York
| – | -$12K | -659 | Closed |
|
|
S
133
SignatureFD
Atlanta,
Georgia
| – | -$1.41K | -75 | Closed |
|
|
TRCT
134
Tower Research Capital (TRC)
New York
| – | -$1K | -52 | Closed |
|
|
LC
135
Lindbrook Capital
Calabasas,
California
| – | -$244 | -13 | 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.