Clearwater Analytics
CWAN
CWAN was delisted on the 24th of June, 2026.
139 hedge funds and large institutions have $1.81B invested in Clearwater Analytics in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 21 closing their positions.
86% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 21
81% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 32
30% more capital invested
Capital invested by funds: $1.4B → $1.81B (+$417M)
15% more funds holding
Funds holding: 121 → 139 (+18)
7.12% less ownership
Funds ownership: 113.59% → 106.47% (-7.1%)
59% less call options, than puts
Call options by funds: $1.35M | Put options by funds: $3.28M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$66.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.3M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$17.8M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$17.8M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$78.2M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$23.2M |
| 3 |
FAM
Fred Alger Management
New York
|
-$13.6M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$12.7M |
| 5 |
MS
Maven Securities
St Helier,
Jersey
|
-$6.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
151
CenterBook Partners
Greenwich,
Connecticut
| – | -$412K | -25,987 | Closed |
|
152
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$345K | -21,730 | Closed |
|
|
YIH
153
Y-Intercept (HK)
Hong Kong
| – | -$333K | -21,002 | Closed |
|
|
SSA
154
Schonfeld Strategic Advisors
New York
| – | -$247K | -15,574 | Closed |
|
155
Walleye Capital
New York
| – | -$187K | -11,795 | Closed |
|
156
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$15.1K | -953 | Closed |
|
|
FDCC
157
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| – | -$6K | -393 | Closed |
|
|
AP
158
Arlington Partners
Birmingham,
Alabama
| – | -$3.97K | -250 | Closed |
|
|
FCA
159
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$3.88K | -207 | Closed |
|
160
Simplex Trading
Chicago,
Illinois
| – | -$2.42K | -137 | Closed |
|
CWAN Hedge Fund Activity: Q3 2023 in Review
139 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Clearwater Analytics (CWAN) for Q3 2023, worth a combined $1.81B — up 30% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new CWAN positions and 21 closed out — a net gain of 18 holders — while 58 added to existing stakes and 32 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $66.6M. The largest seller was Goldman Sachs, cutting an estimated $78.2M.
- 139 institutional investors held Clearwater Analytics (CWAN) as of Q3 2023, up from 121 in Q2 2023.
- Funds reported $1.81B of Clearwater Analytics stock for Q3 2023, up 30% quarter-over-quarter.
- 39 funds opened new Clearwater Analytics positions in Q3 2023 and 21 closed out, a net change of +18 holders.
- The largest Clearwater Analytics buyer in Q3 2023 was Wasatch Advisors, an estimated $66.6M added.
- The largest Clearwater Analytics seller in Q3 2023 was Goldman Sachs, an estimated $78.2M sold.
Based on aggregated 13F filings for Q3 2023.