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Clearwater Analytics

263 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 94 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+35
Holders Change %
+15.35%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
67
Increased
94
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
226
Farther Finance Advisors
California
$35.1K -$1.06K -42 -3%
HCM
227
Hollencrest Capital Management
California
$34.4K
Federated Hermes
228
Federated Hermes
Pennsylvania
$31K +$31K +1,229 New
EBA
229
Eagle Bay Advisors
New York
$30.5K
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$28.8K -$3.64K -144 -11%
CA
231
Clearstead Advisors
Ohio
$26.6K +$9.17K +363 +53%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$21.4K +$21.4K +847 New
GI
233
GAMMA Investing
California
$20.6K +$20.6K +816 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$17.2K +$7.78K +308 +83%
PTC
235
Private Trust Company
Ohio
$15.2K -$3.11K -123 -17%
S
236
SignatureFD
Georgia
$14.4K
FCM
237
Fourpath Capital Management
Oklahoma
$11K +$11K +435 New
Group One Trading
238
Group One Trading
Illinois
$10.1K +$10.1K +398 New
HNB
239
Huntington National Bank
Ohio
$8.84K +$126 +5 +1%
MA
240
MCF Advisors
Kentucky
$6.19K -$1.57K -62 -20%
TFM
241
TFC Financial Management
Massachusetts
$5.68K +$2.65K +105 +88%
GWM
242
Geneos Wealth Management
Colorado
$5.28K +$5.28K +209 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$5.05K
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.05K +$5.05K +200 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$5K -$7.01K -290 -58%
AWM
246
Avior Wealth Management
Nebraska
$4.55K +$303 +12 +7%
AF
247
Allworth Financial
California
$3.89K -$379 -15 -9%
IHWM
248
Iron Horse Wealth Management
Iowa
$3.76K
RIL
249
Rothschild Investment LLC
Illinois
$3.66K +$3.16K +125 +625%
PWMG
250
Private Wealth Management Group
New Jersey
$3.61K