CWAN icon

Clearwater Analytics
CWAN

Overview Fund Activity

350 hedge funds and large institutions have $6.14B invested in Clearwater Analytics in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 140 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+87
Holders Change %
+33.08%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
107
Increased
140
Reduced
72
Closed
17
Calls
$1.08M
Puts
$2.22M
Net Calls
-$1.14M
Net Calls Change
+$194K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$98.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$203M
4
BlackRock
4
BlackRock
New York
$414M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$575M

Top Sellers

1
PH
1
Permira Holdings
Guernsey
$220M
2
WA
2
Wasatch Advisors
Utah
$342M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$44.8M
4
HRCM
4
Hood River Capital Management
Florida
$43.8M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$505K +$145K +5,287 +40%
DT
227
Diversified Trust
Tennessee
$504K -$59.4K -2,160 -11%
GS
228
GTS Securities
New York
$479K +$479K +17,389 New
BPC
229
Bryce Point Capital
New York
$472K +$472K +17,154 New
SPIA
230
Steward Partners Investment Advisory
New York
$469K +$13.8K +502 +3%
CWM
231
CIBC World Markets
New York
$461K +$461K +16,735 New
CFO
232
Callan Family Office
Pennsylvania
$454K +$454K +16,480 New
YIH
233
Y-Intercept (HK)
Hong Kong
$450K +$450K +16,336 New
EAM
234
Eventide Asset Management
Massachusetts
$442K +$442K +16,046 New
CWP
235
Curated Wealth Partners
California
$441K -$51.2K -1,859 -10%
SRL
236
Scientech Research LLC
New Jersey
$435K +$435K +15,808 New
BCI
237
Brinker Capital Investments
Pennsylvania
$428K +$50.8K +1,847 +13%
OPS
238
Orion Portfolio Solutions
Nebraska
$428K +$50.8K +1,847 +13%
HPC
239
HM Payson & Co
Maine
$416K – – –
A
240
AlphaQuest
New York
$415K +$364K +13,211 +700%
GCM
241
Graham Capital Management
Connecticut
$414K +$414K +15,050 New
CMI
242
Clare Market Investments
Texas
$413K – – –
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$412K – – –
OR
244
Olympiad Research
Connecticut
$409K +$409K +14,879 New
QPW
245
Quantum Private Wealth
Florida
$408K – – –
ICP
246
Impact Capital Partners
Colorado
$406K +$406K +14,766 New
WB
247
WesBanco Bank
West Virginia
$405K -$63.6K -2,311 -14%
PTC
248
Petrus Trust Company
Texas
$393K -$128K -4,659 -25%
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$392K +$148K +5,379 +61%
ATC
250
Argent Trust Co
Tennessee
$381K -$4.87K -177 -1%
8 9
10
11 12