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Clearwater Analytics
CWAN

Overview Fund Activity

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

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$89.2M
2
Invesco
2
Invesco
Georgia
$98.5M
3
CIP
3
Champlain Investment Partners
Vermont
$53.6M
4
DCM
4
Driehaus Capital Management
Illinois
$49.1M
5
Northern Trust
5
Northern Trust
Illinois
$39.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$76.5M
3
PH
3
Permira Holdings
Guernsey
$468M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$85.1M
5
FAM
5
Fred Alger Management
New York
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
251
Financial Network Wealth Advisors
Utah
$3.49K -$3.91K -155 -53%
LC
252
Lindbrook Capital
California
$3.08K -$1.39K -55 -31%
GRP
253
Global Retirement Partners
California
$2.93K +$2.93K +116 New
PS
254
Principal Securities
Iowa
$1.19K +$1.19K +47 New
ATS
255
Ashton Thomas Securities
New York
$1.01K +$1.01K +40 New
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$1K -$6.55K -249 -87%
CA
257
Continuum Advisory
Idaho
$883 +$883 +29 New
BIA
258
Bell Investment Advisors
California
$758 – – –
CPA
259
Capital Performance Advisors
California
$732 +$732 +29 New
RAM
260
Riggs Asset Management
Pennsylvania
$632 – – –
EWA
261
EverSource Wealth Advisors
Alabama
$530 +$530 +21 New
VCM
262
Versant Capital Management
Arizona
$505 +$505 +20 New
TC
263
TwinBeech Capital
New York
– -$5.27M -284,760 Closed
GCM
264
Ghisallo Capital Management
Massachusetts
– -$4.63M -250,000 Closed
AACP
265
Advantage Alpha Capital Partners
California
– -$2.95M -159,551 Closed
Marshall Wace
266
Marshall Wace
United Kingdom
– -$2.71M -146,344 Closed
Norges Bank
267
Norges Bank
Norway
– -$2.62M -141,315 Closed
AGM
268
Alpine Global Management
New York
– -$2.46M -132,593 Closed
JF
269
Jump Financial
Illinois
– -$1.92M -103,700 Closed
SEC
270
Seven Eight Capital
New York
– -$1.8M -97,053 Closed
Walleye Capital
271
Walleye Capital
New York
– -$1.16M -62,449 Closed
Holocene Advisors
272
Holocene Advisors
New York
– -$1.13M -60,895 Closed
QC
273
Quadrature Capital
United Kingdom
– -$1.1M -59,311 Closed
OR
274
Olympiad Research
Connecticut
– -$394K -21,288 Closed
CSS
275
Cubist Systematic Strategies
Connecticut
– -$393K -21,199 Closed
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