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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 %
CIC
251
Cornercap Investment Counsel
Georgia
$374K – – –
US Bancorp
252
US Bancorp
Minnesota
$372K -$320K -11,635 -46%
EC
253
EntryPoint Capital
New York
$359K +$359K +13,043 New
X
254
Xponance
Pennsylvania
$350K +$74.7K +2,715 +27%
BAM
255
Bosun Asset Management
Illinois
$348K +$348K +12,654 New
PAS
256
Park Avenue Securities
New York
$345K +$345K +12,548 New
MC
257
MIG Capital
California
$329K +$329K +11,961 New
PCM
258
Prelude Capital Management
New York
$328K +$328K +11,903 New
AWM
259
Apollon Wealth Management
South Carolina
$327K +$3.66K +133 +1%
AQR Capital Management
260
AQR Capital Management
Connecticut
$324K +$324K +11,785 New
EMPI
261
Elo Mutual Pension Insurance
Finland
$324K +$324K +11,763 New
WAM
262
Weiss Asset Management
Massachusetts
$320K +$320K +11,613 New
WP
263
Woodline Partners
California
$315K +$315K +11,453 New
TC
264
TwinBeech Capital
New York
$311K +$311K +11,311 New
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$303K +$53.9K +1,960 +22%
IWM
266
IHT Wealth Management
Illinois
$302K -$12.2K -445 -4%
DADC
267
D.A. Davidson & Co
Montana
$290K – – –
Simplex Trading
268
Simplex Trading
Illinois
$288K +$288K +10,482 New
Envestnet Portfolio Solutions
269
Envestnet Portfolio Solutions
Illinois
$285K +$285K +10,354 New
Cerity Partners
270
Cerity Partners
New York
$273K -$2.3K -91 -0.8%
TRCT
271
Tower Research Capital (TRC)
New York
$271K +$203K +7,369 +299%
Amundi
272
Amundi
France
$264K +$1.36K +50 +0.5%
LA
273
Lindenwold Advisors
Pennsylvania
$261K +$963 +35 +0.4%
KWM
274
Kolinsky Wealth Management
New Jersey
$253K – – –
KBC Group
275
KBC Group
Belgium
$249K +$138K +5,007 +124%
9 10
11
12 13