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Clearwater Analytics

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
Name Holding Trade Value Shares
Change
Shares
Change %
SS
326
SBI Securities
Japan
$8.59K +$8.59K +312 New
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$8.31K +$2.81K +102 +51%
WSFS
328
Wilmington Savings Fund Society
Delaware
$8.26K +$8.26K +300 New
MA
329
MCF Advisors
Kentucky
$6.74K
FHA
330
First Horizon Advisors
Tennessee
$6.69K +$6.69K +243 New
GWM
331
Geneos Wealth Management
Colorado
$6.66K +$908 +33 +16%
PS
332
Principal Securities
Iowa
$5.81K +$4.51K +164 +349%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.5K
QL
334
Quarry LP
New York
$5.34K +$5.34K +194 New
RIL
335
Rothschild Investment LLC
Illinois
$4.82K +$826 +30 +21%
IHWM
336
Iron Horse Wealth Management
Iowa
$4.1K
AWM
337
Avior Wealth Management
Nebraska
$4.07K -$880 -32 -18%
PWMG
338
Private Wealth Management Group
New Jersey
$3.94K
AF
339
Allworth Financial
California
$3.67K -$712 -25 -16%
LC
340
Lindbrook Capital
California
$3.36K
QCG
341
Quadrant Capital Group
Ohio
$3.11K +$3.11K +113 New
PA
342
Parallel Advisors
California
$2.5K +$2.5K +91 New
EWA
343
EverSource Wealth Advisors
Alabama
$1.87K +$1.29K +47 +224%
BIA
344
Bell Investment Advisors
California
$826
CA
345
Continuum Advisory
Idaho
$798
RAM
346
Riggs Asset Management
Pennsylvania
$692
VCM
347
Versant Capital Management
Arizona
$550
NS
348
NBC Securities
Alabama
$510 -$710K -25,073 -100%
Connor, Clark & Lunn Investment Management (CC&L)
349
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.79M -150,233 Closed
PCM
350
Penserra Capital Management
California
-$901K -35,698 Closed