CWAN icon

Clearwater Analytics
CWAN

Overview Fund Activity

69 hedge funds and large institutions have $1.14B invested in Clearwater Analytics in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 42 closing their positions.

Holders
69
Holders Change
-11
Holders Change %
-13.75%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
19
Reduced
11
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIG
1
Dragoneer Investment Group
California
$272M
2
WA
2
Wasatch Advisors
Utah
$70.4M
3
EVM
3
Eaton Vance Management
Massachusetts
$33.1M
4
DCP
4
Durable Capital Partners
Maryland
$180M
5
BAMCO Inc
5
BAMCO Inc
New York
$64.8M

Top Sellers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$0
2
Jennison Associates
2
Jennison Associates
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.8M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$127M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$3.7M +$3.7M +161,040 New
CCM
27
CAAS Capital Management
New York
$2.39M -$1.06M -46,034 -31%
State Street
28
State Street
Massachusetts
$2.28M +$2.28M +99,100 New
M&T Bank
29
M&T Bank
New York
$1.89M +$1.89M +82,084 New
RFC
30
Regions Financial Corp
Alabama
$1.76M +$1.76M +76,414 New
LCM
31
Laurion Capital Management
New York
$1.72M – – –
Bank of America
32
Bank of America
North Carolina
$1.54M +$1.54M +66,792 New
Northern Trust
33
Northern Trust
Illinois
$1.41M +$1.41M +61,119 New
Stifel Financial
34
Stifel Financial
Missouri
$1.03M +$1.03M +45,032 New
TD Asset Management
35
TD Asset Management
Ontario, Canada
$1.02M +$538K +23,431 +112%
SGM
36
Seven Grand Managers
New York
$919K +$919K +40,000 New
BMSSC
37
B. Metzler seel. Sohn & Co
Germany
$898K +$712K +31,737 +383%
OAM
38
Oppenheimer Asset Management
New York
$872K +$872K +37,939 New
Morgan Stanley
39
Morgan Stanley
New York
$681K -$1.14M -49,800 -63%
CF
40
CNA Financial
Illinois
$628K +$628K +27,324 New
VAS
41
Vestmark Advisory Solutions
Massachusetts
$580K +$580K +25,224 New
NW
42
NewEdge Wealth
Pennsylvania
$580K +$580K +25,224 New
GIPM
43
G2 Investment Partners Management
New York
$575K +$575K +25,000 New
AC
44
Allstate Corporation
Illinois
$544K +$121K +5,281 +29%
TC
45
TownSquare Capital
Utah
$436K +$436K +18,989 New
Jane Street
46
Jane Street
New York
$412K +$33.2K +1,443 +9%
ECM
47
ExodusPoint Capital Management
New York
$399K -$171K -7,428 -30%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$299K +$299K +13,025 New
BAM
49
Blueshift Asset Management
New Jersey
$241K +$241K +10,503 New
CIBC Asset Management
50
CIBC Asset Management
Ontario, Canada
$231K +$231K +10,044 New
1
2
3 4 5