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Clearwater Analytics
CWAN

Overview Fund Activity

88 hedge funds and large institutions have $1.04B invested in Clearwater Analytics in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-24
Holders Change %
-21.43%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
42
Reduced
26
Closed
33
Calls
$327K
Puts
$193K
Net Calls
+$134K
Net Calls Change
+$221K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$53.2M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$47.2M
3
WA
3
Wasatch Advisors
Utah
$80.8M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$15M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
DIG
3
Dragoneer Investment Group
California
$97.4M
4
HF
4
HRT Financial
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$4.35M +$600K +35,728 +16%
UBS AM
27
UBS AM
Illinois
$3.97M -$417K -24,847 -10%
Goldman Sachs
28
Goldman Sachs
New York
$3.96M +$2.35M +139,710 +145%
Comerica Bank
29
Comerica Bank
Texas
$3.15M +$1.36M +88,607 +76%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.88M +$232K +13,791 +9%
Fidelity International
31
Fidelity International
Bermuda
$2.45M +$33.7K +2,009 +1%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.36M +$2.36M +140,459 New
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$2.33M -$13K -777 -0.6%
Ameriprise
34
Ameriprise
Minnesota
$2.17M +$857K +51,021 +65%
Northern Trust
35
Northern Trust
Illinois
$1.75M +$404K +24,080 +30%
Stifel Financial
36
Stifel Financial
Missouri
$1.52M -$19.2K -1,146 -1%
M&T Bank
37
M&T Bank
New York
$1.5M +$188K +11,207 +14%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.33M -$1.87M -111,300 -58%
RFC
39
Regions Financial Corp
Alabama
$1.31M +$34K +2,022 +3%
Bank of America
40
Bank of America
North Carolina
$1.26M +$65.5K +3,897 +5%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.18M +$257K +15,335 +28%
OAM
42
Oppenheimer Asset Management
New York
$1.17M +$370K +22,027 +46%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.11M +$149K +8,900 +16%
BMSSC
44
B. Metzler seel. Sohn & Co
Germany
$910K +$226K +13,464 +33%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$743K -$9.04K -538 -1%
NW
46
NewEdge Wealth
Pennsylvania
$648K +$47.7K +2,841 +8%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$648K +$118K +7,048 +22%
LPL Financial
48
LPL Financial
California
$572K +$107K +6,386 +23%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$535K – – –
TC
50
TownSquare Capital
Utah
$512K +$174K +10,380 +52%
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