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Clearwater Analytics
CWAN

Overview Fund Activity

99 hedge funds and large institutions have $1.15B invested in Clearwater Analytics in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
45
Reduced
24
Closed
8
Calls
$500K
Puts
$23K
Net Calls
+$477K
Net Calls Change
+$343K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.3M
2
BCM
2
Brown Capital Management
Maryland
$16.8M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$68.2M
4
WA
4
Wasatch Advisors
Utah
$99.7M
5
Invesco
5
Invesco
Georgia
$7.6M

Top Sellers

1
DIG
1
Dragoneer Investment Group
California
$62.5M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$29.8M
3
BAMCO Inc
3
BAMCO Inc
New York
$61.5M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$103M
5
SEI Investments
5
SEI Investments
Pennsylvania
$7.72M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$6.28M 334,703 +60,419 +22%
Comerica Bank
27
Comerica Bank
Texas
$5.48M 291,255 +86,372 +42%
Goldman Sachs
28
Goldman Sachs
New York
$5.13M 273,453 +37,493 +16%
Charles Schwab
29
Charles Schwab
California
$5.08M 271,039 +10,862 +4%
State Street
30
State Street
Massachusetts
$4.83M 257,580 -1,357 -0.5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.82M 257,060 +85,512 +50%
TCM
32
TimesSquare Capital Management
New York
$3.94M 210,000 -70,300 -25%
Ameriprise
33
Ameriprise
Minnesota
$3.16M 168,705 +39,332 +30%
Fidelity International
34
Fidelity International
Bermuda
$2.73M 145,755 – –
Renaissance Technologies
35
Renaissance Technologies
New York
$2.48M 132,400 +53,000 +67%
Northern Trust
36
Northern Trust
Illinois
$2.15M 114,678 +10,185 +10%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$2.02M 107,767 -30,776 -22%
Bank of America
38
Bank of America
North Carolina
$1.73M 92,306 +17,311 +23%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.68M 89,811 +19,530 +28%
M&T Bank
40
M&T Bank
New York
$1.65M 87,827 -1,626 -2%
Stifel Financial
41
Stifel Financial
Missouri
$1.64M 87,667 -2,847 -3%
BMSSC
42
B. Metzler seel. Sohn & Co
Germany
$1.49M 79,386 +25,203 +47%
OAM
43
Oppenheimer Asset Management
New York
$1.43M 76,161 +6,699 +10%
RFC
44
Regions Financial Corp
Alabama
$1.39M 74,118 -3,662 -5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.31M 69,600 +3,800 +6%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.07M 56,908 +32,251 +131%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$977K 52,128 +7,897 +18%
First Trust Advisors
48
First Trust Advisors
Illinois
$805K 42,926 +42,926 New
LPL Financial
49
LPL Financial
California
$733K 39,076 +4,981 +15%
NW
50
NewEdge Wealth
Pennsylvania
$661K 35,256 -3,340 -9%
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