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Clearwater Analytics
CWAN

Overview Fund Activity

139 hedge funds and large institutions have $1.81B invested in Clearwater Analytics in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
58
Reduced
32
Closed
21
Calls
$1.36M
Puts
$3.28M
Net Calls
-$1.93M
Net Calls Change
-$2.86M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$198M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$183M
3
BCM
3
Brown Capital Management
Maryland
$58.2M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$19.5M
5
TCM
5
TimesSquare Capital Management
New York
$15.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.45M
2
DCP
2
Durable Capital Partners
Maryland
$123M
3
FAM
3
Fred Alger Management
New York
$66.6M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
MS
5
Maven Securities
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SRFM
26
Shannon River Fund Management
New York
$11.7M +$11.7M +603,545 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.4M +$562K +29,039 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$11.3M +$4.08M +211,066 +56%
Wells Fargo
29
Wells Fargo
California
$11M +$39K +2,016 +0.4%
State Street
30
State Street
Massachusetts
$10.4M +$1.08M +56,022 +12%
UBS AM
31
UBS AM
Illinois
$9.97M +$22.7K +1,175 +0.2%
Renaissance Technologies
32
Renaissance Technologies
New York
$9.88M +$2.23M +115,145 +29%
Two Sigma Investments
33
Two Sigma Investments
New York
$9.31M +$4.37M +226,157 +89%
Charles Schwab
34
Charles Schwab
California
$9.25M +$1.21M +62,644 +15%
Comerica Bank
35
Comerica Bank
Texas
$9.06M +$9.06M +468,413 New
RJA
36
Raymond James & Associates
Florida
$8.45M -$216K -11,156 -2%
Brown Advisory
37
Brown Advisory
Maryland
$8.11M +$8.11M +419,465 New
OCM
38
Osterweis Capital Management
California
$8.08M +$4.43M +228,820 +121%
Bank of America
39
Bank of America
North Carolina
$6.73M -$277K -14,298 -4%
Northern Trust
40
Northern Trust
Illinois
$6M +$2.34M +120,814 +64%
Polen Capital Management
41
Polen Capital Management
Florida
$5.89M +$5.89M +304,600 New
ACH
42
ArrowMark Colorado Holdings
Colorado
$5.78M -$2.4M -124,001 -29%
CM
43
Castleark Management
Illinois
$5.58M +$5.58M +288,590 New
Citadel Advisors
44
Citadel Advisors
Florida
$4.42M +$4.41M +228,043 +42,625%
AACP
45
Advantage Alpha Capital Partners
California
$4.28M -$1.48M -76,605 -26%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$4.14M +$4.14M +214,319 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$3.81M +$1.8M +93,163 +90%
Goldman Sachs
48
Goldman Sachs
New York
$3.45M -$85.7M -4,432,284 -96%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.35M +$32.9K +1,700 +1%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$3.34M +$3.34M +172,700 New
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