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Clearwater Analytics
CWAN

Overview Fund Activity

210 hedge funds and large institutions have $3.08B invested in Clearwater Analytics in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 36 closing their positions.

Holders
210
Holders Change
+9
Holders Change %
+4.48%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
99
Reduced
47
Closed
36
Calls
$1.31M
Puts
$536K
Net Calls
+$773K
Net Calls Change
-$2.19M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$290M
2
Millennium Management
2
Millennium Management
New York
$66.5M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$183M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$268M
5
BAMCO Inc
5
BAMCO Inc
New York
$94.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.9M
2
DIG
2
Dragoneer Investment Group
California
$0
3
DCP
3
Durable Capital Partners
Maryland
$0
4
GCM
4
Ghisallo Capital Management
Massachusetts
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$26.7M 1,508,948 +1,243,509 +468%
Wells Fargo
27
Wells Fargo
California
$20.9M 1,180,877 -11,338 -1%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$20.2M 1,140,908 +241,807 +27%
Brown Advisory
29
Brown Advisory
Maryland
$20.1M 1,136,630 -3,147 -0.3%
SRFM
30
Shannon River Fund Management
New York
$18.5M 1,045,914 +478,048 +84%
UBS Group
31
UBS Group
Switzerland
$17.8M 1,003,702 +736,069 +275%
SAM
32
Silvercrest Asset Management
New York
$17.6M 994,017 +201,217 +25%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$16.4M 928,187 +928,187 New
State Street
34
State Street
Massachusetts
$16.4M 925,317 +174,563 +23%
Renaissance Technologies
35
Renaissance Technologies
New York
$15.4M 873,100 -178,900 -17%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$15.1M 856,105 +303,647 +55%
Charles Schwab
37
Charles Schwab
California
$14.5M 817,538 +117,651 +17%
RJA
38
Raymond James & Associates
Florida
$11.4M 644,001 +22,970 +4%
WAM
39
Weiss Asset Management
Massachusetts
$10.6M 600,200 +559,268 +1,366%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$10.2M 576,373 -23,431 -4%
Polen Capital Management
41
Polen Capital Management
Florida
$9.67M 546,482 +255,592 +88%
Ameriprise
42
Ameriprise
Minnesota
$9.45M 534,087 -48,728 -8%
Comerica Bank
43
Comerica Bank
Texas
$9.14M 516,562 +38,537 +8%
Bank of America
44
Bank of America
North Carolina
$8.84M 499,775 -57,040 -10%
AI
45
Axiom Investors
Connecticut
$8.45M 477,890 -27,140 -5%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.3M 469,396 +247,774 +112%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$8.2M 463,695 +4,101 +0.9%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$6.82M 385,283 +369,899 +2,404%
Marshall Wace
49
Marshall Wace
United Kingdom
$6.46M 365,143 +365,143 New
UBS AM
50
UBS AM
Illinois
$6.26M 354,112 -327,552 -48%
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