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Clearwater Analytics
CWAN

Overview Fund Activity

122 hedge funds and large institutions have $1.24B invested in Clearwater Analytics in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
37
Increased
60
Reduced
19
Closed
13
Calls
$128K
Puts
$35K
Net Calls
+$93K
Net Calls Change
-$384K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$111M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$99.3M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$44.8M
4
Invesco
4
Invesco
Georgia
$27.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$89.3M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
DCP
2
Durable Capital Partners
Maryland
$141M
3
DIG
3
Dragoneer Investment Group
California
$40.1M
4
FAM
4
Fred Alger Management
New York
$67.9M
5
Norges Bank
5
Norges Bank
Norway
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.29M -$142K -8,867 -10%
M&T Bank
52
M&T Bank
New York
$1.26M -$141K -8,849 -10%
OAM
53
Oppenheimer Asset Management
New York
$1.24M +$29.1K +1,822 +2%
RFC
54
Regions Financial Corp
Alabama
$1.24M +$53.4K +3,347 +5%
Millennium Management
55
Millennium Management
New York
$1.06M +$895K +56,052 +554%
QT
56
Quantbot Technologies
New York
$980K +$886K +55,538 +951%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$898K +$498K +31,207 +125%
UBS Group
58
UBS Group
Switzerland
$809K +$737K +46,194 +1,022%
OQS
59
Occudo Quantitative Strategies
Florida
$809K +$809K +50,659 New
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$788K -$43.9K -2,750 -5%
GCP
61
GSA Capital Partners
United Kingdom
$767K +$767K +48,086 New
CS
62
Credit Suisse
Switzerland
$741K +$290K +18,186 +64%
MIM
63
Monashee Investment Management
Massachusetts
$718K +$718K +45,000 New
ECM
64
ExodusPoint Capital Management
New York
$701K +$701K +43,952 New
LPL Financial
65
LPL Financial
California
$680K +$56.3K +3,528 +9%
CP
66
CenterBook Partners
Connecticut
$665K +$396K +24,815 +147%
GCM
67
Graham Capital Management
Connecticut
$645K +$409K +25,606 +173%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$642K +$214K +13,378 +50%
PP
69
PDT Partners
New York
$626K +$626K +39,240 New
NW
70
NewEdge Wealth
Pennsylvania
$622K +$59.7K +3,740 +11%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$622K +$64K +4,012 +11%
SIC
72
Salem Investment Counselors
North Carolina
$585K +$201K +12,600 +52%
TC
73
TownSquare Capital
Utah
$567K +$61.2K +3,835 +12%
PCM
74
Prelude Capital Management
New York
$469K +$469K +29,413 New
OR
75
Olympiad Research
Connecticut
$469K +$469K +29,413 New
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