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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 %
LPL Financial
76
LPL Financial
California
$1.02M +$62.6K +3,239 +7%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$843K +$47.8K +2,469 +6%
First Trust Advisors
78
First Trust Advisors
Illinois
$746K +$746K +38,563 New
TC
79
TownSquare Capital
Utah
$719K +$18.5K +954 +3%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$704K -$48.4K -2,505 -6%
NW
81
NewEdge Wealth
Pennsylvania
$704K -$48.4K -2,505 -6%
WP
82
Woodline Partners
California
$703K +$703K +36,329 New
Citigroup
83
Citigroup
New York
$625K +$223K +11,529 +56%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$575K -$94.4K -4,881 -14%
DFCM
85
Dark Forest Capital Management
Puerto Rico
$566K +$566K +29,242 New
Verition Fund Management
86
Verition Fund Management
Connecticut
$561K +$561K +29,013 New
PFM
87
Premier Fund Managers
United Kingdom
$539K +$539K +27,449 New
PTC
88
Petrus Trust Company
Texas
$508K – – –
GT
89
Glenmede Trust
Pennsylvania
$470K -$6.48K -335 -1%
SIM
90
Sandia Investment Management
Massachusetts
$457K +$457K +23,655 New
NS
91
NBC Securities
Alabama
$453K +$453K +23,439 New
ASRS
92
Arizona State Retirement System
Arizona
$433K +$85.4K +4,416 +25%
PP
93
PDT Partners
New York
$421K +$421K +21,750 New
BCM
94
Bayesian Capital Management
New York
$406K +$406K +20,988 New
Barclays
95
Barclays
United Kingdom
$402K -$18K -929 -4%
ET
96
Equitable Trust
Tennessee
$396K +$396K +20,453 New
DF
97
Dunhill Financial
United Kingdom
$382K -$4.8K -235 -1%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$366K +$366K +18,947 New
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$366K +$114K +5,893 +45%
DIM
100
DC Investments Management
Virginia
$363K – – –
2 3
4
5 6