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Clearwater Analytics
CWAN

Overview Fund Activity

201 hedge funds and large institutions have $3.13B invested in Clearwater Analytics in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+62
Holders Change %
+44.6%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
77
Increased
86
Reduced
28
Closed
13
Calls
$3.06M
Puts
$98K
Net Calls
+$2.96M
Net Calls Change
+$4.89M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$146M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$221M
3
Morgan Stanley
3
Morgan Stanley
New York
$134M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$259M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$57.8M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$16M
2
DIG
2
Dragoneer Investment Group
California
$17.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$96.2M
4
FAM
4
Fred Alger Management
New York
$62.5M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$3.4M +$2.98M +148,946 +717%
QC
77
Quadrature Capital
United Kingdom
$3.4M +$1.44M +71,964 +74%
SBH
78
Segall Bryant & Hamill
Illinois
$3.37M +$3.37M +168,067 New
Hudson Bay Capital Management
79
Hudson Bay Capital Management
Connecticut
$3.16M +$3.16M +157,744 New
QT
80
Quantbot Technologies
New York
$2.89M +$917K +45,763 +47%
Stifel Financial
81
Stifel Financial
Missouri
$2.82M +$1.03M +51,357 +57%
RFC
82
Regions Financial Corp
Alabama
$2.71M +$1.15M +57,280 +73%
OAM
83
Oppenheimer Asset Management
New York
$2.7M +$117K +5,842 +5%
CS
84
Credit Suisse
Switzerland
$2.48M +$1.04M +51,921 +72%
BMSSC
85
B. Metzler seel. Sohn & Co
Germany
$2.36M +$122K +6,070 +5%
Legal & General Group
86
Legal & General Group
United Kingdom
$2.26M +$858K +42,856 +61%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$2.24M +$458K +22,873 +26%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$2.15M +$757K +37,814 +54%
CSS
89
Cubist Systematic Strategies
Connecticut
$2.02M +$2.02M +100,863 New
Jane Street
90
Jane Street
New York
$1.59M +$1.59M +79,545 New
M&T Bank
91
M&T Bank
New York
$1.57M -$508K -25,333 -24%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.39M -$697K -34,797 -33%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$1.31M +$578K +28,838 +79%
NW
94
NewEdge Wealth
Pennsylvania
$1.31M +$578K +28,838 +79%
GCP
95
GSA Capital Partners
United Kingdom
$1.26M -$1.15M -57,275 -48%
CIP
96
Chartwell Investment Partners
Pennsylvania
$1.1M +$1.1M +54,974 New
MS
97
Maven Securities
Jersey
$1.04M +$1.04M +51,736 New
LPL Financial
98
LPL Financial
California
$1.01M -$45.1K -2,254 -4%
AFM
99
Anson Funds Management
Texas
$1M +$1M +50,000 New
Natixis Advisors
100
Natixis Advisors
Massachusetts
$885K +$12.3K +616 +1%
2 3
4
5 6