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Clearwater Analytics

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
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
101
HM Payson & Co
Maine
$354K -$5.8K -300 -2%
AIM
102
Aigen Investment Management
New York
$339K +$339K +17,534 New
Capstone Investment Advisors
103
Capstone Investment Advisors
New York
$324K +$324K +16,729 New
TFA
104
Toth Financial Advisory
Virginia
$319K +$319K +16,500 New
Osaic Holdings
105
Osaic Holdings
Arizona
$292K +$120K +6,201 +69%
VF
106
Virtu Financial
New York
$271K +$73.9K +3,827 +37%
VRS
107
Virginia Retirement Systems
Virginia
$263K +$263K +13,600 New
KIA
108
KLR Investment Advisors
Rhode Island
$258K -$8.16K -511 -3%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$242K +$242K +12,514 New
WB
110
WesBanco Bank
West Virginia
$232K
SPIA
111
Steward Partners Investment Advisory
New York
$231K +$32.5K +1,680 +16%
RJT
112
Raymond James Trust
Florida
$210K -$1.55K -80 -0.7%
CGH
113
Crossmark Global Holdings
Texas
$207K +$207K +10,124 New
Lazard Asset Management
114
Lazard Asset Management
New York
$198K +$18.7K +973 +10%
SG Americas Securities
115
SG Americas Securities
New York
$163K -$2.62K -135 -2%
SOW
116
State of Wyoming
Wyoming
$119K +$36.4K +1,883 +44%
UBS Group
117
UBS Group
Switzerland
$59.9K +$16.8K +869 +39%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$44.1K
RhumbLine Advisers
119
RhumbLine Advisers
Massachusetts
$43.5K
TRCT
120
Tower Research Capital (TRC)
New York
$35.3K +$29.7K +1,535 +527%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$31.4K +$928 +48 +3%
US Bancorp
122
US Bancorp
Minnesota
$31.4K +$2.69K +139 +9%
HCM
123
Hollencrest Capital Management
California
$24.2K +$24.2K +1,251 New
PTC
124
Private Trust Company
Ohio
$15.3K +$174 +9 +1%
S
125
SignatureFD
Georgia
$11.7K -$1.39K -72 -11%