CWAN icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
Bessemer Group
126
Bessemer Group
New Jersey
$11K -$12.3K -660 -53%
TWM
127
Tradition Wealth Management
Minnesota
$11K – – –
EBA
128
Eagle Bay Advisors
New York
$10.9K – – –
QL
129
Quarry LP
New York
$9.07K +$9.07K +469 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$9K -$525 -26 -6%
MIFH
131
Migdal Insurance & Financial Holdings
Israel
$5K – – –
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$3.87K -$3.29K -170 -46%
IHWM
133
Iron Horse Wealth Management
Iowa
$2.88K +$2.88K +149 New
VWM
134
Venturi Wealth Management
Texas
$1.06K +$1.06K +55 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$1.03K -$39 -2 -4%
SSG
136
Summit Securities Group
New York
$1K +$1K +39 New
SCA
137
Stonebridge Capital Advisors
Minnesota
$580 +$580 +30 New
PA
138
Parallel Advisors
California
$406 – – –
AF
139
Allworth Financial
California
$136 +$136 +7 New
BC
140
Brookfield Corp
Ontario, Canada
– -$12.7M -800,000 Closed
MS
141
Maven Securities
Jersey
– -$6.85M -431,396 Closed
GCM
142
Ghisallo Capital Management
Massachusetts
– -$4.76M -300,000 Closed
TCM
143
Thames Capital Management
New Jersey
– -$3.97M -249,857 Closed
ECM
144
Element Capital Management
New York
– -$2.94M -185,169 Closed
SGM
145
Seven Grand Managers
New York
– -$1.53M -96,549 Closed
OQS
146
Occudo Quantitative Strategies
Florida
– -$1.09M -68,780 Closed
Marshall Wace
147
Marshall Wace
United Kingdom
– -$1.01M -63,581 Closed
AG
148
Algert Global
California
– -$624K -39,310 Closed
OR
149
Olympiad Research
Connecticut
– -$532K -33,492 Closed
PCM
150
Prelude Capital Management
New York
– -$532K -33,492 Closed
3 4 5
6
7