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

Top Sellers

1
DCP
Durable Capital Partners
Maryland
$16M
2
DIG
Dragoneer Investment Group
California
$17.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$96.2M
4
FAM
Fred Alger Management
New York
$62.5M
5
ACH
ArrowMark Colorado Holdings
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
126
Graham Capital Management
Connecticut
$441K +$441K +22,036 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$429K +$50.3K +2,511 +13%
ET
128
Equitable Trust
Tennessee
$403K -$7.09K -354 -2%
AG
129
Artal Group
Luxembourg
$401K +$401K +20,000 New
SPIA
130
Steward Partners Investment Advisory
New York
$397K +$157K +7,857 +66%
EA
131
Ellsworth Advisors
Ohio
$396K +$396K +19,763 New
Truist Financial
132
Truist Financial
North Carolina
$390K +$390K +19,469 New
MFG
133
Merit Financial Group
Georgia
$389K +$389K +19,443 New
DF
134
Dunhill Financial
United Kingdom
$381K +$5.59K +279 +1%
DIM
135
DC Investments Management
Virginia
$376K – – –
OAC
136
OMERS Administration Corp
Ontario, Canada
$367K +$367K +18,300 New
PCM
137
Prelude Capital Management
New York
$365K +$365K +18,224 New
OR
138
Olympiad Research
Connecticut
$365K +$365K +18,224 New
HPC
139
HM Payson & Co
Maine
$361K -$6.01K -300 -2%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$342K +$297K +14,816 +650%
KIA
141
KLR Investment Advisors
Rhode Island
$339K +$16K +801 +5%
SEC
142
Seven Eight Capital
New York
$332K +$332K +16,573 New
Squarepoint
143
Squarepoint
New York
$331K +$331K +16,541 New
TFA
144
Toth Financial Advisory
Virginia
$330K – – –
PRC
145
Pearl River Capital
Michigan
$330K +$330K +16,496 New
QPW
146
Quantum Private Wealth
Florida
$311K +$311K +15,507 New
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$308K -$71.4K -3,563 -19%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$306K +$306K +15,300 New
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$304K +$53.7K +2,679 +21%
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$302K +$302K +15,056 New
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