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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 %
CWP
151
Curated Wealth Partners
California
$299K +$299K +14,924 New
Point72 Asset Management
152
Point72 Asset Management
Connecticut
$296K +$296K +14,800 New
HighTower Advisors
153
HighTower Advisors
Illinois
$290K +$290K +14,467 New
Victory Capital Management
154
Victory Capital Management
Texas
$288K +$288K +14,374 New
AWM
155
Apollon Wealth Management
South Carolina
$274K +$274K +13,670 New
DTL
156
Dynamic Technology Lab
Singapore
$272K +$272K +13,584 New
FRM
157
Fox Run Management
Connecticut
$268K +$268K +13,385 New
CMI
158
Clare Market Investments
Texas
$260K +$260K +13,000 New
CGH
159
Crossmark Global Holdings
Texas
$255K +$51.8K +2,583 +26%
MM
160
MQS Management
New York
$230K +$230K +11,476 New
RJT
161
Raymond James Trust
Florida
$226K +$8.19K +409 +4%
SSA
162
Schonfeld Strategic Advisors
New York
$215K +$215K +10,746 New
KI
163
Kapitalo Investimentos
Brazil
$211K +$211K +10,552 New
DADC
164
D.A. Davidson & Co
Montana
$211K +$211K +10,545 New
Citigroup
165
Citigroup
New York
$211K -$436K -21,765 -67%
Lazard Asset Management
166
Lazard Asset Management
New York
$209K +$3.16K +158 +2%
Osaic Holdings
167
Osaic Holdings
Arizona
$177K -$126K -6,294 -42%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$173K +$173K +8,637 New
Asset Management One
169
Asset Management One
Japan
$134K +$134K +6,683 New
EC
170
EntryPoint Capital
New York
$117K +$117K +5,847 New
SIM
171
Sandia Investment Management
Massachusetts
$100K -$374K -18,655 -79%
EIM
172
Essex Investment Management
Massachusetts
$89.9K +$89.9K +4,486 New
TRCT
173
Tower Research Capital (TRC)
New York
$48.9K +$12.3K +616 +34%
RhumbLine Advisers
174
RhumbLine Advisers
Massachusetts
$45K – – –
EBA
175
Eagle Bay Advisors
New York
$35.5K +$24.2K +1,207 +213%
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7
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