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Clearwater Analytics
CWAN

Overview Fund Activity

210 hedge funds and large institutions have $3.08B invested in Clearwater Analytics in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 36 closing their positions.

Holders
210
Holders Change
+9
Holders Change %
+4.48%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
99
Reduced
47
Closed
36
Calls
$1.31M
Puts
$536K
Net Calls
+$773K
Net Calls Change
-$2.19M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$290M
2
Millennium Management
2
Millennium Management
New York
$66.5M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$183M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$268M
5
BAMCO Inc
5
BAMCO Inc
New York
$94.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.9M
2
DIG
2
Dragoneer Investment Group
California
$0
3
DCP
3
Durable Capital Partners
Maryland
$0
4
GCM
4
Ghisallo Capital Management
Massachusetts
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ATC
151
Argent Trust Co
Tennessee
$308K 17,397 +17,397 New
Manulife (Manufacturers Life Insurance)
152
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301K 17,019 +17,019 New
WB
153
WesBanco Bank
West Virginia
$301K 17,014 +17,014 New
SPIA
154
Steward Partners Investment Advisory
New York
$299K 16,909 -2,889 -15%
CAS
155
CTC Alternative Strategies
Illinois
$295K 16,700 +16,700 New
WSCM
156
Wellington Shields Capital Management
New York
$283K 16,000 +16,000 New
QPW
157
Quantum Private Wealth
Florida
$274K 15,507 – –
CMI
158
Clare Market Investments
Texas
$265K 15,000 +2,000 +15%
ACM
159
Aquatic Capital Management
Illinois
$258K 14,600 +14,600 New
KIA
160
KLR Investment Advisors
Rhode Island
$258K 15,642 -1,297 -8%
MM
161
MQS Management
New York
$238K 13,471 +1,995 +17%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$230K 13,023 -2,170 -14%
Victory Capital Management
163
Victory Capital Management
Texas
$225K 12,725 -1,649 -11%
CGH
164
Crossmark Global Holdings
Texas
$225K 12,707 – –
OAC
165
OMERS Administration Corp
Ontario, Canada
$223K 12,600 -5,700 -31%
GCM
166
Graham Capital Management
Connecticut
$215K 12,168 -9,868 -45%
AWM
167
Apollon Wealth Management
South Carolina
$213K 12,040 -1,630 -12%
WC
168
Weil Company
California
$208K 11,755 +11,755 New
RJT
169
Raymond James Trust
Florida
$207K 11,707 +430 +4%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$205K 11,581 +11,581 New
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$197K 11,118 +11,118 New
IWM
172
IHT Wealth Management
Illinois
$191K 10,818 +10,818 New
DADC
173
D.A. Davidson & Co
Montana
$187K 10,545 – –
Cerity Partners
174
Cerity Partners
New York
$187K 10,545 +10,545 New
TRCT
175
Tower Research Capital (TRC)
New York
$186K 10,514 +8,072 +331%
5 6
7
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