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Clearwater Analytics

228 hedge funds and large institutions have $3.5B invested in Clearwater Analytics in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+18
Holders Change %
+8.57%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
90
Reduced
66
Closed
32
Calls
$1.67M
Puts
$750K
Net Calls
+$918K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
151
Principal Financial Group
Iowa
$350K +$350K +18,915 New
DIM
152
DC Investments Management
Virginia
$347K
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$343K +$343K +18,500 New
MCC
154
Malaga Cove Capital
California
$325K -$833 -45 -0.3%
CWP
155
Curated Wealth Partners
California
$324K +$324K +17,480 New
HPC
156
HM Payson & Co
Maine
$320K -$3.24K -175 -1%
WB
157
WesBanco Bank
West Virginia
$315K
SPIA
158
Steward Partners Investment Advisory
New York
$313K
WSCM
159
Wellington Shields Capital Management
New York
$296K
PI
160
PEAK6 Investments
Illinois
$292K +$292K +15,778 New
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$292K -$73.9K -3,988 -20%
Victory Capital Management
162
Victory Capital Management
Texas
$286K +$50.6K +2,734 +21%
TRCT
163
Tower Research Capital (TRC)
New York
$285K +$90.5K +4,887 +46%
CMI
164
Clare Market Investments
Texas
$278K
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$277K +$277K +14,977 New
ATC
166
Argent Trust Co
Tennessee
$275K -$46.9K -2,535 -15%
QPW
167
Quantum Private Wealth
Florida
$275K -$12.3K -665 -4%
SA
168
Sanctuary Advisors
Indiana
$266K +$266K +16,203 New
AIP
169
Ameritas Investment Partners
Nebraska
$254K +$254K +13,717 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$246K +$5K +270 +2%
CGH
171
Crossmark Global Holdings
Texas
$240K +$4.99K +270 +2%
State of Wisconsin Investment Board
172
State of Wisconsin Investment Board
Wisconsin
$232K +$17.8K +960 +8%
AWM
173
Apollon Wealth Management
South Carolina
$220K -$2.74K -148 -1%
NC
174
nVerses Capital
Florida
$215K +$215K +11,600 New
RJT
175
Raymond James Trust
Florida
$214K -$2.5K -135 -1%