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Clearwater Analytics
CWAN

Overview Fund Activity

263 hedge funds and large institutions have $5B invested in Clearwater Analytics in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 94 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+35
Holders Change %
+15.35%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
67
Increased
94
Reduced
74
Closed
30
Calls
$1.77M
Puts
$3.11M
Net Calls
-$1.34M
Net Calls Change
-$2.26M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$89.2M
2
Invesco
2
Invesco
Georgia
$98.5M
3
CIP
3
Champlain Investment Partners
Vermont
$53.6M
4
DCM
4
Driehaus Capital Management
Illinois
$49.1M
5
Northern Trust
5
Northern Trust
Illinois
$39.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$76.5M
3
PH
3
Permira Holdings
Guernsey
$468M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$85.1M
5
FAM
5
Fred Alger Management
New York
$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
151
STRS Ohio
Ohio
$654K – – –
US Bancorp
152
US Bancorp
Minnesota
$635K +$513K +20,302 +419%
NS
153
NBC Securities
Alabama
$633K -$231K -9,153 -27%
WC
154
Weil Company
California
$627K – – –
ET
155
Equitable Trust
Tennessee
$625K -$128K -5,081 -17%
Prudential Financial
156
Prudential Financial
New Jersey
$622K +$622K +24,648 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$618K +$37.5K +1,485 +6%
Schroder Investment Management Group
158
Schroder Investment Management Group
United Kingdom
$608K +$608K +24,145 New
PFM
159
Premier Fund Managers
United Kingdom
$594K – – –
Two Sigma Investments
160
Two Sigma Investments
New York
$547K -$1.51M -59,724 -73%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$527K – – –
DFCM
162
Dark Forest Capital Management
Puerto Rico
$524K -$26K -1,030 -5%
Truist Financial
163
Truist Financial
North Carolina
$523K -$30.9K -1,224 -6%
AIM
164
Aigen Investment Management
New York
$523K +$523K +20,701 New
State Board of Administration of Florida Retirement System
165
State Board of Administration of Florida Retirement System
Florida
$520K +$520K +20,590 New
DT
166
Diversified Trust
Tennessee
$517K +$517K +20,464 New
Creative Planning
167
Creative Planning
Kansas
$505K +$505K +19,989 New
DF
168
Dunhill Financial
United Kingdom
$480K – – –
PTC
169
Petrus Trust Company
Texas
$478K -$333K -13,206 -41%
DIM
170
DC Investments Management
Virginia
$473K – – –
GCP
171
GSA Capital Partners
United Kingdom
$469K -$170K -6,727 -27%
HSBC Holdings
172
HSBC Holdings
United Kingdom
$457K +$457K +18,111 New
CWP
173
Curated Wealth Partners
California
$451K +$9.85K +390 +2%
MCC
174
Malaga Cove Capital
California
$443K – – –
Victory Capital Management
175
Victory Capital Management
Texas
$440K +$49.6K +1,964 +13%
5 6
7
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