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Clearwater Analytics

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$32K +$20.1K +999 +170%
US Bancorp
177
US Bancorp
Minnesota
$29.7K -$2.78K -139 -9%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$29.2K -$3.31K -165 -10%
HCM
179
Hollencrest Capital Management
California
$25.1K
RA
180
RiverPark Advisors
New York
$23.3K +$23.3K +1,164 New
AIM
181
Arcadia Investment Management
Michigan
$19.6K +$19.6K +977 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$16.5K +$15.5K +772 +1,457%
PTC
183
Private Trust Company
Ohio
$16.4K +$601 +30 +4%
S
184
SignatureFD
Georgia
$14.8K +$2.7K +135 +22%
TWM
185
Tradition Wealth Management
Minnesota
$11K
BWM
186
Baystate Wealth Management
Massachusetts
$10K +$10K +500 New
AAM
187
Advisors Asset Management
Colorado
$9.19K +$9.19K +459 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$9K
LA
189
LM Advisors
California
$8.45K +$8.45K +422 New
BFEC
190
Benjamin F. Edwards & Company
Missouri
$8K +$8K +398 New
HNB
191
Huntington National Bank
Ohio
$5.97K +$5.97K +298 New
SWS
192
SYSTM Wealth Solutions
Illinois
$5.65K +$5.65K +282 New
MA
193
MCF Advisors
Kentucky
$5.07K +$5.07K +253 New
MIFH
194
Migdal Insurance & Financial Holdings
Israel
$5K -$549 -27 -10%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$4.57K +$561 +28 +14%
FHA
196
First Horizon Advisors
Tennessee
$3.83K +$3.83K +191 New
IHWM
197
Iron Horse Wealth Management
Iowa
$2.98K
TFM
198
TFC Financial Management
Massachusetts
$2.4K +$2.4K +120 New
TCWA
199
Turtle Creek Wealth Advisors
Texas
$2.28K +$2.28K +114 New
PA
200
Parallel Advisors
California
$421