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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 %
Lazard Asset Management
176
Lazard Asset Management
New York
$181K 10,254 -187 -2%
WSC
177
Wellington Shields & Co
New York
$177K 10,000 +10,000 New
A
178
AlphaQuest
New York
$161K 9,100 +9,100 New
RA
179
RiverPark Advisors
New York
$94.9K 5,366 +4,202 +361%
HNB
180
Hilltop National Bank
Wyoming
$80.4K 4,543 +4,543 New
EIM
181
Essex Investment Management
Massachusetts
$56.6K 3,199 -1,287 -29%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$42K 2,373 +1,548 +188%
EC
183
EntryPoint Capital
New York
$40.6K 2,296 -3,551 -61%
RhumbLine Advisers
184
RhumbLine Advisers
Massachusetts
$39.8K 2,248 – –
BFEC
185
Benjamin F. Edwards & Company
Missouri
$34K 1,947 +1,549 +389%
Walleye Capital
186
Walleye Capital
New York
$33.7K 1,904 +1,904 New
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$32.8K 1,853 +393 +27%
AAM
188
Advisors Asset Management
Colorado
$29.9K 1,693 +1,234 +269%
Bessemer Group
189
Bessemer Group
New Jersey
$28K 1,587 – –
US Bancorp
190
US Bancorp
Minnesota
$26.3K 1,485 – –
HCM
191
Hollencrest Capital Management
California
$22.1K 1,251 – –
EBA
192
Eagle Bay Advisors
New York
$21.4K 1,207 -566 -32%
AIM
193
Arcadia Investment Management
Michigan
$17.3K 977 – –
S
194
SignatureFD
Georgia
$13.1K 739 – –
CT
195
Colonial Trust
South Carolina
$12.8K 721 +721 New
Group One Trading
196
Group One Trading
Illinois
$12.4K 700 +700 New
SWS
197
SYSTM Wealth Solutions
Illinois
$12K 681 +399 +141%
PTC
198
Private Trust Company
Ohio
$11.6K 658 -163 -20%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$10K 575 +129 +29%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$8.02K 465 +465 New
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8
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