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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 %
WB
176
WesBanco Bank
West Virginia
$430K – – –
SPIA
177
Steward Partners Investment Advisory
New York
$417K -$9.49K -376 -2%
AIP
178
Ameritas Investment Partners
Nebraska
$388K +$41.8K +1,655 +12%
HPC
179
HM Payson & Co
Maine
$381K -$55.3K -2,190 -13%
CMI
180
Clare Market Investments
Texas
$379K – – –
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$378K – – –
QPW
182
Quantum Private Wealth
Florida
$375K – – –
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$362K +$25.9K +1,026 +8%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$360K +$360K +14,260 New
ATC
185
Argent Trust Co
Tennessee
$354K -$21K -830 -6%
OPS
186
Orion Portfolio Solutions
Nebraska
$346K +$346K +13,711 New
BCI
187
Brinker Capital Investments
Pennsylvania
$346K +$346K +13,711 New
CIC
188
Cornercap Investment Counsel
Georgia
$343K -$376K -14,886 -52%
BWP
189
Baldwin Wealth Partners
Massachusetts
$341K +$341K +13,507 New
Acadian Asset Management
190
Acadian Asset Management
Massachusetts
$331K +$331K +13,117 New
State of Wisconsin Investment Board
191
State of Wisconsin Investment Board
Wisconsin
$330K +$13.4K +531 +4%
NC
192
nVerses Capital
Florida
$300K +$7.58K +300 +3%
AWM
193
Apollon Wealth Management
South Carolina
$297K -$3.61K -143 -1%
IWM
194
IHT Wealth Management
Illinois
$288K +$15.1K +598 +6%
RJT
195
Raymond James Trust
Florida
$288K -$4.19K -166 -1%
ABC
196
Associated Banc-Corp
Wisconsin
$283K +$283K +11,204 New
Cerity Partners
197
Cerity Partners
New York
$275K +$275K +10,896 New
DADC
198
D.A. Davidson & Co
Montana
$266K – – –
X
199
Xponance
Pennsylvania
$253K +$253K +10,016 New
Amundi
200
Amundi
France
$242K +$32.3K +1,285 +15%
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