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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 %
Osaic Holdings
201
Osaic Holdings
Arizona
$8.01K 453 -8,377 -95%
MIFH
202
Migdal Insurance & Financial Holdings
Israel
$7K 411 +165 +67%
HNB
203
Huntington National Bank
Ohio
$6.09K 344 +46 +15%
MA
204
MCF Advisors
Kentucky
$4.48K 253 – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$3.54K 200 -28 -12%
IHWM
206
Iron Horse Wealth Management
Iowa
$2.64K 149 – –
TFM
207
TFC Financial Management
Massachusetts
$2.12K 120 – –
AF
208
Allworth Financial
California
$1.26K 71 +52 +274%
PWMG
209
Private Wealth Management Group
New Jersey
$1.1K 62 +62 New
GI
210
Gradient Investments
Minnesota
$177 10 +10 New
DIG
211
Dragoneer Investment Group
California
– – -893,361 Closed
DCP
212
Durable Capital Partners
Maryland
– – -796,686 Closed
GCM
213
Ghisallo Capital Management
Massachusetts
– – -700,000 Closed
Lord, Abbett & Co
214
Lord, Abbett & Co
New Jersey
– – -664,372 Closed
SFM
215
Soros Fund Management
New York
– – -520,000 Closed
Voloridge Investment Management
216
Voloridge Investment Management
Florida
– – -519,387 Closed
HI
217
HBK Investments
Texas
– – -400,000 Closed
Principal Financial Group
218
Principal Financial Group
Iowa
– – -397,941 Closed
RCM
219
Rokos Capital Management
United Kingdom
– – -350,000 Closed
CM
220
Castleark Management
Illinois
– – -306,540 Closed
Hudson Bay Capital Management
221
Hudson Bay Capital Management
Connecticut
– – -157,744 Closed
GCP
222
GSA Capital Partners
United Kingdom
– – -62,862 Closed
MS
223
Maven Securities
Jersey
– – -51,736 Closed
AFM
224
Anson Funds Management
Texas
– – -50,000 Closed
AIM
225
Aigen Investment Management
New York
– – -39,500 Closed
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9
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