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Clearwater Analytics

228 hedge funds and large institutions have $3.5B invested in Clearwater Analytics in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+18
Holders Change %
+8.57%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
90
Reduced
66
Closed
32
Calls
$1.67M
Puts
$750K
Net Calls
+$918K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
201
Arcadia Investment Management
Michigan
$22K +$3.91K +211 +22%
HIM
202
Hillsdale Investment Management
Ontario, Canada
$14.8K -$509K -27,500 -97%
PTC
203
Private Trust Company
Ohio
$13.4K +$1.24K +67 +10%
CA
204
Clearstead Advisors
Ohio
$12.8K +$12.8K +691 New
SWS
205
SYSTM Wealth Solutions
Illinois
$12.6K
S
206
SignatureFD
Georgia
$10.6K -$3.11K -168 -23%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$9K -$1.41K -78 -14%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$6.89K +$6.89K +372 New
HNB
209
Huntington National Bank
Ohio
$6.39K +$19 +1 +0.3%
FNWA
210
Financial Network Wealth Advisors
Utah
$6.13K +$6.13K +293 New
Osaic Holdings
211
Osaic Holdings
Arizona
$5.98K -$2.41K -130 -29%
MA
212
MCF Advisors
Kentucky
$5.69K +$1K +54 +21%
MIFH
213
Migdal Insurance & Financial Holdings
Israel
$5K -$2.16K -124 -30%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$3.7K
AF
215
Allworth Financial
California
$3.39K +$1.96K +98 +138%
LC
216
Lindbrook Capital
California
$3.28K +$3.28K +177 New
AWM
217
Avior Wealth Management
Nebraska
$3.11K +$3.11K +168 New
IHWM
218
Iron Horse Wealth Management
Iowa
$2.76K
PWMG
219
Private Wealth Management Group
New Jersey
$2.65K +$1.5K +81 +131%
TFM
220
TFC Financial Management
Massachusetts
$2.22K
TWP
221
Triad Wealth Partners
Kansas
$1.46K +$1.46K +79 New
OWA
222
Opal Wealth Advisors
New York
$1.15K +$1.15K +62 New
BIA
223
Bell Investment Advisors
California
$556 +$556 +30 New
SC
224
Stephens Consulting
Michigan
$501 +$501 +27 New
RAM
225
Riggs Asset Management
Pennsylvania
$463 +$463 +25 New