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Clearwater Analytics

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
Name Holding Trade Value Shares
Change
Shares
Change %
LA
201
Lindenwold Advisors
Pennsylvania
$239K +$239K +9,460 New
HighTower Advisors
202
HighTower Advisors
Illinois
$237K +$237K +9,400 New
CL
203
CIM LLC
New York
$234K +$12K +475 +5%
KWM
204
Kolinsky Wealth Management
New Jersey
$232K +$232K +9,192 New
Fidelity Investments
205
Fidelity Investments
Massachusetts
$232K +$146K +5,790 +171%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$228K +$228K +9,036 New
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$224K +$224K +8,864 New
COI
208
Connable Office Inc
Michigan
$201K +$201K +7,943 New
CIP
209
Cornerstone Investment Partners
Georgia
$200K +$200K +7,930 New
SG Americas Securities
210
SG Americas Securities
New York
$156K -$329K -12,982 -68%
RA
211
RiverPark Advisors
New York
$149K -$31.4K -1,242 -17%
Canada Pension Plan Investment Board
212
Canada Pension Plan Investment Board
Ontario, Canada
$139K -$75.8K -3,000 -35%
AB
213
Amalgamated Bank
New York
$122K
ETC
214
Exchange Traded Concepts
Oklahoma
$117K +$117K +4,637 New
KBC Group
215
KBC Group
Belgium
$102K
HNB
216
Hilltop National Bank
Wyoming
$102K -$12.8K -505 -11%
AAM
217
Advisors Asset Management
Colorado
$90.2K +$25.1K +995 +39%
GWP
218
Gen-Wealth Partners
Michigan
$72.6K +$72.6K +2,700 New
EIM
219
Essex Investment Management
Massachusetts
$70.9K
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$70.2K -$5.63K -223 -7%
TRCT
221
Tower Research Capital (TRC)
New York
$62.1K -$327K -12,940 -84%
FMP
222
Financial Management Professionals
Texas
$58K +$58K +2,291 New
A
223
AlphaQuest
New York
$47.6K -$233K -9,231 -83%
WTC
224
WhitTier Trust Company
Nevada
$44.7K +$44.7K +1,771 New
IA
225
IFP Advisors
Florida
$36.9K +$36.9K +1,460 New