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Clearwater Analytics
CWAN

Overview Fund Activity

139 hedge funds and large institutions have $1.81B invested in Clearwater Analytics in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
58
Reduced
32
Closed
21
Calls
$1.36M
Puts
$3.28M
Net Calls
-$1.93M
Net Calls Change
-$2.86M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$198M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$183M
3
BCM
3
Brown Capital Management
Maryland
$58.2M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$19.5M
5
TCM
5
TimesSquare Capital Management
New York
$15.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.45M
2
DCP
2
Durable Capital Partners
Maryland
$123M
3
FAM
3
Fred Alger Management
New York
$66.6M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
MS
5
Maven Securities
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$198M 10,255,451 +3,778,350 +58%
Vanguard Group
2
Vanguard Group
Pennsylvania
$183M 9,450,888 +1,148,338 +14%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$123M 6,376,562 +166,745 +3%
DCP
4
Durable Capital Partners
Maryland
$123M 6,352,149 -1,312,452 -17%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$115M 5,933,075 +30,771 +0.5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$111M 5,722,007 -82,093 -1%
BAMCO Inc
7
BAMCO Inc
New York
$79.3M 4,099,999 -195,676 -5%
FAM
8
Fred Alger Management
New York
$66.6M 3,445,428 -769,021 -18%
Artisan Partners
9
Artisan Partners
Wisconsin
$63.3M 3,275,104 -98,426 -3%
BCM
10
Brown Capital Management
Maryland
$58.2M 3,007,370 +1,009,196 +51%
Morgan Stanley
11
Morgan Stanley
New York
$56.3M 2,911,916 +365,897 +14%
DIG
12
Dragoneer Investment Group
California
$48.6M 2,514,083 – –
Wellington Management Group
13
Wellington Management Group
Massachusetts
$40.1M 2,072,245 -271,502 -12%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$39.7M 2,052,126 +257,515 +14%
Capital World Investors
15
Capital World Investors
California
$36.8M 1,900,962 +412,182 +28%
BlackRock
16
BlackRock
New York
$35.6M 1,841,804 +321,437 +21%
Invesco
17
Invesco
Georgia
$33.6M 1,735,327 +40,665 +2%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$31.2M 1,613,079 -1,172 -0.1%
SEI Investments
19
SEI Investments
Pennsylvania
$21.7M 1,122,209 +182,644 +19%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$19.5M 1,008,576 +1,008,576 New
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$17.4M 901,012 +193,204 +27%
SAM
22
Silvercrest Asset Management
New York
$17.1M 885,084 +443,377 +100%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$16.9M 872,017 +101,048 +13%
TCM
24
TimesSquare Capital Management
New York
$15.5M 802,250 +612,250 +322%
Ameriprise
25
Ameriprise
Minnesota
$11.9M 614,400 +33,652 +6%
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