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Clearwater Analytics
CWAN

Overview Fund Activity

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.

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$210M
2
Citadel Advisors
2
Citadel Advisors
Florida
$74.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$326M
4
HRCM
4
Hood River Capital Management
Florida
$43.3M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$61.6M

Top Sellers

1
PH
1
Permira Holdings
Guernsey
$375M
2
Millennium Management
2
Millennium Management
New York
$21M
3
UBS Group
3
UBS Group
Switzerland
$3.18M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$866K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PH
1
Permira Holdings
Guernsey
$375M 20,247,294 -5,366,029 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$326M 17,608,188 +2,476,683 +16%
WA
3
Wasatch Advisors
Utah
$325M 17,575,462 +1,184,154 +7%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$211M 11,374,673 +128,402 +1%
BlackRock
5
BlackRock
New York
$210M 11,316,658 +7,504,937 +197%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$193M 10,430,794 +66,528 +0.6%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$124M 6,671,247 +165,000 +3%
BAMCO Inc
8
BAMCO Inc
New York
$98.6M 5,324,656 -34,516 -0.6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$95.2M 5,139,989 -72,642 -1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$84.4M 4,557,862 +477,919 +12%
Artisan Partners
11
Artisan Partners
Wisconsin
$82.3M 4,442,462 +570,894 +15%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$80.3M 4,338,151 -21,697 -0.5%
Citadel Advisors
13
Citadel Advisors
Florida
$74.8M 4,040,152 +3,789,960 +1,515%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$61.6M 3,324,630 +1,800,709 +118%
Capital World Investors
15
Capital World Investors
California
$56.5M 3,051,500 – –
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$54.9M 2,966,602 +134,894 +5%
FAM
17
Fred Alger Management
New York
$54.7M 2,952,634 -111,624 -4%
BCM
18
Brown Capital Management
Maryland
$54.5M 2,942,376 -240,493 -8%
Morgan Stanley
19
Morgan Stanley
New York
$53.8M 2,905,077 +538,910 +23%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$50.4M 2,721,972 +118,471 +5%
State Street
21
State Street
Massachusetts
$48.3M 2,607,914 +1,682,597 +182%
HRCM
22
Hood River Capital Management
Florida
$43.3M 2,336,913 +2,336,913 New
SRFM
23
Shannon River Fund Management
New York
$39.3M 2,120,918 +1,075,004 +103%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$35.3M 1,905,110 +218,352 +13%
SEI Investments
25
SEI Investments
Pennsylvania
$33.7M 1,821,874 +235,309 +15%
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