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Clearwater Analytics
CWAN

Overview Fund Activity

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.

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

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$89.2M
2
Invesco
2
Invesco
Georgia
$98.5M
3
CIP
3
Champlain Investment Partners
Vermont
$53.6M
4
DCM
4
Driehaus Capital Management
Illinois
$49.1M
5
Northern Trust
5
Northern Trust
Illinois
$39.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$76.5M
3
PH
3
Permira Holdings
Guernsey
$468M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$85.1M
5
FAM
5
Fred Alger Management
New York
$53.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PH
1
Permira Holdings
Guernsey
$468M 18,519,325 -1,727,969 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$465M 18,423,753 +815,565 +5%
WA
3
Wasatch Advisors
Utah
$458M 18,135,026 +559,564 +3%
BlackRock
4
BlackRock
New York
$311M 12,303,342 +986,684 +9%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$285M 11,299,548 -75,125 -0.7%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$262M 10,383,182 -47,612 -0.5%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$171M 6,778,457 +107,210 +2%
BAMCO Inc
8
BAMCO Inc
New York
$134M 5,326,574 +1,918 +0%
Artisan Partners
9
Artisan Partners
Wisconsin
$114M 4,518,976 +76,514 +2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$112M 4,442,497 -115,365 -3%
Invesco
11
Invesco
Georgia
$98.5M 3,901,662 +2,197,395 +129%
Capital World Investors
12
Capital World Investors
California
$94M 3,722,454 +670,954 +22%
State Street
13
State Street
Massachusetts
$91.3M 3,617,462 +1,009,548 +39%
Morgan Stanley
14
Morgan Stanley
New York
$91.2M 3,610,117 +705,040 +24%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$89.2M 3,534,160 +3,534,160 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$88.7M 3,512,511 +187,881 +6%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$85.1M 3,372,096 -966,055 -22%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$83.2M 3,294,482 +327,880 +11%
HRCM
19
Hood River Capital Management
Florida
$82.3M 3,260,510 +923,597 +40%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$76.5M 3,027,946 -2,112,043 -41%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$75.8M 3,003,930 +281,958 +10%
SRFM
22
Shannon River Fund Management
New York
$61.8M 2,448,779 +327,861 +15%
BCM
23
Brown Capital Management
Maryland
$59.9M 2,373,609 -568,767 -19%
CIP
24
Champlain Investment Partners
Vermont
$53.6M 2,121,155 +2,121,155 New
FAM
25
Fred Alger Management
New York
$53.3M 2,112,142 -840,492 -28%
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