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CLARIVATE PLC hedge fund holdings

CLVTNYSE
$1.48-0.12 (-7.50%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CLVT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-60.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20259878$152M$260M212Aug 14, 2025
Q3 20256191$62.5M$99.3M197Nov 14, 2025
Q4 20258666$95.1M$158M204Feb 14, 2026
Q1 202615160$231M$161M240May 15, 2026
Q2 2026102120$109M$82M227Aug 14, 2026

Quarterly action breakdown

Q2 2026
227 filers
New position
39
$3.13M+1.45M sh
Increased
63
$106M+49.1M sh
Reduced
70
-$66.4M-30.7M sh
Out / sold
50
-$15.6M-7.22M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
First Trust Advisors LPAdded 145.12%+$17.3M$29.2M0.02%Aug 11, 2026
BW Gestao de Investimentos Ltda.Added 69.54%+$8.9M$21.7M0.43%Aug 14, 2026
Thompson Siegel & Walmsley LLCReduce 24.06%-$7.48M$23.6M0.42%Aug 11, 2026
Clarkston Capital Partners, LLCAdded 6.74%+$6.24M$98.8M8.34%Aug 11, 2026
Edmond de Rothschild Holding S.A.Reduce 8.98%-$3.46M$35M0.46%Aug 10, 2026
LSV Asset ManagementAdded 58.58%+$3.23M$8.74M0.02%Aug 6, 2026
Invenomic Capital Management LPAdded 7.15%+$2.05M$30.8M1.84%Aug 14, 2026
Gotham Asset Management, LLCReduce 62.66%-$2.03M$1.21M0.00%Aug 14, 2026
Susquehanna Fundamental Investments, LLCAdded 607.52%+$1.9M$2.22M0.04%Aug 14, 2026
PenderFund Capital Management Ltd.Reduce 25.43%-$612K$1.79M0.23%Aug 17, 2026
CenterBook Partners LPReduce 38.16%-$451K$731K0.04%Aug 11, 2026
Vinva Investment Management LtdNew Buy+$416K$416K0.00%Aug 14, 2026
Jefferies Financial Group Inc.Sell 100%-$405K$00.00%Aug 17, 2026
Treasurer of the State of North CarolinaSell 100%-$398K$00.00%Aug 14, 2026
TFJ Management, LLCAdded 14.95%+$374K$2.88M1.40%Aug 14, 2026
Iridian Asset Management LLCReduce 8.59%-$332K$3.53M1.21%Jul 29, 2026
Southeastern Asset Management IncSell 100%-$308K$00.00%Aug 14, 2026
Empowered Funds, LLCAdded 6.54%+$285K$4.64M0.02%Aug 17, 2026
Cibc World Market Inc.New Buy+$279K$279K0.00%Aug 13, 2026
Oppenheimer Asset Management Inc.Added 38.67%+$256K$917K0.01%Aug 3, 2026
Handelsbanken Fonder ABSell 100%-$254K$00.00%Jul 10, 2026
Mitsubishi UFJ Trust & Banking CorpAdded 136.11%+$219K$380K0.00%Aug 6, 2026
Evolve Private Wealth, LLCNew Buy+$204K$204K0.01%Aug 12, 2026
BTG Pactual Asset Management US LLCNew Buy+$188K$188K0.01%Aug 14, 2026
Soviero Asset Management, LPAdded 17.78%+$173K$1.14M0.48%Aug 14, 2026
SummitTX Capital, L.P.New Buy+$168K$168K0.00%Aug 14, 2026
Arq Wealth Advisors, LLCSell 100%-$153K$00.00%Jul 24, 2026
Claret Asset Management CorpSell 100%-$134K$00.00%Jul 27, 2026
Jain Global LLCSell 100%-$123K$00.00%Aug 14, 2026
Picton Mahoney Asset ManagementAdded 7.09%+$123K$1.85M0.01%Aug 13, 2026
Sequoia Financial Advisors, LLCReduce 35.12%-$105K$194K0.00%Jul 17, 2026
Oak Thistle LLCSell 100%-$98.6K$00.00%Jul 21, 2026
Huntington National BankAdded 11934.14%+$74.8K$75.4K0.00%Aug 13, 2026
Frec Markets, Inc.Reduce 39.08%-$64.8K$101K0.01%Aug 13, 2026
Ethic Inc.Sell 100%-$62.9K$00.00%Jul 29, 2026
Evergreen Capital Management LLCReduce 24.39%-$60.1K$186K0.00%Jul 23, 2026
Maryland State Retirement & Pension SystemSell 100%-$59K$00.00%Jul 30, 2026
Vise Technologies, Inc.New Buy+$53.6K$53.6K0.00%Aug 11, 2026
Atria Investments, IncSell 100%-$51.8K$00.00%Jul 28, 2026
Oppenheimer & Co IncReduce 59.49%-$50.8K$34.6K0.00%Aug 3, 2026
Catalyst Funds Management Pty LtdSell 100%-$48.3K$00.00%Aug 10, 2026
Utah Retirement SystemsSell 100%-$47.3K$00.00%Aug 14, 2026
Birch Financial Group, LLCSell 100%-$47.1K$00.00%Jul 15, 2026
Aster Capital Management (DIFC) LtdSell 100%-$43.9K$00.00%Aug 14, 2026
First Manhattan Co. LLC.Added 1.31%+$43.4K$3.36M0.01%Aug 14, 2026
Beese Fulmer Investment Management, Inc.Sell 100%-$43.2K$00.00%Jul 29, 2026
CIBC Asset Management IncNew Buy+$42.9K$42.9K0.00%Aug 3, 2026
West Family Investments, Inc.New Buy+$42.8K$42.8K0.01%Aug 10, 2026
Skba Capital Management LLCReduce 10.58%-$42.1K$356K0.06%Aug 11, 2026
Convergence Investment Partners, LLCSell 100%-$40.6K$00.00%Jul 31, 2026
Affinity Capital Advisors, LLCSell 100%-$40.6K$00.00%Jul 8, 2026
JMN Financial LLCSell 100%-$40.5K$00.00%Aug 10, 2026
Lighthouse Investment Partners, LLCSell 100%-$39.6K$00.00%Aug 14, 2026
Swiss Life Asset Management LtdNew Buy+$39.3K$39.3K0.00%Jul 29, 2026
Quantessence Capital LLCSell 100%-$38K$00.00%Aug 14, 2026
Lido Advisors, LLCAdded 40.54%+$35.7K$124K0.00%Aug 7, 2026
R Squared LtdSell 100%-$34.3K$00.00%Aug 5, 2026
Cypress Point Wealth Management, LLCSell 100%-$31K$00.00%Jul 17, 2026
Nomura Asset Management Co LtdReduce 71.50%-$30.9K$12.3K0.00%Aug 13, 2026
Personal Cfo Solutions, LLCSell 100%-$30.2K$00.00%Aug 7, 2026
PFG Investments, LLCAdded 56.53%+$29.7K$82.2K0.00%Jul 23, 2026
Tidal Investments LLCSell 100%-$29.6K$00.00%Aug 13, 2026
North Dakota State Investment BoardSell 100%-$27.7K$00.00%Aug 4, 2026
Vident Advisory, LLCAdded 4.07%+$27.3K$697K0.01%Aug 12, 2026
111 CapitalSell 100%-$26.5K$00.00%Aug 5, 2026
Sumitomo Mitsui DS Asset Management Company, LtdReduce 51.27%-$25.3K$24K0.00%Jul 22, 2026
GTS Securities LLCNew Buy+$23.9K$23.9K0.00%Aug 14, 2026
Fideuram - Intesa Sanpaolo Private Banking S.P.A.Reduce 48.93%-$23.7K$24.8K0.00%Jul 23, 2026
AlphaGrep UK LtdNew Buy+$23.6K$23.6K0.01%Aug 14, 2026
Choreo, LLCNew Buy+$22.2K$22.2K0.00%Aug 4, 2026
Xponance LLCAdded 33.04%+$18.1K$73K0.00%Aug 10, 2026
Composition Wealth, LLCReduce 37.92%-$14.2K$23.3K0.00%Jul 22, 2026
Summit Trail Advisors, LLCReduce 10.97%-$13.6K$111K0.00%Aug 11, 2026
Sagespring Wealth Partners, LLCAdded 38.89%+$10.5K$37.4K0.00%Aug 3, 2026
Elevation Wealth Partners, LLCSell 100%-$8.66K$00.00%Jul 8, 2026
United Capital Financial Advisors, LLCAdded 16.27%+$7.77K$55.6K0.00%Aug 17, 2026
Optimize Financial Inc.Reduce 0.35%-$7.67K$2.2M0.79%Aug 27, 2026
Performa Ltd (US), LLCReduce 70.24%-$6.37K$2.7K0.00%Aug 3, 2026
Millstone Evans Group, LLCNew Buy+$5.69K$5.69K0.00%Aug 11, 2026
LRI Investments, LLCAdded 86.36%+$5.54K$12K0.00%Jul 14, 2026
Quent Capital, LLCAdded 250.30%+$3.55K$4.96K0.00%Aug 7, 2026
Highline Wealth Partners LLCSell 100%-$2.31K$00.00%Jul 15, 2026
Quarry LPReduce 64.95%-$1.93K$1.04K0.00%Aug 14, 2026
MassMutual Private Wealth & Trust, FSBReduce 58.14%-$1.7K$1.23K0.00%Jul 2, 2026
MV Capital Management, Inc.Reduce 89.73%-$1.31K$1500.00%Jul 30, 2026
Bruce G. Allen Investments, LLCSell 100%-$855$00.00%Jul 31, 2026
Versant Capital Management, IncReduce 49.74%-$831$8400.00%Jul 2, 2026
DV Equities, LLCSell 100%-$668$00.00%Aug 14, 2026
West Paces Advisors Inc.New Buy+$665$6650.00%Jul 20, 2026
Bare Financial Services, IncReduce 8.96%-$469$4.77K0.00%Jul 27, 2026
Apella Capital, LLCReduce 0.98%-$394$40K0.00%Jul 8, 2026
Vision Financial Markets LLCSell 100%-$253$00.00%Jul 24, 2026
Rakuten Securities, Inc.Sell 100%-$253$00.00%Aug 12, 2026
Clearstead Trust, LLCNew Buy+$229$2290.00%Aug 6, 2026
Creative Capital Management Investments LLCNew Buy+$229$2290.00%Jul 24, 2026
SHP Wealth ManagementReduce 24.11%-$132$4150.00%Aug 11, 2026
Fiduciary Financial AdvisorsNew Buy+$114$1140.00%Aug 14, 2026
HFM Investment Advisors, LLCAdded 500.00%+$65$780.00%Aug 4, 2026
Buck Wealth Strategies, LLCNew Buy+$48$480.00%Jul 30, 2026
Keating Financial Advisory Services, Inc.Added 633.33%+$41$480.00%Aug 11, 2026

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