Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Clarivate plc (CLVT)

250 + Investors. Track Smart Money conviction in CLVT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
2Q ▲
Buyers last Q
70%

Smart Money Signals — CLVT

Based on 251 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CLVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
251 hedge funds hold CLVT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 70% buying

189 buying82 selling
Last quarter: 189 funds were net buyers (82 opened a brand new position + 107 added to an existing one). Only 82 were sellers (35 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new CLVT position: 44 → 32 → 45 → 82. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 19% medium ■ 28% new
134 out of 251 hedge funds have held CLVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +6%, value -96%

Value
-96%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

52 → 44 → 32 → 45 → 82 new funds/Q
New funds entering each quarter: 44 → 32 → 45 → 82. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 62% veterans vs 31% newcomers

■ 62% veterans ■ 7% 1-2yr ■ 31% new
Entry-cohort mix of 255 holders: 158 (62%) are 2+ year veterans, 19 entered 1–2 years ago, and 78 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
45 of 251 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CLVT

In 2026 Q1, 189 hedge funds were net buyers of CLVT (82 opened a new position, 107 added to an existing one), while 82 reduced or exited (35 trimmed, 47 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in CLVT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 251.

Hedge Fund Ownership: CLVT

How many hedge funds hold CLVT — quarterly history vs. share price
Quarterly hedge fund ownership of CLVT vs. share price

Market Analysis: CLVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLVT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Clarivate plc (CLVT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CLVT has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
CLVT
-24.5%
XLK
+44.8%

CLVT outperformed XLK by -69.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
CLVT
-21.1%
XLK
+9.1%

Since the filing became public, CLVT outperformed XLK by -30.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: CLVT
250 + Investors

Track Smart Money conviction in CLVT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 250 216 15.74%
13F Shares 572M 539M 6.1%
Total Value $1.40B $35.94B -96.11%
New Positions 81 45 +36
Increased Positions 107 81 +26
Closed Positions 47 35 +12
Reduced Positions 32 56 -24
Total Calls 2 3 -33.33%
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: CLVT

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Financial Highlights

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Institutional Holders (2026 Q1)

250 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLVT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CLVT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atairos Partners GP, Inc. 73.59% 10,232,667 $25.9M
2 Leonard Green & Partners, L.P. 10.66% 116,666,507 $295.2M
3 Clarkston Capital Partners, LLC 8.27% 42,846,530 $108.4M
4 Partners Group Holding AG 4.79% 25,583,059 $64.7M
5 Exor N.V. 3.16% 67,294,884 $170.3M
6 Atairos Group, Inc. 2.54% 12,259,847 $31.0M
7 TFJ Management, LLC 2.08% 1,159,506 $2.9M
8 Iridian Asset Management LLC/Ct 1.83% 1,787,943 $4.5M
9 Invenomic Capital Management LP 1.55% 13,310,234 $33.7M
10 Optimize Financial Inc 1.27% 1,022,763 $2.6M
11 Edmond de Rothschild Holding S.A. 0.65% 17,819,740 $45.1M
12 Soviero Asset Management, LP 0.57% 450,000 $1.1M
13 BW Gestao de Investimentos Ltda. 0.50% 5,922,942 $15.0M
14 PenderFund Capital Management Ltd. 0.44% 1,113,600 $2.8M
15 Sagewood Asset Management LP 0.21% 266,329 $674K
16 Timucuan Asset Management Inc/Fl 0.21% 2,250,000 $5.7M
17 Quantessence Capital LLC 0.18% 15,005 $38K
18 Bridgeway Capital Management, LLC 0.17% 3,387,588 $8.6M
19 AustralianSuper Pty Ltd 0.13% 10,074,565 $25.5M
20 Range Financial Group LLC 0.10% 115,071 $291K
21 Long Focus Capital Management, LLC 0.08% 1,175,000 $3.0M
22 XTX Topco Ltd 0.08% 1,728,891 $4.4M
23 CenterBook Partners LP 0.07% 547,295 $1.4M
24 Skba Capital Management LLC 0.06% 184,240 $466K
25 FIL Ltd 0.05% 25,266,152 $63.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Clarivate plc (CLVT)

What does the Smart Money Trend signal show for CLVT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CLVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLVT?

More buyers than sellers — 70% buying: Last quarter: 189 funds were net buyers (82 opened a brand new position + 107 added to an existing one). Only 82 were sellers (35 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLVT holders?

Strong quality — 26% AUM from major funds: 45 of 251 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLVT?

53% of holders stayed for 2+ years: 134 out of 251 hedge funds have held CLVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Clarivate plc (CLVT) following the 2026 Q1 hedge fund 13F filings?

As of today, CLVT has moved -21.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +9.1% for the XLK sector ETF — an outperformance of -30.2%. Since the quarter end (March 31, 2026), CLVT has gained -24.5% vs +44.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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