Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CLARIVATE PLC (CLVT)

203 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — CLVT

Based on 200 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
200 funds currently hold this stock — 75% of the 3.0-year high of 266 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

121 buying86 selling
Last quarter: 121 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new CLVT position: 49 → 39 → 30 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
116 out of 200 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.
💰

Price up while funds trimmed (+134% value, -3% shares)

Value
+133%
Shares
-3%
Last quarter: total value of institutional CLVT holdings rose +134% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

32 → 49 → 39 → 30 → 41 new funds/Q
New funds entering each quarter: 49 → 39 → 30 → 41. CLVT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Of 203 current holders: 139 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
31 of 200 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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 2025 Q4, 121 hedge funds were net buyers of CLVT (41 opened a new position, 80 added to an existing one), while 86 reduced or exited (54 trimmed, 32 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 200.

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

Technology Information Technology Services

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: CLVT
2026 Q1 Stats Unlock in 5 days 203 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 203 194 4.64%
13F Shares 539M 556M -3.05%
Total Value $35.94B $15.38B 133.63%
New Positions 41 31 +10
Increased Positions 82 63 +19
Closed Positions 33 48 -15
Reduced Positions 56 71 -15
Total Calls 3 3 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLVT

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Financial Highlights

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Institutional Holders (2026 Q1)

203 + investors

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

Top 25 institutional holders of CLVT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clarkston Capital Partners, LLC 8.27% 42,846,530 $108.4M
2 Exor N.V. 3.16% 67,294,884 $170.3M
3 IRIDIAN ASSET MANAGEMENT LLC/CT 1.83% 1,787,943 $4.5M
4 Optimize Financial Inc 1.27% 1,022,763 $2.6M
5 EDMOND DE ROTHSCHILD HOLDING S.A. 0.65% 17,819,740 $45.1M
6 THOMPSON SIEGEL & WALMSLEY LLC 0.64% 14,387,125 $36K
7 BW Gestao de Investimentos Ltda. 0.50% 5,922,942 $15.0M
8 Sagewood Asset Management LP 0.21% 266,329 $674K
9 TIMUCUAN ASSET MANAGEMENT INC/FL 0.21% 2,250,000 $5.7M
10 AustralianSuper Pty Ltd 0.13% 10,074,565 $25.5M
11 Range Financial Group LLC 0.10% 115,071 $291K
12 CenterBook Partners LP 0.07% 547,295 $1.4M
13 SKBA CAPITAL MANAGEMENT LLC 0.06% 184,240 $466K
14 PRUDENTIAL FINANCIAL INC 0.03% 10,944,320 $27.7M
15 Frec Markets, Inc. 0.03% 76,713 $194K
16 State of Wyoming 0.03% 100,379 $254K
17 Abel Hall, LLC 0.03% 54,302 $137K
18 GSA CAPITAL PARTNERS LLP 0.03% 178,410 —
19 ARQ WEALTH ADVISORS, LLC 0.03% 60,400 $153K
20 BIRCH FINANCIAL GROUP, LLC 0.03% 18,635 $47K
21 Caitong International Asset Management Co., Ltd 0.03% 54,479 $138K
22 HRT FINANCIAL LP 0.02% 3,479,417 $8.8M
23 Headlands Technologies LLC 0.02% 76,247 $193K
24 R Squared Ltd 0.02% 13,548 $34K
25 Claret Asset Management Corp 0.02% 53,100 —
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 58% buying: Last quarter: 121 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CLVT holders?

Smaller funds dominant — 1% AUM from top-100: 31 of 200 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLVT?

58% of holders stayed for 2+ years: 116 out of 200 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.

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.