undamentalytics Newsletter

Clarivate PLC: which funds bought and sold

Institutions that bought and sold Clarivate shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 123 institutions that filed 13F reports for both quarters added to or opened positions in Clarivate, and 140 cut or closed them. Together they added a net 8.6M shares, +1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.4M shares (−3.5%); index fund managers were net buyers of 20.5M shares (+39.0%). 45 opened a new position and 61 sold out entirely.

Bought, Q2 2026 123 institutions, 45 of them new holders Sold, Q2 2026 140 institutions, 61 of them sold out
Net change, all compared +8.6M shares (+1.5%)
Net change, active managers −3.4M shares (−3.5%), 16 bought, 19 sold

Buyers versus sellers

institutions compared, 295
Active managers and hedge funds 16 bought · 19 sold · −3.4M
Index fund managers 9 bought · 2 sold · +20.5M
Other institutions 98 bought · 119 sold · −8.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +10.1M +47.9% 31.2M $67.3M
First Trust Advisors LP +8.0M +145.1% 13.5M $29.2M
Bw Gestao De Investimentos Ltda. +4.1M +69.5% 10.0M $21.7M
AQR Capital Management LLC Hedge fund +3.9M +131.0% 6.9M $14.9M
State Street Corp Index funds +3.4M +45.2% 10.9M $23.5M
Geode Capital Management, LLC Index funds +3.0M +43.2% 10.1M $21.8M
Clarkston Capital Partners, LLC +2.9M +6.7% 45.7M $98.8M
Vanguard Portfolio Management LLC Index funds +2.0M +273.2% 2.8M $6M
American Century Companies Inc Active manager +1.8M +14.8% 14.3M $30.8M
LSV Asset Management Active manager +1.5M +58.6% 4.0M $8.7M
Northern Trust Corp Index funds +1.3M +59.1% 3.5M $7.6M
Invenomic Capital Management LP Hedge fund +951K +7.1% 14.3M $30.8M
Bank Of America Corp +896K +100.6% 1.8M $3.9M
Susquehanna Fundamental Investments, LLC +882K +607.5% 1.0M $2.2M
BNP Paribas Asset Management Holding S.A. +704K New position 704K $1.5M
Range Financial Group LLC +586K +509.3% 701K $1.5M
Charles Schwab Investment Management Inc Index funds +496K +8.3% 6.5M $13.9M
Raymond James Financial Inc +378K +11.0% 3.8M $8.2M
Schonfeld Strategic Advisors LLC Hedge fund +373K +633.2% 432K $933,754
Deutsche Bank Ag\ +336K +571.9% 394K $851,798

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
HRT Financial LP −3.5M Sold out 0 —
Thompson Siegel & Walmsley LLC −3.5M −24.1% 10.9M $23.6M
UBS Group AG −3.3M −37.4% 5.5M $12M
Citadel Advisors LLC Hedge fund −3.1M −17.3% 14.6M $31.6M
Prudential Financial Inc −2.9M −26.3% 8.1M $17.4M
Jane Street Group, LLC −2.6M Sold out 0 —
Millennium Management LLC Hedge fund −2.4M −99.5% 12K $25,183
Voya Investment Management LLC −1.9M −38.7% 3.0M $6.5M
Xtx Topco Ltd −1.7M −98.1% 33K $72,323
Edmond De Rothschild Holding S.A. −1.6M −9.0% 16.2M $35M
Morgan Stanley −1.6M −34.7% 3.0M $6.5M
Balyasny Asset Management L.P. Hedge fund −1.4M Sold out 0 —
Marshall Wace, LLP Hedge fund −1.3M Sold out 0 —
Squarepoint Ops LLC Hedge fund −1.3M Sold out 0 —
Dimensional Fund Advisors LP −1.1M −5.7% 19.1M $41.2M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −1.1M Sold out 0 —
Gotham Asset Management, LLC Hedge fund −940K −62.7% 560K $1.2M
Susquehanna International Group, LLP −895K −88.9% 111K $240,291
Arrowstreet Capital, Limited Partnership Hedge fund −777K −58.8% 544K $1.2M
BNP Paribas Financial Markets −697K −45.8% 824K $1.8M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
HRT Financial LP 3.5M $8.8M
Jane Street Group, LLC 2.6M $6.6M
Balyasny Asset Management L.P.Hedge fund 1.4M $3.6M
Marshall Wace, LLPHedge fund 1.3M $3.4M
Squarepoint Ops LLCHedge fund 1.3M $3.2M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC 1.1M $2.8M
Exoduspoint Capital Management, LPHedge fund 627K $1.6M
Y-Intercept (Hong Kong) Ltd 163K $412,026
Jefferies Financial Group Inc. 160K $404,820
Treasurer Of The State Of North Carolina 157K $398,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
240
Ten largest holders
64.5%
of 13F-reported shares
Index fund managers
12.5%
of 13F-reported shares
Active managers and hedge funds
15.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 16 19 4 9 −3.4M −3.5%
Index fund managers 9 2 1 1 +20.5M +39.0%
Other institutions 98 119 40 51 −8.5M −2.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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