Claritev Ownership | Who Owns Claritev?
Claritev Ownership Summary
Claritev is owned by 98.75% institutional investors, 7.81% insiders. H&f corporate investors viii is the largest institutional shareholder, holding 23.59% of CTEV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.78% of its assets in Claritev shares.
CTEV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Claritev | 98.75% | 7.81% | -6.57% |
| Sector | Healthcare Stocks | 42.64% | 10.86% | 46.50% |
| Industry | Healthcare Information Services Stocks | 41.37% | 12.81% | 45.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| H&f corporate investors viii | 3.89M | 23.59% | $166.21M |
| Ares management | 1.86M | 11.30% | $79.65M |
| Public investment fund | 1.28M | 7.79% | $68.01M |
| Beach point capital management lp | 755.00K | 4.58% | $32.28M |
| Vanguard group | 584.47K | 3.55% | $24.99M |
| Blackrock funding, inc. /de | 561.63K | 3.41% | $24.01M |
| Cpv partners | 495.26K | 3.01% | $26.29M |
| Prudential financial | 278.71K | 1.69% | $14.79M |
| Charles schwab investment management | 222.47K | 1.35% | $11.81M |
| Topline capital management | 201.78K | 1.23% | $10.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| H&f corporate investors viii | 3.89M | 100.00% | $166.21M |
| Beach point capital management lp | 755.00K | 12.49% | $32.28M |
| Cpv partners | 495.26K | 11.36% | $26.29M |
| Ares management | 1.86M | 4.55% | $79.65M |
| Topline capital management | 201.78K | 1.84% | $10.71M |
| Oak hill advisors lp | 91.77K | 1.02% | $4.87M |
| Kent lake pr | 35.00K | 0.94% | $1.86M |
| Public investment fund | 1.28M | 0.35% | $68.01M |
| Rbf capital | 140.00K | 0.33% | $7.43M |
| Hussman strategic advisors | 10.50K | 0.11% | $448.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beach point capital management lp | 755.00K | 12.49% | 329.42K |
| State street | 155.26K | 0.00% | 69.28K |
| Vanguard group | 584.47K | 0.00% | 66.70K |
| Charles schwab investment management | 222.47K | 0.00% | 33.11K |
| Cubist systematic strategies | 27.37K | 0.01% | 27.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Australiansuper pty | - | - | -3.20M |
| H&f corporate investors viii | 3.89M | 100.00% | -1.50M |
| Invesco | 21.76K | 0.00% | -164.36K |
| Kent lake pr | 35.00K | 0.94% | -65.00K |
| Bridgeway capital management | 19.33K | 0.02% | -45.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cubist systematic strategies | 27.37K | 0.01% | 27.37K | $1.45M |
| Axa investment managers | 21.24K | 0.00% | 21.24K | $1.13M |
| Dimensional fund advisors lp | 18.50K | 0.00% | 18.50K | $791.32K |
| Point72 asset management | 16.06K | 0.00% | 16.06K | $852.64K |
| Gsa capital partners llp | 12.12K | 0.04% | 12.12K | $518.00K |
Sold Out
| Holder | Change |
|---|---|
| Eversource wealth advisors | -13.00 |
| Wealthspire advisors | -82.00 |
| Wolverine asset management | -719.00 |
| Macquarie group | -1.20K |
| Group one trading | -3.44K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 100 | 28.21% | 16,248,825 | 25.03% | 98 | 1.58% | 58 | 3.57% | 23 | 109.09% |
| Jun 30, 2025 | 78 | 30.00% | 12,995,847 | 6.71% | 78 | 1.41% | 56 | -1.75% | 11 | - |
| Mar 31, 2025 | 60 | - | 12,178,927 | - | 74 | - | 57 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 293.28K | 1.78% | -6.50K |
| iShares Russell 2000 ETF | 193.81K | 1.18% | - |
| Invesco Dorsey Wright SmallCap Momt ETF | 161.20K | 0.98% | 209.00 |
| Schwab Fundamental U.S. Small CompanyETF | 107.44K | 0.65% | 414.00 |
| Fidelity Small Cap Index | 77.14K | 0.47% | 77.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 69.04K | 0.42% | -28.38K |
| iShares Russell 2000 Growth ETF | 67.18K | 0.41% | - |
| Nuveen Equity Index R6 | 36.98K | 0.22% | - |
| Vanguard Russell 2000 ETF | 36.63K | 0.22% | -2.60K |
| EA Bridgeway Omni Small-Cap Value ETF | 35.78K | 0.22% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2025 | Dalton Travis | Pres., CEO & Executive Chair | Buy | $249.84K |
| Nov 17, 2025 | Mintz William B. | SVP, Chief Strategy Officer | Buy | $34.81K |
| Nov 17, 2025 | Kim Michael | EVP, Chief Digital Officer | Buy | $367.20K |
| Nov 17, 2025 | O'Neil Tara | SVP, General Counsel | Buy | $24.27K |
| Nov 12, 2025 | H&F Corporate Investors VIII, Ltd. | - | Sell | $3.26M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 4 | 6 |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 6 | - |
| 2025 Q1 | 4 | - |
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