ClarivateCLVT
About: Clarivate is a data, information, and software workflow solutions company serving customers primarily in academia, government, law, life sciences, and healthcare. The company was formerly part of Thomson Reuters before being sold to private equity as an independent company in 2016. In 2019, Clarivate went public on the New York Stock Exchange. Around half of the company's revenue is generated in the Americas while Europe, Middle East, and Africa account for around a quarter.
Employees: 12,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
25% more capital invested
Capital invested by funds: $3.6B [Q2] → $4.49B (+$887M) [Q3]
9% more funds holding in top 10
Funds holding in top 10: 11 [Q2] → 12 (+1) [Q3]
6% more call options, than puts
Call options by funds: $120K | Put options by funds: $113K
0% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 66
0.14% less ownership
Funds ownership: 87.42% [Q2] → 87.28% (-0.14%) [Q3]
4% less funds holding
Funds holding: 206 [Q2] → 198 (-8) [Q3]
20% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 40
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
RBC Capital Ashish Sabadra 88% 1-year accuracy 14 / 16 met price target | 17%upside $6 | Sector Perform Maintained | 7 Nov 2024 |
Barclays Manav Patnaik 0 / 0 met price target | 22%downside $4 | Underweight Maintained | 7 Nov 2024 |
Financial journalist opinion
Based on 14 articles about CLVT published over the past 30 days