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CARB

Carbonite Inc
CARB

Delisted

CARB was delisted on the 23rd of December, 2019.

144 hedge funds and large institutions have $522M invested in Carbonite Inc in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

9% less funds holding

Funds holding: 159144 (-15)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

45% less capital invested

Capital invested by funds: $949M → $522M (-$427M)

62% less call options, than puts

Call options by funds: $4.9M | Put options by funds: $12.8M

Holders
144
Holders Change
-15
Holders Change %
-9.43%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
34
Increased
49
Reduced
43
Closed
49
Calls
$4.9M
Puts
$12.8M
Net Calls
-$7.89M
Net Calls Change
-$7.61M
Name Holding Trade Value Shares
Change
Change in
Stake
PCR
51
Potrero Capital Research
California
$1.45M -$3.51M -196,916 -68%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$1.43M +$1.65M +92,400 New
AG
53
Aperio Group
California
$1.36M +$423K +23,741 +37%
VOAM
54
Vertex One Asset Management
British Columbia, Canada
$1.35M +$1.55M +86,885 New
WC
55
Wexford Capital
Florida
$1.33M +$1.53M +85,850 New
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$1.25M +$1.28M +72,099 +820%
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$1.23M -$488K -27,400 -26%
Group One Trading
58
Group One Trading
Illinois
$1.09M +$1.26M +70,497 New
Goldman Sachs
59
Goldman Sachs
New York
$1.09M +$345K +19,363 +38%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$1.02M +$245K +13,734 +26%
Swiss National Bank
61
Swiss National Bank
Switzerland
$945K
TA
62
Teton Advisors
New York
$846K -$446K -25,057 -31%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$799K +$11K +617 +1%
Bank of America
64
Bank of America
North Carolina
$792K -$104K -5,863 -10%
JP Morgan Chase
65
JP Morgan Chase
New York
$791K +$650K +36,497 +250%
VRS
66
Virginia Retirement Systems
Virginia
$757K +$422K +23,700 +94%
LSC
67
Lyon Street Capital
California
$748K +$277K +15,554 +47%
Allianz Asset Management
68
Allianz Asset Management
Germany
$737K -$1.84M -103,010 -68%
WG
69
Winton Group
United Kingdom
$736K +$847K +47,532 New
FPC
70
Falcon Point Capital
California
$696K +$722K +40,553 New
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$690K -$4.45K -250 -0.6%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$689K -$38.3K -2,147 -5%
PCM
73
Prelude Capital Management
New York
$677K -$666K -37,396 -46%
BII
74
Bainco International Investors
Massachusetts
$676K
IA
75
IndexIQ Advisors
New York
$667K -$144K -8,065 -16%

CARB Hedge Fund Activity: Q3 2019 in Review

144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Carbonite Inc (CARB) for Q3 2019, worth a combined $522M — down 45% from $949M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of CARB and 34 opened new positions — a net loss of 15 holders — while 43 trimmed existing stakes and 49 added.

The largest buyer was Elliott Management, opening a new position worth an estimated $19.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $36.5M sold.

  • 144 institutional investors held Carbonite Inc (CARB) as of Q3 2019, down from 159 in Q2 2019.
  • Funds reported $522M of Carbonite Inc stock for Q3 2019, down 45% quarter-over-quarter.
  • 34 funds opened new Carbonite Inc positions in Q3 2019 and 49 closed out, a net change of -15 holders.
  • The largest Carbonite Inc buyer in Q3 2019 was Elliott Management, an estimated $19.6M added.
  • The largest Carbonite Inc seller in Q3 2019 was Fidelity Investments, an estimated $36.5M sold.

Based on aggregated 13F filings for Q3 2019.