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CARB

Carbonite Inc
CARB

Delisted

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

78 hedge funds and large institutions have $169M invested in Carbonite Inc in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

24% more capital invested

Capital invested by funds: $136M → $169M (+$32.7M)

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $179K

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
39
Reduced
20
Closed
9
Calls
Puts
$179K
Net Calls
-$179K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
BII
1
Bainco International Investors
Massachusetts
$30.7M +$266K +25,685 +1%
MRM
2
Michael R. Murphy
$26.1M +$1.32M +127,338 +6%
DM
3
Diker Management
New York
$20.7M -$1.86M -179,677 -9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$18.5M +$2.13M +206,342 +15%
IVMX
5
Institutional Venture Management XIII
California
$12M
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.51M +$507K +49,012 +10%
BFA
7
BlackRock Fund Advisors
California
$5.13M +$897K +86,800 +25%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.07M +$487K +47,100 +16%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.22M -$34.5K -3,338 -1%
MSA
10
Mason Street Advisors
Wisconsin
$3.15M +$261K +25,220 +11%
State Street
11
State Street
Massachusetts
$2.59M -$24.8K -2,401 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.5M +$103K +9,940 +5%
BIT
13
BlackRock Institutional Trust
California
$2.03M +$447K +43,251 +34%
RA
14
Royce & Associates
New York
$2M +$1.21M +117,000 +234%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$1.91M +$161K +15,581 +11%
Morgan Stanley
16
Morgan Stanley
New York
$1.89M +$363K +35,132 +29%
GPGA
17
Grandeur Peak Global Advisors
Utah
$1.7M +$177K +17,100 +14%
Northern Trust
18
Northern Trust
Illinois
$1.6M -$153K -14,752 -10%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.45M +$230K +22,257 +23%
LSC
20
Lyon Street Capital
California
$1.25M +$30.2K +2,924 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.2M
TC
22
TFS Capital
Pennsylvania
$1.12M +$780K +75,415 +416%
Two Sigma Investments
23
Two Sigma Investments
New York
$965K +$621K +60,042 +292%
AG
24
Algert Global
California
$917K +$567K +54,811 +251%
PCM
25
Portolan Capital Management
Massachusetts
$854K -$630K -60,900 -46%

CARB Hedge Fund Activity: Q2 2014 in Review

78 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Carbonite Inc (CARB) for Q2 2014, worth a combined $169M — up 24% from $136M a quarter earlier.

Fund positioning in CARB was balanced in Q2 2014: 9 funds opened new positions, 9 closed out, 39 added to existing stakes and 20 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.13M. The largest seller was Diker Management, cutting an estimated $1.86M.

  • 78 institutional investors held Carbonite Inc (CARB) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $169M of Carbonite Inc stock for Q2 2014, up 24% quarter-over-quarter.
  • 9 funds opened new Carbonite Inc positions in Q2 2014 and 9 closed out, a net change of 0 holders.
  • The largest Carbonite Inc buyer in Q2 2014 was Wellington Management Group, an estimated $2.13M added.
  • The largest Carbonite Inc seller in Q2 2014 was Diker Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2014.