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CARB

Carbonite Inc
CARB

Delisted

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

75 hedge funds and large institutions have $144M invested in Carbonite Inc in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $315K | Put options by funds: $161K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

4% less funds holding

Funds holding: 7875 (-3)

15% less capital invested

Capital invested by funds: $169M → $144M (-$25M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
9
Increased
24
Reduced
25
Closed
11
Calls
$315K
Puts
$161K
Net Calls
+$154K
Net Calls Change
+$333K
Name Holding Trade Value Shares
Change
Change in
Stake
BII
1
Bainco International Investors
Massachusetts
$26.2M -$153K -14,098 -0.5%
MRM
2
Michael R. Murphy
$22.3M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$18.7M +$3.08M +283,455 +18%
DM
4
Diker Management
New York
$16.3M -$1.54M -141,310 -8%
IVMX
5
Institutional Venture Management XIII
California
$10.2M
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.69M +$121K +11,159 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.25M +$815K +74,900 +22%
BFA
8
BlackRock Fund Advisors
California
$4.21M -$181K -16,674 -4%
MSA
9
Mason Street Advisors
Wisconsin
$2.7M
JP Morgan Chase
10
JP Morgan Chase
New York
$2.69M -$74K -6,800 -3%
State Street
11
State Street
Massachusetts
$2.37M +$162K +14,869 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.21M +$77.5K +7,127 +3%
Northern Trust
13
Northern Trust
Illinois
$1.86M +$517K +47,542 +35%
RA
14
Royce & Associates
New York
$1.78M +$76.2K +7,000 +4%
Morgan Stanley
15
Morgan Stanley
New York
$1.7M +$89.6K +8,231 +5%
BIT
16
BlackRock Institutional Trust
California
$1.66M -$88.4K -8,128 -5%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.49M -$152K -13,936 -9%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.24M -$3.26K -300 -0.2%
LSC
19
Lyon Street Capital
California
$1.07M -$2.38K -219 -0.2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$905K +$224K +20,624 +30%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$834K -$208K -19,152 -19%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$831K +$339K +31,159 +62%
AG
23
Algert Global
California
$761K -$25.2K -2,320 -3%
NFA
24
Nationwide Fund Advisors
Ohio
$726K +$2.27K +209 +0.3%
TA
25
Teton Advisors
New York
$701K

CARB Hedge Fund Activity: Q3 2014 in Review

75 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Carbonite Inc (CARB) for Q3 2014, worth a combined $144M — down 15% from $169M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CARB and 9 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 24 added.

The largest buyer was Wellington Management Group, adding an estimated $3.08M. The largest seller was Diker Management, cutting an estimated $1.54M.

  • 75 institutional investors held Carbonite Inc (CARB) as of Q3 2014, down from 78 in Q2 2014.
  • Funds reported $144M of Carbonite Inc stock for Q3 2014, down 15% quarter-over-quarter.
  • 9 funds opened new Carbonite Inc positions in Q3 2014 and 11 closed out, a net change of -2 holders.
  • The largest Carbonite Inc buyer in Q3 2014 was Wellington Management Group, an estimated $3.08M added.
  • The largest Carbonite Inc seller in Q3 2014 was Diker Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2014.