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CARB

Carbonite Inc
CARB

Delisted

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

86 hedge funds and large institutions have $223M invested in Carbonite Inc in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

55% more capital invested

Capital invested by funds: $144M → $223M (+$79.2M)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more funds holding

Funds holding: 7586 (+11)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

92% less call options, than puts

Call options by funds: $5K | Put options by funds: $64K

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
28
Reduced
26
Closed
11
Calls
$5K
Puts
$64K
Net Calls
-$59K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
BII
1
Bainco International Investors
Massachusetts
$33.7M -$2.31M -195,461 -8%
CC
2
Crosslink Capital
California
$29.8M +$24.6M +2,085,377 New
MRM
3
Michael R. Murphy
$26.1M -$4.1M -347,536 -16%
DM
4
Diker Management
New York
$15.8M -$5.67M -480,950 -30%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$14.7M -$9.42M -798,823 -44%
IVMX
6
Institutional Venture Management XIII
California
$14.3M
Vanguard Group
7
Vanguard Group
Pennsylvania
$8.22M +$246K +20,873 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.23M +$1.08M +91,600 +22%
BFA
9
BlackRock Fund Advisors
California
$7.07M +$985K +83,531 +20%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.58M -$133K -11,270 -4%
COPPSERS
11
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.58M +$2.95M +250,530 New
State Street
12
State Street
Massachusetts
$3.51M +$175K +14,797 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.02M -$48.8K -4,135 -2%
RA
14
Royce & Associates
New York
$2.98M +$414K +35,100 +20%
LOM
15
Loeb Offshore Management
New York
$2.6M +$2.15M +182,180 New
Northern Trust
16
Northern Trust
Illinois
$2.55M -$32K -2,716 -1%
MSA
17
Mason Street Advisors
Wisconsin
$2.53M -$1.02M -86,202 -33%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$2.43M +$291K +24,699 +17%
BIT
19
BlackRock Institutional Trust
California
$2.34M +$24.2K +2,054 +1%
KPF
20
K2 Principal Fund
Ontario, Canada
$2.16M +$1.79M +151,479 New
Morgan Stanley
21
Morgan Stanley
New York
$1.78M -$490K -41,532 -25%
ACH
22
ArrowMark Colorado Holdings
Colorado
$1.59M +$687K +58,262 +110%
LSC
23
Lyon Street Capital
California
$1.48M -$9.52K -807 -0.8%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$1.45M +$243K +20,640 +25%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.44M +$471K +39,903 +66%

CARB Hedge Fund Activity: Q4 2014 in Review

86 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Carbonite Inc (CARB) for Q4 2014, worth a combined $223M — up 55% from $144M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CARB positions and 11 closed out — a net gain of 13 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Crosslink Capital, opening a new position worth an estimated $24.6M. The largest seller was Wellington Management Group, cutting an estimated $9.42M.

  • 86 institutional investors held Carbonite Inc (CARB) as of Q4 2014, up from 75 in Q3 2014.
  • Funds reported $223M of Carbonite Inc stock for Q4 2014, up 55% quarter-over-quarter.
  • 24 funds opened new Carbonite Inc positions in Q4 2014 and 11 closed out, a net change of +13 holders.
  • The largest Carbonite Inc buyer in Q4 2014 was Crosslink Capital, an estimated $24.6M added.
  • The largest Carbonite Inc seller in Q4 2014 was Wellington Management Group, an estimated $9.42M sold.

Based on aggregated 13F filings for Q4 2014.