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CARB

Carbonite Inc
CARB

Delisted

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

177 hedge funds and large institutions have $1.27B invested in Carbonite Inc in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 47

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

36% more capital invested

Capital invested by funds: $932M → $1.27B (+$334M)

6% more funds holding

Funds holding: 167177 (+10)

3% less call options, than puts

Call options by funds: $3.13M | Put options by funds: $3.22M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
30
Increased
83
Reduced
47
Closed
17
Calls
$3.13M
Puts
$3.22M
Net Calls
-$92K
Net Calls Change
+$448K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$91.3M +$39.7M +1,033,381 +68%
BlackRock
2
BlackRock
New York
$79.8M +$16M +417,253 +23%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68.6M +$19.3M +502,230 +35%
Vanguard Group
4
Vanguard Group
Pennsylvania
$66.5M +$16.7M +435,554 +30%
Renaissance Technologies
5
Renaissance Technologies
New York
$59.9M +$203K +5,289 +0.3%
EMG
6
ETF Managers Group
New Jersey
$58.1M -$1.69M -44,016 -3%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$55.7M +$39.3M +1,022,320 +189%
PCM
8
Portolan Capital Management
Massachusetts
$54.4M +$1.58M +41,179 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$49.3M +$31.3M +813,396 +143%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$40.6M +$115K +2,980 +0.3%
PM
11
Pembroke Management
Quebec, Canada
$38.1M +$120K +3,125 +0.3%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$27.3M +$2.71M +70,431 +10%
GIM
13
Granahan Investment Management
Massachusetts
$25.2M +$3.68M +95,695 +16%
State Street
14
State Street
Massachusetts
$21.7M +$3.82M +99,401 +20%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19.8M +$8.33M +216,622 +64%
SCA
16
Summit Creek Advisors
Minnesota
$19.3M +$3.08M +80,020 +17%
FWIA
17
Fort Washington Investment Advisors
Ohio
$18.5M +$1.47M +38,317 +8%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$16.1M +$17.3M +450,680 +51,743%
Northern Trust
19
Northern Trust
Illinois
$15.5M +$3.19M +83,032 +24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.9M +$8.97M +233,186 +127%
Millennium Management
21
Millennium Management
New York
$13.2M +$14.2M +370,504 New
Wells Fargo
22
Wells Fargo
California
$12.9M +$12M +312,826 +639%
RI
23
Redwood Investments
Massachusetts
$12.5M -$9.67M -251,607 -42%
HCS
24
Harvest Capital Strategies
California
$12.5M +$4.02M +104,633 +43%
Fidelity International
25
Fidelity International
Bermuda
$12.2M +$13.2M +342,804 New

CARB Hedge Fund Activity: Q3 2018 in Review

177 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Carbonite Inc (CARB) for Q3 2018, worth a combined $1.27B — up 36% from $932M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CARB positions and 17 closed out — a net gain of 13 holders — while 83 added to existing stakes and 47 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $39.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $14.3M.

  • 177 institutional investors held Carbonite Inc (CARB) as of Q3 2018, up from 167 in Q2 2018.
  • Funds reported $1.27B of Carbonite Inc stock for Q3 2018, up 36% quarter-over-quarter.
  • 30 funds opened new Carbonite Inc positions in Q3 2018 and 17 closed out, a net change of +13 holders.
  • The largest Carbonite Inc buyer in Q3 2018 was ArrowMark Colorado Holdings, an estimated $39.7M added.
  • The largest Carbonite Inc seller in Q3 2018 was Schroder Investment Management Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2018.